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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 %
BST
701
Bath Savings Trust
Maine
$1.28M -$28K -400 -2%
DPIM
702
Duff & Phelps Investment Management
Illinois
$1.28M +$31.5K +450 +3%
TAM
703
Tocqueville Asset Management
New York
$1.27M -$32K -457 -2%
FVWA
704
Foster Victor Wealth Advisors
South Carolina
$1.27M +$66.3K +946 +6%
TA
705
Tiedemann Advisors
New York
$1.27M +$356 +5 +0%
LCP
706
Legacy Capital Partners
Wisconsin
$1.26M -$4.2K -60 -0.3%
GF
707
Gabelli Funds
New York
$1.26M – – –
CCA
708
Checchi Capital Advisers
California
$1.26M -$12K -171 -0.9%
DWM
709
Dakota Wealth Management
Florida
$1.25M +$646K +9,220 +107%
BDWM
710
Brewin Dolphin Wealth Management
Ireland
$1.24M – – –
RIM
711
Regent Investment Management
Kentucky
$1.24M +$712K +10,161 +136%
FMBTD
712
First Midwest Bank Trust Division
Illinois
$1.23M +$420 +6 +0%
WANY
713
Wealthspire Advisors (New York)
New York
$1.23M -$977K -13,947 -44%
DTL
714
Dynamic Technology Lab
Singapore
$1.23M +$1.23M +17,563 New
BFEC
715
Benjamin F. Edwards & Company
Missouri
$1.23M -$3.78K -54 -0.3%
MPCG
716
Matrix Private Capital Group
New York
$1.22M -$2.78K -39 -0.2%
MJRIC
717
Mogy Joel R Investment Counsel
California
$1.22M – – –
BPB
718
Badgley, Phelps & Bell
Washington
$1.22M -$12.5K -179 -1%
BCM
719
Bluefin Capital Management
New York
$1.22M +$29.3K +418 +2%
GAG
720
GM Advisory Group
New York
$1.22M – – –
FHB
721
First Hawaiian Bank
Hawaii
$1.22M +$69.3K +990 +6%
PGAM
722
Princeton Global Asset Management
New Jersey
$1.21M +$1.13M +16,200 +1,429%
APA
723
American Portfolios Advisors
New York
$1.21M -$33.8K -483 -3%
HPC
724
Hobart Private Capital
North Carolina
$1.21M -$365K -5,214 -23%
ACP
725
Ashfield Capital Partners
California
$1.21M -$3.5K -50 -0.3%
27 28
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