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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 %
Nomura Holdings
726
Nomura Holdings
Japan
$1.36M -$34.7M -419,387 -96%
WANY
727
Wealthspire Advisors (New York)
New York
$1.36M -$659K -7,960 -33%
ZF
728
Zhang Financial
Michigan
$1.36M +$386K +4,667 +40%
BSW
729
Buckingham Strategic Wealth
Missouri
$1.35M +$94.3K +1,139 +7%
BA
730
Bluesphere Advisors
Pennsylvania
$1.35M +$1.35M +16,323 New
FHB
731
First Hawaiian Bank
Hawaii
$1.35M -$8.12K -98 -0.6%
BFEC
732
Benjamin F. Edwards & Company
Missouri
$1.35M -$88.4K -1,068 -6%
MA
733
Montag & Associates
Georgia
$1.34M -$45.5K -550 -3%
FMBTD
734
First Midwest Bank Trust Division
Illinois
$1.34M -$158K -1,904 -11%
NMIMC
735
Northwestern Mutual Investment Management Company
Wisconsin
$1.34M -$1.24K -15 -0.1%
CCM
736
Coldstream Capital Management
Washington
$1.33M +$353K +4,258 +36%
FA
737
FMA Advisory
Pennsylvania
$1.33M -$7.78K -94 -0.6%
AT
738
Arden Trust
Delaware
$1.33M -$221K -2,672 -14%
GT
739
Greenleaf Trust
Michigan
$1.33M -$94.4K -1,141 -7%
BWM
740
Buckley Wealth Management
Nevada
$1.33M +$43.7K +528 +3%
TNBTD
741
Trustmark National Bank Trust Department
Mississippi
$1.32M -$334K -4,034 -20%
BAM
742
Belpointe Asset Management
Nevada
$1.32M +$73.9K +893 +6%
OIS
743
Okabena Investment Services
Minnesota
$1.31M -$146K -1,761 -10%
RMAM
744
Raab & Moskowitz Asset Management
New Jersey
$1.31M -$13.8K -167 -1%
ACS
745
Archford Capital Strategies
Illinois
$1.31M +$16.9K +203 +1%
SC
746
SouthState Corp
Florida
$1.31M -$93.5K -1,129 -7%
PCC
747
Park Circle Company
Maryland
$1.3M – – –
EF
748
Empirical Finance
Pennsylvania
$1.3M +$230K +2,774 +21%
SIP
749
Stoneridge Investment Partners
Pennsylvania
$1.3M +$403K +4,864 +45%
MP
750
McDonald Partners
Ohio
$1.3M +$1.3M +15,740 New
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