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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 %
WBC
1826
West Branch Capital
Massachusetts
– -$210K -2,469 Closed
HIS
1827
Horizon Investment Services
Indiana
– -$210K -2,465 Closed
P
1828
&Partners
Tennessee
– -$209K -2,455 Closed
IWS
1829
Insight Wealth Strategies
California
– -$207K -2,432 Closed
HCM
1830
Hodges Capital Management
Texas
– -$206K -2,425 Closed
SIM
1831
SSI Investment Management
California
– -$206K -2,416 Closed
AAMC
1832
Asset Allocation & Management Company
Illinois
– -$205K -2,413 Closed
Walleye Capital
1833
Walleye Capital
New York
– -$205K -2,412 Closed
LPT
1834
Legacy Private Trust
Wisconsin
– -$205K -2,410 Closed
ODCM
1835
Old Dominion Capital Management
Virginia
– -$204K -2,400 Closed
PAS
1836
Professional Advisory Services
Florida
– -$204K -2,400 Closed
TCB
1837
Texas Capital Bancshares
Texas
– -$204K -2,400 Closed
CWA
1838
Capital Wealth Alliance
Arizona
– -$198K -2,399 Closed
QCM
1839
Quest Capital Management
Texas
– -$204K -2,396 Closed
CHP
1840
Cable Hill Partners
Oregon
– -$204K -2,394 Closed
NB
1841
Northwest Bancshares
Pennsylvania
– -$203K -2,388 Closed
SWIG
1842
Strategic Wealth Investment Group
Kentucky
– -$203K -2,388 Closed
RWM
1843
Rench Wealth Management
Texas
– -$203K -2,384 Closed
JWM
1844
Jackson Wealth Management
Florida
– -$200K -2,300 Closed
Group One Trading
1845
Group One Trading
Illinois
– -$195K -2,295 Closed
SIC
1846
Samalin Investment Counsel
New York
– -$178K -2,097 Closed
PCA
1847
Peddock Capital Advisors
Massachusetts
– -$128K -1,500 Closed
ONST
1848
Old North State Trust
North Carolina
– -$126K -1,479 Closed
RTC
1849
Riverview Trust Company
Washington
– -$119K -1,402 Closed
PA
1850
PSI Advisors
Florida
– -$85K -1,003 Closed
71 72 73
74
75