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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 %
CA
676
Cornerstone Advisory
Maryland
$1.39M +$1.17M +16,653 +520%
NIA
677
Northstar Investment Advisors
Colorado
$1.38M +$64.5K +920 +5%
BWM
678
Buckley Wealth Management
Nevada
$1.38M +$20.6K +294 +2%
AT
679
Arden Trust
Delaware
$1.37M -$565K -8,065 -29%
BMC
680
Beaton Management Company
Massachusetts
$1.37M -$7.01K -100 -0.5%
WG
681
Welch Group
Alabama
$1.36M +$166K +2,373 +14%
SB
682
Simmons Bank
Arkansas
$1.36M +$17.9K +256 +1%
NCM
683
Narwhal Capital Management
Georgia
$1.36M -$9.46K -135 -0.7%
SW
684
SVB Wealth
Massachusetts
$1.35M +$177K +2,526 +15%
SC
685
Scotia Capital
Ontario, Canada
$1.34M +$74.6K +1,062 +6%
WI
686
Wedgewood Investors
Pennsylvania
$1.34M – – –
JCM
687
Jacobi Capital Management
Pennsylvania
$1.34M +$228K +3,676 +20%
BAM
688
Berkshire Asset Management
Pennsylvania
$1.34M -$223K -3,180 -14%
PMA
689
Prudent Man Advisors
Illinois
$1.34M +$1.34M +19,054 New
HH
690
Hilltop Holdings
Texas
$1.33M -$25.7K -367 -2%
FQ
691
First Quadrant
California
$1.33M +$511K +7,286 +63%
XF
692
XML Financial
Maryland
$1.32M +$65.6K +937 +5%
CA
693
Cortland Associates
Missouri
$1.32M – – –
AWM
694
Altium Wealth Management
New York
$1.32M -$573K -8,178 -30%
RG
695
Rikoon Group
New Mexico
$1.32M +$28.5K +400 +2%
Dodge & Cox
696
Dodge & Cox
California
$1.31M – – –
AC
697
Avestar Capital
New York
$1.31M +$22.9K +322 +2%
RPC
698
Rossmore Private Capital
Connecticut
$1.31M +$14K +200 +1%
SFFS
699
Stonehage Fleming Financial Services
Jersey
$1.29M -$1.13M -16,082 -47%
CCM
700
Condor Capital Management
New Jersey
$1.29M – – –
26 27
28
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