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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 %
BMC
676
Beaton Management Company
Massachusetts
$1.6M -$16.6K -200 -1%
AWM
677
Apollon Wealth Management
South Carolina
$1.6M +$1.6M +19,298 New
NCM
678
Narwhal Capital Management
Georgia
$1.6M -$12.4K -150 -0.8%
CI
679
Capital International
California
$1.59M +$106K +1,275 +7%
PMA
680
Prudent Man Advisors
Illinois
$1.59M -$15.2K -184 -0.9%
LMAM
681
Legg Mason Asset Management
Japan
$1.59M +$1.59M +19,223 New
PNAA
682
Pictet North America Advisors
Switzerland
$1.59M +$66.1K +799 +4%
CGH
683
Crossmark Global Holdings
Texas
$1.58M -$10.8K -131 -0.7%
CB
684
CNB Bank
Pennsylvania
$1.57M +$93.1K +1,124 +6%
RPC
685
Rossmore Private Capital
Connecticut
$1.56M +$3.98K +48 +0.3%
CA
686
Cortland Associates
Missouri
$1.56M – – –
IRAG
687
Investment Research & Advisory Group
Georgia
$1.55M +$182K +2,199 +13%
LF
688
Lee Financial
Texas
$1.55M -$203K -2,452 -12%
Dodge & Cox
689
Dodge & Cox
California
$1.55M – – –
DPIM
690
Duff & Phelps Investment Management
Illinois
$1.55M +$41.4K +500 +3%
BPB
691
Badgley, Phelps & Bell
Washington
$1.53M +$101K +1,224 +7%
PGAM
692
Princeton Global Asset Management
New Jersey
$1.53M +$149K +1,805 +11%
TAM
693
Tocqueville Asset Management
New York
$1.53M +$15K +181 +1%
DWM
694
Dakota Wealth Management
Florida
$1.52M +$14.1K +170 +0.9%
Loomis, Sayles & Company
695
Loomis, Sayles & Company
Massachusetts
$1.51M +$386K +4,662 +34%
HI
696
Human Investing
Oregon
$1.51M -$138K -1,664 -8%
WI
697
Wedgewood Investors
Pennsylvania
$1.49M -$20.7K -250 -1%
GF
698
Gabelli Funds
New York
$1.49M – – –
TPA
699
Trivium Point Advisory
Connecticut
$1.48M +$228K +2,745 +18%
MOS
700
MGO One Seven
Ohio
$1.48M -$117K -1,416 -7%
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