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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 %
CGM
176
Capital Growth Management
Massachusetts
$30.6M +$30.6M +420,000 New
SEI Investments
177
SEI Investments
Pennsylvania
$30.6M +$1.78M +24,267 +6%
ASC
178
Atalanta Sosnoff Capital
New York
$30.4M +$4.52M +61,998 +17%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$29.6M +$930K +12,750 +3%
MIM
180
MetLife Investment Management
New Jersey
$29.3M -$895K -12,271 -3%
RJFSA
181
Raymond James Financial Services Advisors
Florida
$29M -$3.38M -46,290 -10%
MSL
182
Mackay Shields LLC
New York
$27.9M +$6.45M +88,383 +30%
ABC
183
Associated Banc-Corp
Wisconsin
$27.9M +$1.75M +23,978 +7%
Fifth Third Bancorp
184
Fifth Third Bancorp
Ohio
$27.4M +$2.06M +28,194 +8%
Comerica Bank
185
Comerica Bank
Texas
$27.4M +$186K +2,525 +0.7%
Calamos Advisors
186
Calamos Advisors
Illinois
$27.2M -$13.1M -180,138 -33%
Mitsubishi UFJ Asset Management
187
Mitsubishi UFJ Asset Management
Japan
$25.5M +$37.8K +518 +0.1%
JPMPWA
188
J.P. Morgan Private Wealth Advisors
California
$25.2M +$872K +11,953 +4%
RCM
189
RNC Capital Management
California
$25M -$59.8K -820 -0.2%
CWM
190
Cedar Wealth Management
California
$24.9M -$4.6M -62,993 -16%
Baird Financial Group
191
Baird Financial Group
Wisconsin
$24.7M -$1.79M -24,574 -7%
OAM
192
Oppenheimer Asset Management
New York
$24.6M +$490K +6,722 +2%
Robeco Institutional Asset Management
193
Robeco Institutional Asset Management
Netherlands
$24.6M +$8.2M +112,355 +50%
CB
194
Commerce Bank
Missouri
$24.5M -$638K -8,740 -3%
FFA
195
First Foundation Advisors
California
$24.5M +$5.53M +75,841 +29%
KeyBank National Association
196
KeyBank National Association
Ohio
$23.2M -$2.95M -40,429 -11%
AC
197
Alley Company
Illinois
$23.1M +$17.6M +241,081 +320%
WPC
198
Waters Parkerson & Co
Louisiana
$23.1M +$516K +7,071 +2%
BAMF
199
BI Asset Management Fondsmaeglerselskab
Denmark
$22.9M -$2.21M -30,230 -9%
ACM
200
Academy Capital Management
Texas
$22M +$1.35M +18,442 +7%
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