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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 %
SRC
1801
Shufro Rose & Co
New York
– -$230K -2,700 Closed
GFP
1802
Gryphon Financial Partners
Ohio
– -$230K -2,697 Closed
SFA
1803
Stewardship Financial Advisors
Georgia
– -$228K -2,680 Closed
TNA
1804
True North Advisors
Texas
– -$227K -2,676 Closed
CIAS
1805
Capital Investment Advisory Services
North Carolina
– -$227K -2,672 Closed
TF
1806
Trek Financial
Arizona
– -$227K -2,666 Closed
LFA
1807
Legacy Financial Advisors
Kentucky
– -$225K -2,645 Closed
DTC
1808
Davidson Trust Company
Washington
– -$224K -2,640 Closed
TIM
1809
Thompson Investment Management
Wisconsin
– -$224K -2,633 Closed
WP
1810
WealthShield Partners
North Carolina
– -$224K -2,633 Closed
BFC
1811
Blue Fin Capital
Rhode Island
– -$221K -2,607 Closed
CCM
1812
Cohen Capital Management
California
– -$221K -2,600 Closed
SCM
1813
Stumpf Capital Management
Arizona
– -$221K -2,600 Closed
RIG
1814
Roosevelt Investment Group
New York
– -$221K -2,595 Closed
VHAM
1815
Van Hulzen Asset Management
California
– -$220K -2,583 Closed
EA
1816
Emerald Advisors
Washington
– -$218K -2,579 Closed
LC
1817
Lincoln Capital
Nebraska
– -$219K -2,576 Closed
RZH
1818
Relyea Zuckerberg Hanson
Connecticut
– -$218K -2,565 Closed
AM
1819
Atwater Malick
Pennsylvania
– -$216K -2,540 Closed
AHC
1820
Adell Harriman & Carpenter
Texas
– -$214K -2,515 Closed
GWM
1821
GSB Wealth Management
Connecticut
– -$213K -2,500 Closed
BFA
1822
Beaumont Financial Advisors
Massachusetts
– -$213K -2,500 Closed
HFS
1823
Haverford Financial Services
Pennsylvania
– -$212K -2,497 Closed
BIM
1824
Baldwin Investment Management
Pennsylvania
– -$211K -2,475 Closed
NWM
1825
Northwest Wealth Management
Iowa
– -$210K -2,471 Closed
71 72
73
74 75