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Philip Morris
PM

Overview Fund Activity

1,851 hedge funds and large institutions have $115B invested in Philip Morris in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 718 increasing their positions, 681 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,851
Holders Change
+22
Holders Change %
+1.2%
% of All Funds
32.31%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
0.91%
New
124
Increased
718
Reduced
681
Closed
79
Calls
$563M
Puts
$609M
Net Calls
-$46.7M
Net Calls Change
+$15.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$457M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$255M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Macquarie Group
Macquarie Group
Australia
+$147M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$658M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$397M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$327M
4
Renaissance Technologies
Renaissance Technologies
New York
-$218M
5
Fidelity International
Fidelity International
Bermuda
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
676
Greenleaf Trust
Michigan
$1.92M +$32.2K +325 +2%
GJIC
677
Gamble Jones Investment Counsel
California
$1.92M -$119K -1,200 -6%
IAMOG
678
Investors Asset Management of Georgia
Georgia
$1.9M -$416K -4,200 -18%
Assenagon Asset Management
679
Assenagon Asset Management
Luxembourg
$1.9M -$80.7M -814,071 -98%
PWM
680
PBMares Wealth Management
Virginia
$1.9M -$120K -1,215 -6%
BFEC
681
Benjamin F. Edwards & Company
Missouri
$1.9M +$269K +2,711 +16%
NCM
682
Narwhal Capital Management
Georgia
$1.9M +$16.4K +165 +0.9%
IRAG
683
Investment Research & Advisory Group
Georgia
$1.89M +$31.4K +317 +2%
WGA
684
Weather Gauge Advisory
Virginia
$1.88M -$20.7K -209 -1%
IA
685
IFG Advisory
Georgia
$1.87M -$113K -1,136 -6%
FT
686
Fiduciary Trust
Massachusetts
$1.86M +$21.6K +218 +1%
CGH
687
Crossmark Global Holdings
Texas
$1.86M -$32.7K -330 -2%
CA
688
Cortland Associates
Missouri
$1.86M – – –
Lido Advisors
689
Lido Advisors
California
$1.86M +$602 +6 +0%
AIA
690
Affinity Investment Advisors
California
$1.85M -$1.28M -12,949 -41%
FDCDDQ
691
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.85M -$9.71K -98 -0.5%
SOAMC
692
Spirit of America Management Corp
New York
$1.84M +$24.8K +250 +1%
Wealth Enhancement Advisory Services
693
Wealth Enhancement Advisory Services
Minnesota
$1.84M +$1.84M +18,488 New
LCP
694
Legacy Capital Partners
Wisconsin
$1.84M +$71.4K +720 +4%
EF
695
Empirical Finance
Pennsylvania
$1.83M +$268K +2,706 +17%
SWA
696
Stratos Wealth Advisors
Ohio
$1.83M +$1.15M +11,649 +172%
Dodge & Cox
697
Dodge & Cox
California
$1.83M -$9.91K -100 -0.5%
BST
698
Bath Savings Trust
Maine
$1.82M +$102K +1,030 +6%
BMC
699
Beaton Management Company
Massachusetts
$1.82M – – –
RIM
700
Regent Investment Management
Kentucky
$1.81M +$173K +1,750 +11%
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