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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 %
VCA
551
Verdence Capital Advisors
Maryland
$2.31M +$65.6K +936 +3%
HKIM
552
Hayek Kallen Investment Management
Alabama
$2.3M +$14K +200 +0.6%
S
553
Surevest
California
$2.29M +$144K +2,060 +7%
PCM
554
Palouse Capital Management
Washington
$2.29M +$2.29M +32,676 New
IAA
555
Independent Advisor Alliance
North Carolina
$2.28M -$500K -7,134 -18%
MAM
556
Martingale Asset Management
Massachusetts
$2.26M +$1.52M +21,695 +206%
SAM
557
Silphium Asset Management
United Kingdom
$2.24M +$2.24M +32,000 New
FBT
558
First Bank & Trust
South Dakota
$2.24M +$106K +1,513 +5%
FIM
559
Fernwood Investment Management
Massachusetts
$2.22M +$37.1K +530 +2%
AIA
560
Affinity Investment Advisors
California
$2.2M -$460K -6,570 -17%
II
561
IFM Investors
Australia
$2.2M -$4.87M -69,508 -69%
WAM
562
World Asset Management
Michigan
$2.18M -$1.56M -22,231 -42%
TNB
563
Thomasville National Bank
Georgia
$2.16M +$224K +3,195 +12%
TC
564
Telemus Capital
Michigan
$2.16M – – –
BT
565
Brandywine Trust
Delaware
$2.16M – – –
GAM
566
Griffin Asset Management
New York
$2.16M +$222K +3,173 +11%
SLI
567
Sumitomo Life Insurance
Japan
$2.14M -$867K -12,370 -29%
BG
568
Bahl & Gaynor
Ohio
$2.13M -$1M -14,299 -32%
AL
569
Arnhold LLC
New York
$2.09M – – –
CCM
570
Covington Capital Management
California
$2.09M -$51.1K -729 -2%
CLOS
571
Compagnie Lombard Odier SCmA
Switzerland
$2.08M – – –
MNBTD
572
Moody National Bank Trust Division
Texas
$2.07M +$463K +6,604 +29%
BAM
573
Belpointe Asset Management
Nevada
$2.05M +$1.07M +15,212 +108%
SYBT
574
Stock Yards Bank & Trust
Kentucky
$2.04M -$31.2K -445 -2%
KPCM
575
Kings Point Capital Management
New York
$2.04M -$45.5K -650 -2%
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