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Philip Morris
PM

Overview Fund Activity

1,676 hedge funds and large institutions have $85.1B invested in Philip Morris in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 566 increasing their positions, 797 reducing their positions, and 189 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,676
Holders Change
-142
Holders Change %
-7.81%
% of All Funds
37.02%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
1.15%
New
73
Increased
566
Reduced
797
Closed
189
Calls
$481M
Puts
$500M
Net Calls
-$18.9M
Net Calls Change
+$224M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.28B
2
Capital International Investors
Capital International Investors
California
+$533M
3
Charles Schwab
Charles Schwab
California
+$317M
4
Morgan Stanley
Morgan Stanley
New York
+$240M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$236M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$432M
2
CSIA
Charles Schwab Investment Advisory
California
-$355M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$313M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$176M
5
Barclays
Barclays
United Kingdom
-$151M
Name Holding Trade Value Shares
Change 		Shares
Change %
ANTB
1701
AMG National Trust Bank
Colorado
– -$5.58M -65,601 Closed
AI
1702
Atria Investments
North Carolina
– -$5.33M -62,621 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1703
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.63M -54,450 Closed
WI
1704
WBI Investments
New Jersey
– -$4.49M -52,725 Closed
Marshall Wace
1705
Marshall Wace
United Kingdom
– -$4.4M -51,728 Closed
SAM
1706
Silphium Asset Management
United Kingdom
– -$4.25M -50,000 Closed
IA
1707
IndexIQ Advisors
New York
– -$4.02M -47,294 Closed
AWM
1708
Arbor Wealth Management
Florida
– -$4.02M -47,273 Closed
Tudor Investment Corp
1709
Tudor Investment Corp
Connecticut
– -$3.74M -43,900 Closed
BGDI
1710
BW Gestao de Investimentos
Brazil
– -$2.98M -35,000 Closed
SM
1711
Sciencast Management
New Jersey
– -$2.61M -29,599 Closed
PAS
1712
Park Avenue Securities
New York
– -$2.45M -28,790 Closed
Capstone Investment Advisors
1713
Capstone Investment Advisors
New York
– -$2.31M -27,090 Closed
QSS
1714
Quantitative Systematic Strategies
Florida
– -$2.29M -26,944 Closed
GCA
1715
Gideon Capital Advisors
New York
– -$1.91M -22,454 Closed
FCM
1716
Fortis Capital Management
Washington
– -$1.87M -22,000 Closed
BAM
1717
Burgundy Asset Management
Ontario, Canada
– -$1.71M -20,048 Closed
SFP
1718
Shepherd Financial Partners
Massachusetts
– -$1.65M -19,331 Closed
WMSA
1719
Weiss Multi-Strategy Advisers
New York
– -$1.36M -16,000 Closed
MWP
1720
MYCIO Wealth Partners
Pennsylvania
– -$1.34M -15,707 Closed
MC
1721
Machina Capital
France
– -$1.33M -15,667 Closed
Verition Fund Management
1722
Verition Fund Management
Connecticut
– -$1.24M -14,521 Closed
DTL
1723
Dynamic Technology Lab
Singapore
– -$1.13M -13,246 Closed
MCAI
1724
Members Capital Advisors Inc
Wisconsin
– -$1.08M -12,647 Closed
MCM
1725
Mork Capital Management
California
– -$970K -11,400 Closed
67 68
69
70 71