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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
$6.64B
2
Capital International Investors
Capital International Investors
California
$3.21B
3
Charles Schwab
Charles Schwab
California
$844M
4
Morgan Stanley
Morgan Stanley
New York
$3.09B
5
Vanguard Group
Vanguard Group
Pennsylvania
$9.34B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$392M
2
CSIA
Charles Schwab Investment Advisory
California
$0
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.14B
5
Barclays
Barclays
United Kingdom
$74.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.34B +$236M +3,234,980 +3%
BlackRock
2
BlackRock
New York
$7.07B +$156M +2,144,926 +2%
Capital World Investors
3
Capital World Investors
California
$6.64B +$1.28B +17,583,436 +24%
State Street
4
State Street
Massachusetts
$4.53B +$49M +661,043 +1%
Capital International Investors
5
Capital International Investors
California
$3.21B +$533M +7,299,147 +20%
Morgan Stanley
6
Morgan Stanley
New York
$3.09B +$240M +3,285,330 +8%
Capital Research Global Investors
7
Capital Research Global Investors
California
$2.82B -$64.8M -887,558 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$2B -$313M -4,283,665 -14%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.95B +$74.6M +1,024,228 +4%
Invesco
10
Invesco
Georgia
$1.76B -$121M -1,655,384 -6%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.72B +$160M +2,198,897 +10%
Ameriprise
12
Ameriprise
Minnesota
$1.52B +$129M +1,764,693 +9%
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$1.5B -$12.5M -170,860 -0.8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.46B +$123M +1,681,745 +9%
Flossbach Von Storch
15
Flossbach Von Storch
Germany
$1.46B +$103M +1,407,863 +8%
Fundsmith LLP
16
Fundsmith LLP
United Kingdom
$1.24B +$9.03M +123,717 +0.7%
Northern Trust
17
Northern Trust
Illinois
$1.17B -$413K -5,663 -0%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$1.14B -$176M -2,418,240 -13%
Bank of America
19
Bank of America
North Carolina
$1.12B -$79.8M -1,093,498 -7%
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$974M -$19.3M -264,228 -2%
First Eagle Investment Management
21
First Eagle Investment Management
New York
$916M +$18.8M +257,961 +2%
Charles Schwab
22
Charles Schwab
California
$844M +$317M +4,347,973 +60%
Nuveen Asset Management
23
Nuveen Asset Management
Illinois
$838M -$9.58M -131,366 -1%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$823M -$138M -1,891,928 -14%
Deutsche Bank
25
Deutsche Bank
Germany
$682M -$24.3M -333,094 -3%
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