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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 %
WAM
551
World Asset Management
Michigan
$2.59M -$24.7K -298 -0.9%
AC
552
Allstate Corporation
Illinois
$2.59M +$372K +4,495 +17%
CLOS
553
Compagnie Lombard Odier SCmA
Switzerland
$2.58M -$53.8K -650 -2%
Vontobel Holding
554
Vontobel Holding
Switzerland
$2.57M +$2.57M +29,859 New
BT
555
Brandywine Trust
Delaware
$2.55M – – –
VFA
556
Valeo Financial Advisors
Indiana
$2.53M +$329K +3,979 +15%
MAFM
557
Mid Atlantic Financial Management
Pennsylvania
$2.52M +$298K +3,596 +13%
TNB
558
Thomasville National Bank
Georgia
$2.49M +$144K +1,735 +6%
Capstone Investment Advisors
559
Capstone Investment Advisors
New York
$2.48M +$42.6K +515 +2%
LIM
560
Longfellow Investment Management
Massachusetts
$2.48M +$2.48M +29,948 New
HAIM
561
Hunter Associates Investment Management
Pennsylvania
$2.47M +$261K +3,157 +12%
AL
562
Arnhold LLC
New York
$2.47M – – –
DA
563
Doliver Advisors
Texas
$2.46M +$166K +2,005 +7%
PHS
564
Pekin Hardy Strauss
Illinois
$2.46M +$282K +3,408 +13%
TC
565
Telemus Capital
Michigan
$2.45M +$1.24K +15 +0.1%
HSA
566
HBK Sorce Advisory
Pennsylvania
$2.44M +$174K +2,107 +8%
MNBTD
567
Moody National Bank Trust Division
Texas
$2.41M – – –
VCA
568
Verdence Capital Advisors
Maryland
$2.4M -$93K -1,123 -4%
RL
569
Ruffer LLP
United Kingdom
$2.4M +$1.08M +13,000 +81%
PTC
570
Private Trust Company
Ohio
$2.38M +$295K +3,567 +14%
BG
571
Bahl & Gaynor
Ohio
$2.37M -$58.8K -710 -2%
XSC
572
X-Square Capital
Puerto Rico
$2.36M +$30.7K +371 +1%
AAS
573
Avantax Advisory Services
Texas
$2.36M -$2.99M -36,159 -56%
SWM
574
SeaCrest Wealth Management
New York
$2.33M -$45.5K -550 -2%
HCMNY
575
Howard Capital Management (New York)
New York
$2.32M +$3.15K +38 +0.1%
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