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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 %
CAG
651
Csenge Advisory Group
Florida
$1.51M +$301K +4,299 +25%
GJIC
652
Gamble Jones Investment Counsel
California
$1.51M -$28K -400 -2%
SSB
653
Sandy Spring Bank
Maryland
$1.51M -$157K -2,247 -9%
IA
654
IFP Advisors
Florida
$1.51M -$148K -2,101 -9%
JWBC
655
J.W. Burns & Co
New York
$1.51M -$16.7K -238 -1%
VCM
656
Virtue Capital Management
Tennessee
$1.5M +$1.5M +21,466 New
MA
657
Mutual Advisors
Nebraska
$1.5M +$90.6K +1,294 +6%
MCG
658
MACRO Consulting Group
New Jersey
$1.5M -$14.3K -204 -0.9%
WF
659
Welch & Forbes
Massachusetts
$1.5M +$26.8K +383 +2%
MCM
660
MAI Capital Management
Ohio
$1.49M +$202K +2,883 +16%
LF
661
Lee Financial
Texas
$1.49M -$20K -285 -1%
CG
662
Caprock Group
Idaho
$1.49M +$136K +1,906 +10%
HFM
663
Hartford Financial Management
Connecticut
$1.49M +$4.97K +71 +0.3%
EIP
664
Easterly Investment Partners
Massachusetts
$1.48M +$40.5K +578 +3%
LMAM
665
Legg Mason Asset Management
Japan
$1.47M +$92.2K +1,315 +7%
QT
666
Quantbot Technologies
New York
$1.46M +$1.46M +20,906 New
BHBT
667
Burke & Herbert Bank & Trust
Virginia
$1.45M +$51.3K +733 +4%
MC
668
Moors & Cabot
Massachusetts
$1.45M +$20.3K +290 +1%
LNWWM
669
Laird Norton Wetherby Wealth Management
California
$1.43M -$222K -3,174 -13%
P
670
Pitcairn
Pennsylvania
$1.43M -$70.9K -1,012 -5%
TCPWM
671
Traverso Chambers Private Wealth Management
California
$1.42M +$210 +3 +0%
CGH
672
Crossmark Global Holdings
Texas
$1.41M +$144K +2,062 +11%
HI
673
Human Investing
Oregon
$1.4M -$61.2K -874 -4%
AAIM
674
American Assets Investment Management
California
$1.4M – – –
MOS
675
MGO One Seven
Ohio
$1.4M +$117K +1,665 +9%
25 26
27
28 29