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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 %
HFM
651
Hartford Financial Management
Connecticut
$1.76M – – –
RCM
652
Radnor Capital Management
Pennsylvania
$1.75M -$13.7K -165 -0.8%
BFS
653
Bradley Foster & Sargent
Connecticut
$1.75M +$33.9K +410 +2%
SC
654
Scotia Capital
Ontario, Canada
$1.75M +$37.9K +458 +2%
HH
655
Hilltop Holdings
Texas
$1.73M +$140K +1,687 +9%
FVWA
656
Foster Victor Wealth Advisors
South Carolina
$1.72M +$115K +1,385 +7%
FL
657
Fort LP
Maryland
$1.72M +$472K +5,695 +38%
MC
658
Moors & Cabot
Massachusetts
$1.72M -$156K -1,879 -8%
DWA
659
Douglass Winthrop Advisors
New York
$1.7M -$124K -1,500 -7%
BHBT
660
Burke & Herbert Bank & Trust
Virginia
$1.69M -$17.9K -216 -1%
JWBC
661
J.W. Burns & Co
New York
$1.69M -$35.6K -430 -2%
FI
662
FormulaFolio Investments
Michigan
$1.68M +$1.08M +13,063 +180%
TCPWM
663
Traverso Chambers Private Wealth Management
California
$1.68M +$248 +3 +0%
KFC
664
Klingenstein Fields & Co
New York
$1.67M -$134K -1,613 -7%
BAM
665
Berkshire Asset Management
Pennsylvania
$1.67M +$132K +1,596 +9%
CSPIA
666
Cary Street Partners Investment Advisory
Virginia
$1.67M +$1.31M +15,809 +362%
AAIM
667
American Assets Investment Management
California
$1.66M – – –
AWM
668
Altium Wealth Management
New York
$1.64M +$2.15K +26 +0.1%
MBT
669
Montecito Bank & Trust
California
$1.64M +$985K +11,900 +151%
APA
670
American Portfolios Advisors
New York
$1.63M +$121K +1,461 +8%
AC
671
Avestar Capital
New York
$1.63M +$74.7K +890 +5%
WSCM
672
Wellington Shields Capital Management
New York
$1.63M +$398K +4,809 +32%
QT
673
Quantbot Technologies
New York
$1.62M -$90.7K -1,096 -5%
IA
674
IFG Advisory
Georgia
$1.62M +$278K +3,362 +21%
CG
675
Caprock Group
Idaho
$1.6M -$117K -1,391 -7%
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