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Philip Morris
PM

Overview Fund Activity

1,656 hedge funds and large institutions have $81.1B invested in Philip Morris in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 578 increasing their positions, 708 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,656
Holders Change
-20
Holders Change %
-1.19%
% of All Funds
34.04%
Holding in Top 10
35
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-32.69%
% of All Funds
0.72%
New
107
Increased
578
Reduced
708
Closed
113
Calls
$381M
Puts
$474M
Net Calls
-$93.6M
Net Calls Change
-$74.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$876M
2
Capital International Investors
Capital International Investors
California
+$505M
3
Morgan Stanley
Morgan Stanley
New York
+$226M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$165M
5
IFP
Independent Franchise Partners
United Kingdom
+$161M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$574M
2
Capital World Investors
Capital World Investors
California
-$524M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$425M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$420M
5
BlackRock
BlackRock
New York
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
401
TIAA FSB
Florida
$4.81M -$423K -6,031 -8%
SAM
402
SP Asset Management
California
$4.77M +$70.4K +1,005 +1%
Axa
403
Axa
France
$4.76M +$880K +12,560 +23%
HR
404
Howe & Rusling
New York
$4.76M +$934K +13,333 +24%
LDB
405
Lee, Danner & Bass
Tennessee
$4.72M -$67.1K -958 -1%
CAM
406
Cresset Asset Management
Illinois
$4.72M +$614K +8,622 +15%
DWM
407
Dorchester Wealth Management
Quebec, Canada
$4.71M -$18.9K -270 -0.4%
VFM
408
Viking Fund Management
North Dakota
$4.69M +$771K +11,000 +20%
LSERS
409
Louisiana State Employees Retirement System
Louisiana
$4.69M +$49K +700 +1%
HCM
410
Huber Capital Management
California
$4.68M -$995K -14,200 -18%
WIA
411
Wealthstreet Investment Advisors
Texas
$4.67M +$140K +2,000 +3%
NC
412
Nicholas Company
Wisconsin
$4.65M – – –
JIM
413
Jupiter Investment Management
United Kingdom
$4.64M +$2.75M +39,240 +145%
Barrow, Hanley, Mewhinney & Strauss
414
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.59M – – –
Citadel Advisors
415
Citadel Advisors
Florida
$4.57M -$5.5M -78,460 -55%
Cerity Partners
416
Cerity Partners
New York
$4.54M -$470K -6,711 -9%
BBVA
417
Banco Bilbao Vizcaya Argentaria
Spain
$4.52M -$406K -5,789 -8%
BFIM
418
Beese Fulmer Investment Management
Ohio
$4.51M -$250K -3,568 -5%
X
419
Xponance
Pennsylvania
$4.45M +$4.45M +63,561 New
HPC
420
HM Payson & Co
Maine
$4.42M -$187K -2,666 -4%
NSAM
421
North Star Asset Management
Wisconsin
$4.35M -$62.1K -886 -1%
FPA
422
First Pacific Advisors
California
$4.34M -$2.23M -31,862 -34%
SPIA
423
Steward Partners Investment Advisory
New York
$4.32M -$173K -2,472 -4%
RC
424
RBF Capital
California
$4.27M – – –
DADC
425
D.A. Davidson & Co
Montana
$4.25M -$920K -13,134 -18%
15 16
17
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