PM icon

Philip Morris
PM

Overview Fund Activity

1,851 hedge funds and large institutions have $115B invested in Philip Morris in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 718 increasing their positions, 681 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,851
Holders Change
+22
Holders Change %
+1.2%
% of All Funds
32.31%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
0.91%
New
124
Increased
718
Reduced
681
Closed
79
Calls
$563M
Puts
$609M
Net Calls
-$46.7M
Net Calls Change
+$15.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$457M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$255M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Macquarie Group
Macquarie Group
Australia
+$147M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$658M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$397M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$327M
4
Renaissance Technologies
Renaissance Technologies
New York
-$218M
5
Fidelity International
Fidelity International
Bermuda
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
526
Independent Advisor Alliance
North Carolina
$3.38M +$75K +757 +2%
AAS
527
Avantax Advisory Services
Texas
$3.36M +$237K +2,384 +8%
FBT
528
First Bankers Trust
Kentucky
$3.34M -$465K -4,693 -12%
SSG
529
Summit Securities Group
New York
$3.29M +$2.34M +23,567 +245%
LCM
530
LVM Capital Management
Michigan
$3.28M -$10.4K -105 -0.3%
FBT
531
First Bank & Trust
South Dakota
$3.28M -$27K -272 -0.8%
WB
532
WesBanco Bank
West Virginia
$3.27M -$280K -2,830 -8%
VCA
533
Verdence Capital Advisors
Maryland
$3.26M +$347K +3,502 +12%
XSC
534
X-Square Capital
Puerto Rico
$3.25M +$281K +2,843 +9%
Vontobel Holding
535
Vontobel Holding
Switzerland
$3.23M +$233K +2,382 +8%
FBC
536
Fairfield, Bush & Co
Connecticut
$3.22M -$197K -1,983 -6%
HKIM
537
Hayek Kallen Investment Management
Alabama
$3.2M +$17.6K +178 +0.6%
BMSSC
538
B. Metzler seel. Sohn & Co
Germany
$3.18M -$2.74M -27,664 -46%
NAM
539
NorthCoast Asset Management
Connecticut
$3.17M +$3.07K +31 +0.1%
FIM
540
Fernwood Investment Management
Massachusetts
$3.16M +$109K +1,095 +4%
CLOS
541
Compagnie Lombard Odier SCmA
Switzerland
$3.14M – – –
WCM
542
Windward Capital Management
California
$3.14M +$21.5K +217 +0.7%
AC
543
Avestar Capital
New York
$3.13M +$426K +4,251 +16%
VFP
544
Verus Financial Partners
Virginia
$3.13M +$43.9K +463 +1%
YWP
545
YorkBridge Wealth Partners
New York
$3.11M – – –
MSA
546
Marino Stram & Associates
Massachusetts
$3.11M +$2.14M +21,547 +219%
MAFM
547
Mid Atlantic Financial Management
Pennsylvania
$3.09M -$14.8K -149 -0.5%
SC
548
Sepio Capital
Utah
$3.08M -$285K -2,875 -8%
CCM
549
Covington Capital Management
California
$3.08M -$32.7K -330 -1%
AC
550
Allstate Corporation
Illinois
$3.08M -$257K -2,598 -8%
20 21
22
23 24