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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 %
VRS
201
Virginia Retirement Systems
Virginia
$21.8M -$7.3K -100 -0%
URS
202
Utah Retirement Systems
Utah
$21.6M -$7.3K -100 -0%
Brown Advisory
203
Brown Advisory
Maryland
$21.4M +$1.96M +26,838 +10%
CI
204
Conning Inc
Connecticut
$21.3M -$1.52M -20,836 -7%
AA
205
ALPS Advisors
Colorado
$20.9M -$10.2M -139,602 -33%
TPSF
206
Texas Permanent School Fund
Texas
$20.6M +$558K +7,652 +3%
CIPU
207
Caledonia Investments plc (UK)
United Kingdom
$20.5M +$2.19M +30,000 +12%
ASRS
208
Arizona State Retirement System
Arizona
$20.4M -$905K -12,405 -4%
Jennison Associates
209
Jennison Associates
New York
$20M -$1.92M -26,329 -9%
SOADOR
210
State of Alaska Department of Revenue
Alaska
$19.7M +$905K +12,403 +5%
Kayne Anderson Rudnick Investment Management
211
Kayne Anderson Rudnick Investment Management
California
$19.5M -$6.92M -94,856 -26%
ADEF
212
Adams Diversified Equity Fund
Maryland
$19.2M +$4.85M +66,500 +34%
Fidelity International
213
Fidelity International
Bermuda
$19M -$5.58M -76,513 -23%
GC
214
Guggenheim Capital
Illinois
$18.6M -$2.94M -40,258 -14%
MIS
215
Morningstar Investment Services
Illinois
$18.3M -$343K -4,721 -2%
VDI
216
Vaughan David Investments
Illinois
$17.9M +$391K +5,366 +2%
Lazard Asset Management
217
Lazard Asset Management
New York
$17.9M +$9.1M +124,720 +103%
SAM
218
Shell Asset Management
Netherlands
$17.9M -$1.17M -16,043 -6%
CI
219
Cincinnati Insurance
Ohio
$17.7M – – –
WT
220
Whittier Trust
California
$17.3M -$573K -7,860 -3%
SCA
221
STALEY CAPITAL ADVISERS
Pennsylvania
$17.2M -$523K -7,166 -3%
Creative Planning
222
Creative Planning
Kansas
$17.2M -$3.11M -42,690 -15%
MLICM
223
Metropolitan Life Insurance Company (MetLife)
New York
$17M -$65.6K -899 -0.4%
NP
224
NS Partners
United Kingdom
$17M +$638K +8,743 +4%
Millennium Management
225
Millennium Management
New York
$16.9M -$91.1M -1,249,230 -84%
7 8
9
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