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Philip Morris
PM

Overview Fund Activity

1,673 hedge funds and large institutions have $86.7B invested in Philip Morris in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 572 increasing their positions, 720 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+17
Holders Change %
+1.03%
% of All Funds
33.85%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
122
Increased
572
Reduced
720
Closed
91
Calls
$437M
Puts
$490M
Net Calls
-$53.4M
Net Calls Change
+$40.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$759M
2
Capital International Investors
Capital International Investors
California
+$687M
3
Barclays
Barclays
United Kingdom
+$250M
4
Citadel Advisors
Citadel Advisors
Florida
+$243M
5
IFP
Independent Franchise Partners
United Kingdom
+$131M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$207M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$189M
3
BlackRock
BlackRock
New York
-$181M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$149M
5
Invesco
Invesco
Georgia
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFP
26
Independent Franchise Partners
United Kingdom
$666M +$131M +1,746,179 +24%
Legal & General Group
27
Legal & General Group
United Kingdom
$637M -$21.1M -281,668 -3%
GRQ
28
Gardner Russo & Quinn
Pennsylvania
$619M -$121K -1,616 -0%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$577M +$36.6M +488,203 +7%
Federated Hermes
30
Federated Hermes
Pennsylvania
$564M -$27.7M -369,187 -5%
Swiss National Bank
31
Swiss National Bank
Switzerland
$470M -$6.9M -92,000 -1%
Ninety One (UK)
32
Ninety One (UK)
United Kingdom
$466M -$3.27M -43,615 -0.7%
Franklin Resources
33
Franklin Resources
California
$450M +$78.9M +1,051,619 +21%
Wells Fargo
34
Wells Fargo
California
$438M +$16.6M +220,777 +4%
AllianceBernstein
35
AllianceBernstein
Tennessee
$437M -$149M -1,981,670 -25%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$427M -$30.1M -401,738 -7%
VAM
37
Veritas Asset Management
United Kingdom
$405M -$13.4M -179,000 -3%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$403M +$6.5M +86,657 +2%
PPA
39
Parametric Portfolio Associates
Washington
$366M +$30.3M +404,175 +9%
UBS AM
40
UBS AM
Illinois
$349M -$16.5M -220,605 -5%
AI
41
Ariel Investments
Illinois
$343M +$9.8M +130,653 +3%
Barclays
42
Barclays
United Kingdom
$334M +$250M +3,338,381 +301%
UBS Group
43
UBS Group
Switzerland
$312M +$39.9M +532,716 +15%
Schroder Investment Management Group
44
Schroder Investment Management Group
United Kingdom
$303M -$5.66M -75,967 -2%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$283M -$32.9M -438,413 -10%
TAM
46
Troy Asset Management
United Kingdom
$281M +$7.66M +102,135 +3%
PG
47
Pendal Group
Australia
$262M +$5.63M +75,018 +2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$254M -$13.4M -178,700 -5%
Aberdeen Group
49
Aberdeen Group
United Kingdom
$253M -$10.3M -136,994 -4%
Citadel Advisors
50
Citadel Advisors
Florida
$247M +$243M +3,234,111 +4,961%
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