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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 %
DPIM
726
Duff & Phelps Investment Management
Illinois
$1.66M -$150K -1,510 -8%
BFG
727
Beacon Financial Group
Texas
$1.66M +$887K +9,344 +114%
SIM
728
Sentry Investment Management
Wisconsin
$1.66M +$42.1K +425 +3%
GFA
729
Gifford Fong Associates
California
$1.66M – – –
IWP
730
Icon Wealth Partners
Texas
$1.65M +$498K +5,022 +43%
IA
731
IFP Advisors
Florida
$1.65M +$209K +2,108 +14%
PMA
732
Prudent Man Advisors
Illinois
$1.65M -$314K -3,173 -16%
PGAM
733
Princeton Global Asset Management
New Jersey
$1.65M – – –
RIL
734
Rothschild Investment LLC
Illinois
$1.64M +$15.4K +155 +0.9%
LA
735
Lynch & Associates
Indiana
$1.64M +$60.6K +611 +4%
GIBU
736
Gulf International Bank (UK)
United Kingdom
$1.64M -$128K -1,293 -7%
MPCG
737
Matrix Private Capital Group
New York
$1.63M – – –
CFGS
738
Concourse Financial Group Securities
Alabama
$1.63M +$71.7K +715 +5%
IB
739
Intrust Bank
Kansas
$1.61M +$88K +888 +6%
FA
740
FMA Advisory
Pennsylvania
$1.6M +$36.2K +365 +2%
NHC
741
Nicholas Hoffman & Company
Georgia
$1.59M +$142K +1,431 +10%
TI
742
Tidal Investments
Wisconsin
$1.59M +$843K +8,505 +112%
RMAM
743
Raab & Moskowitz Asset Management
New Jersey
$1.59M – – –
SC
744
SouthState Corp
Florida
$1.58M +$105K +1,057 +7%
SBH
745
Segall Bryant & Hamill
Illinois
$1.58M +$472K +4,768 +43%
JG
746
Jefferies Group
New York
$1.58M +$1.58M +15,938 New
CCP
747
Clarkston Capital Partners
Michigan
$1.58M -$24.1K -243 -2%
LNC
748
Lincoln National Corp
Pennsylvania
$1.57M +$116K +1,168 +8%
SSWM
749
Smith Salley Wealth Management
North Carolina
$1.57M +$11.9K +120 +0.8%
SB
750
Simmons Bank
Arkansas
$1.57M +$8.52K +86 +0.5%
28 29
30
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