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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 %
VV
501
Verity & Verity
South Carolina
$2.88M -$63.1K -859 -2%
RBA
502
Richard Bernstein Advisors
New York
$2.87M – – –
BOH
503
Bank of Hawaii
Hawaii
$2.86M -$202K -2,881 -7%
CC
504
Cannell & Co
New York
$2.86M -$24.5K -350 -0.8%
SBIA
505
Sheaff Brock Investment Advisors
Indiana
$2.85M -$559K -7,974 -16%
TCA
506
Transcend Capital Advisors
New Jersey
$2.85M -$8.62K -123 -0.3%
BL
507
BCWM LLC
Kansas
$2.83M +$182K +2,594 +7%
WC
508
Winmill & Co
New York
$2.8M +$771K +11,000 +38%
TC
509
TwinBeech Capital
New York
$2.8M +$2.8M +39,944 New
SPC
510
Sigma Planning Corp
Michigan
$2.78M +$919K +13,122 +50%
Kayne Anderson Rudnick Investment Management
511
Kayne Anderson Rudnick Investment Management
California
$2.77M -$16M -228,348 -85%
UIM
512
USS Investment Management
United Kingdom
$2.75M +$280K +4,000 +11%
EWM
513
Evercore Wealth Management
New York
$2.74M -$88K -1,256 -3%
BFO
514
Boston Family Office
Massachusetts
$2.74M -$116K -1,650 -4%
CCM
515
Canal Capital Management
Virginia
$2.73M -$87.4K -1,247 -3%
PAS
516
Park Avenue Securities
New York
$2.73M +$2.73M +38,915 New
IRF
517
IBM Retirement Fund
New York
$2.72M -$25.2K -359 -0.9%
NFC
518
Northeast Financial Consultants
Connecticut
$2.71M -$422K -6,029 -13%
AF
519
Advisornet Financial
Minnesota
$2.7M -$561K -8,004 -17%
FBC
520
Fairfield, Bush & Co
Connecticut
$2.7M -$19.8K -282 -0.7%
PHK
521
Point72 Hong Kong
Hong Kong
$2.69M +$2.69M +38,385 New
KRSITF
522
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.68M -$621K -8,866 -19%
WB
523
WesBanco Bank
West Virginia
$2.68M -$140K -2,002 -5%
PL
524
Parthenon LLC
Kentucky
$2.67M – – –
ASN
525
Advisory Services Network
Georgia
$2.67M +$75K +1,071 +3%
19 20
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