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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 %
WI
701
Wedgewood Investors
Pennsylvania
$1.8M -$5.95K -60 -0.3%
HI
702
Human Investing
Oregon
$1.8M +$58.6K +591 +3%
CCT
703
Capital City Trust
Florida
$1.78M +$13K +131 +0.7%
ETI
704
Enterprise Trust & Investment
California
$1.75M -$1.58M -15,988 -48%
O
705
Ossiam
France
$1.75M +$1.75M +17,499 New
OCM
706
One Capital Management
California
$1.74M +$1.74M +17,513 New
CFA
707
Camarda Financial Advisors
Florida
$1.73M – – –
BTWM
708
Baker Tilly Wealth Management
Wisconsin
$1.73M +$193K +1,950 +13%
S
709
SignatureFD
Georgia
$1.73M +$108K +1,094 +7%
HBT
710
Heartland Bank & Trust
Illinois
$1.73M +$1.73M +17,421 New
SMH
711
Sanders Morris Harris
Texas
$1.72M -$3.46M -35,000 -67%
BWM
712
Buckley Wealth Management
Nevada
$1.72M -$1.29K -13 -0.1%
GAG
713
GM Advisory Group
New York
$1.72M – – –
B
714
Bailard
California
$1.72M – – –
BAM
715
Belpointe Asset Management
Nevada
$1.72M +$51.5K +520 +3%
DIA
716
Dana Investment Advisors
Wisconsin
$1.71M +$186K +1,874 +12%
CCM
717
Coldstream Capital Management
Washington
$1.71M +$119K +1,201 +8%
RCM
718
Radnor Capital Management
Pennsylvania
$1.7M – – –
SS
719
Simplicity Solutions
Minnesota
$1.7M +$298K +3,011 +21%
MOS
720
MGO One Seven
Ohio
$1.69M -$111K -1,118 -6%
CCA
721
Checchi Capital Advisers
California
$1.69M +$16K +161 +1%
BDWM
722
Brewin Dolphin Wealth Management
Ireland
$1.68M +$6.54K +66 +0.4%
SLT
723
St Louis Trust
Missouri
$1.68M – – –
MJRIC
724
Mogy Joel R Investment Counsel
California
$1.68M – – –
ST
725
Spinnaker Trust
Maine
$1.67M -$3.67K -37 -0.2%
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