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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 %
BFPW
1776
BOK Financial Private Wealth
Colorado
– -$293K -3,440 Closed
TIA
1777
Tandem Investment Advisors
South Carolina
– -$292K -3,430 Closed
TFCP
1778
Twin Focus Capital Partners
Massachusetts
– -$286K -3,356 Closed
GGI
1779
Godsey & Gibb Inc
Virginia
– -$283K -3,329 Closed
NPF
1780
Norris Perne & French
Michigan
– -$278K -3,269 Closed
FRM
1781
Fox Run Management
Connecticut
– -$278K -3,267 Closed
DA
1782
DSC Advisors
Illinois
– -$275K -3,234 Closed
DIP
1783
DT Investment Partners
Pennsylvania
– -$275K -3,234 Closed
RIA
1784
Regal Investment Advisors
Michigan
– -$275K -3,233 Closed
Fiera Capital (Canada)
1785
Fiera Capital (Canada)
Quebec, Canada
– -$275K -3,230 Closed
CFW
1786
CA Family Wealth
California
– -$273K -3,212 Closed
CSPIA
1787
Cary Street Partners Investment Advisory
Virginia
– -$272K -3,195 Closed
RGIA
1788
Rainier Group Investment Advisory
Washington
– -$267K -3,136 Closed
LA
1789
Legacy Advisors
Pennsylvania
– -$268K -3,107 Closed
AP
1790
Appleton Partners
Massachusetts
– -$252K -2,961 Closed
BCM
1791
Birmingham Capital Management
Alabama
– -$249K -2,925 Closed
PHAM
1792
Palisades Hudson Asset Management
Florida
– -$248K -2,918 Closed
KOMWMG
1793
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$247K -2,908 Closed
OC
1794
Oarsman Capital
Wisconsin
– -$247K -2,899 Closed
WAM
1795
Weiss Asset Management
Massachusetts
– -$245K -2,878 Closed
BHWM
1796
Bar Harbor Wealth Management
New Hampshire
– -$245K -2,877 Closed
TCM
1797
Telos Capital Management
California
– -$244K -2,865 Closed
S
1798
SimplyRich
California
– -$243K -2,837 Closed
YIA
1799
YHB Investment Advisors
Connecticut
– -$234K -2,752 Closed
IIC
1800
Integrated Investment Consultants
Michigan
– -$234K -2,749 Closed
70 71
72
73 74