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Philip Morris
PM

Overview Fund Activity

1,801 hedge funds and large institutions have $96B invested in Philip Morris in 2020 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 603 increasing their positions, 719 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,801
Holders Change
+128
Holders Change %
+7.65%
% of All Funds
31.96%
Holding in Top 10
41
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.14%
% of All Funds
0.73%
New
236
Increased
603
Reduced
719
Closed
83
Calls
$472M
Puts
$579M
Net Calls
-$107M
Net Calls Change
-$54.1M

Top Buyers

1
CWM
CIBC World Markets
New York
+$631M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$443M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$278M
4
Franklin Resources
Franklin Resources
California
+$216M
5
Capital International Investors
Capital International Investors
California
+$212M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$514M
2
State Street
State Street
Massachusetts
-$231M
3
First Eagle Investment Management
First Eagle Investment Management
New York
-$189M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$151M
5
VAM
Veritas Asset Management
United Kingdom
-$142M
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
501
FDx Advisors
Illinois
$3.34M +$125K +1,505 +4%
SBIA
502
Sheaff Brock Investment Advisors
Indiana
$3.32M -$51.7K -624 -2%
MBTD
503
Mechanics Bank - Trust Department
California
$3.31M -$101K -1,220 -3%
SC
504
Sepio Capital
Utah
$3.3M -$176K -2,130 -5%
JIC
505
Johnson Investment Counsel
Ohio
$3.29M -$198K -2,362 -6%
FWM
506
Frontier Wealth Management
Missouri
$3.29M +$2.06M +24,829 +167%
SCA
507
Snowden Capital Advisors
New York
$3.23M +$29.3K +354 +0.9%
IMRF
508
Illinois Municipal Retirement Fund
Illinois
$3.23M +$1.57M +19,017 +95%
ASN
509
Advisory Services Network
Georgia
$3.22M -$37K -447 -1%
PL
510
Parthenon LLC
Kentucky
$3.19M +$33.1K +400 +1%
NFC
511
Northeast Financial Consultants
Connecticut
$3.19M – – –
SAM
512
Synergy Asset Management
Washington
$3.18M +$3.18M +38,465 New
FNBT
513
FineMark National Bank & Trust
Florida
$3.16M +$970K +11,714 +44%
EWM
514
Evercore Wealth Management
New York
$3.1M +$89.5K +1,081 +3%
PWP
515
Principle Wealth Partners
Connecticut
$3.1M +$2.5M +30,251 +420%
SPC
516
Sigma Planning Corp
Michigan
$3.09M -$43.6K -527 -1%
FBC
517
Fairfield, Bush & Co
Connecticut
$3.07M -$116K -1,398 -4%
VAS
518
Vestmark Advisory Solutions
Massachusetts
$3.05M -$179K -2,159 -6%
DCP
519
Distillate Capital Partners
Illinois
$3.04M +$3.04M +37,274 New
NB
520
NBT Bank
New York
$3.03M -$57.3K -692 -2%
SIC
521
Salem Investment Counselors
North Carolina
$3.01M +$56.6K +684 +2%
RC
522
RegentAtlantic Capital
New Jersey
$3.01M +$883K +10,660 +42%
Kayne Anderson Rudnick Investment Management
523
Kayne Anderson Rudnick Investment Management
California
$2.98M +$16.8K +203 +0.6%
BRWA
524
B. Riley Wealth Advisors
Florida
$2.97M -$665K -8,028 -18%
RIM
525
Redpoint Investment Management
Australia
$2.92M +$247K +2,985 +9%
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