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Philip Morris
PM

Overview Fund Activity

1,842 hedge funds and large institutions have $110B invested in Philip Morris in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 696 increasing their positions, 694 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
-9
Holders Change %
-0.49%
% of All Funds
32.35%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.79%
New
121
Increased
696
Reduced
694
Closed
104
Calls
$716M
Puts
$787M
Net Calls
-$71.6M
Net Calls Change
-$24.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$348M
2
GQG Partners
GQG Partners
Florida
+$236M
3
Capital World Investors
Capital World Investors
California
+$204M
4
N
Natixis
France
+$185M
5
Two Sigma Investments
Two Sigma Investments
New York
+$174M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$485M
2
TAM
Troy Asset Management
United Kingdom
-$381M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$136M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMG
526
ProVise Management Group
Florida
$3.19M +$437K +4,613 +16%
FBT
527
First Bank & Trust
South Dakota
$3.17M +$32.6K +344 +1%
XSC
528
X-Square Capital
Puerto Rico
$3.17M +$46K +485 +1%
VCA
529
Verdence Capital Advisors
Maryland
$3.16M +$47K +496 +2%
LCM
530
LVM Capital Management
Michigan
$3.15M +$12.9K +136 +0.4%
SC
531
Sepio Capital
Utah
$3.09M +$142K +1,502 +5%
HSA
532
HBK Sorce Advisory
Pennsylvania
$3.09M +$261K +2,750 +9%
TNBTD
533
Trustmark National Bank Trust Department
Mississippi
$3.05M -$194K -2,051 -6%
FIM
534
Fernwood Investment Management
Massachusetts
$3.05M +$24.3K +256 +0.8%
Holocene Advisors
535
Holocene Advisors
New York
$3.04M -$1.88M -19,780 -38%
NAM
536
NorthCoast Asset Management
Connecticut
$3.03M – – –
HI
537
Horizon Investments
North Carolina
$3.03M +$2.04M +21,541 +208%
WCM
538
Windward Capital Management
California
$3.01M +$12K +127 +0.4%
HKIM
539
Hayek Kallen Investment Management
Alabama
$3.01M -$49.7K -524 -2%
CLOS
540
Compagnie Lombard Odier SCmA
Switzerland
$3M – – –
VPIM
541
Vanguard Personalized Indexing Management
California
$3M +$443K +4,671 +17%
BCM
542
Brookstone Capital Management
Illinois
$2.99M +$826K +8,476 +38%
YWP
543
YorkBridge Wealth Partners
New York
$2.98M – – –
MAFM
544
Mid Atlantic Financial Management
Pennsylvania
$2.94M -$9.01K -95 -0.3%
CCM
545
Covington Capital Management
California
$2.93M -$17.1K -180 -0.6%
CA
546
Cullinan Associates
Kentucky
$2.92M +$398K +4,200 +16%
BT
547
Brandywine Trust
Delaware
$2.92M – – –
Squarepoint
548
Squarepoint
New York
$2.88M +$742K +7,824 +35%
DA
549
Doliver Advisors
Texas
$2.86M -$68.7K -725 -2%
OPS
550
Orion Portfolio Solutions
Nebraska
$2.86M +$631K +6,662 +28%
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