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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 %
BA
1751
Bristlecone Advisors
Washington
– -$406K -4,770 Closed
HS
1752
Haafor (Singapore)
Singapore
– -$402K -4,728 Closed
QT
1753
Quantamental Technologies
New York
– -$401K -4,709 Closed
WCM
1754
Weld Capital Management
New York
– -$392K -4,612 Closed
GLI
1755
Guardian Life Insurance
New York
– -$390K -4,582 Closed
ICM
1756
IMS Capital Management
Oregon
– -$367K -4,318 Closed
NI
1757
Noked Israel
Israel
– -$366K -4,300 Closed
NC
1758
Noked Capital
Israel
– -$366K -4,300 Closed
MG
1759
Mather Group
Illinois
– -$360K -4,229 Closed
SFG
1760
Sather Financial Group
Texas
– -$357K -4,203 Closed
OWA
1761
Outlook Wealth Advisors
Texas
– -$347K -4,077 Closed
BG
1762
Berry Group
Massachusetts
– -$338K -3,967 Closed
QCM
1763
Quantinno Capital Management
New York
– -$326K -3,831 Closed
NIT
1764
NumerixS Investment Technologies
British Columbia, Canada
– -$323K -3,800 Closed
KJHP
1765
K.J. Harrison & Partners
Ontario, Canada
– -$323K -3,800 Closed
GH
1766
GAM Holding
Switzerland
– -$323K -3,797 Closed
CWC
1767
Carolinas Wealth Consulting
North Carolina
– -$321K -3,735 Closed
SFI
1768
SPC Financial Inc
Maryland
– -$315K -3,707 Closed
WP
1769
WealthPLAN Partners
Nebraska
– -$317K -3,606 Closed
I
1770
INVST
Indiana
– -$303K -3,564 Closed
NFG
1771
Nadler Financial Group
Illinois
– -$303K -3,561 Closed
KCM
1772
Kathmere Capital Management
Pennsylvania
– -$302K -3,554 Closed
MC
1773
Miramar Capital
Illinois
– -$294K -3,518 Closed
FHC
1774
First Heartland Consultants
Missouri
– -$295K -3,468 Closed
CIC
1775
Chase Investment Counsel
Virginia
– -$294K -3,458 Closed
69 70
71
72 73