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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 %
NMIMC
751
Northwestern Mutual Investment Management Company
Wisconsin
$1.13M +$8.9K +127 +0.8%
MCM
752
Murphy Capital Management
New Jersey
$1.13M +$103K +1,477 +10%
CIP
753
Convergence Investment Partners
Florida
$1.12M +$138K +1,963 +14%
BSW
754
Buckingham Strategic Wealth
Missouri
$1.11M -$91.5K -1,305 -8%
SC
755
Stolper & Co
Oklahoma
$1.11M -$68.2K -974 -6%
Cetera Investment Advisers
756
Cetera Investment Advisers
Illinois
$1.11M +$52K +742 +5%
IRAG
757
Investment Research & Advisory Group
Georgia
$1.11M +$982K +14,115 +774%
SSA
758
Schonfeld Strategic Advisors
New York
$1.11M +$1.11M +15,787 New
AIM
759
Anchor Investment Management
South Carolina
$1.1M – – –
SDWIA
760
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.1M +$83.7K +1,139 +8%
OPS
761
Orion Portfolio Solutions
Nebraska
$1.1M +$33.6K +479 +3%
S
762
SignatureFD
Georgia
$1.09M -$40.6K -579 -4%
LNB
763
Ledyard National Bank
$1.09M -$25.4K -363 -2%
FNT
764
First National Trust
Pennsylvania
$1.09M -$18.9K -269 -2%
FNBTCON
765
First National Bank & Trust Co of Newtown
Pennsylvania
$1.09M – – –
ACS
766
Archford Capital Strategies
Illinois
$1.09M +$16.5K +236 +2%
BCP
767
Blackhawk Capital Partners
Wisconsin
$1.08M -$35.8K -491 -3%
Carson Wealth (CWM LLC)
768
Carson Wealth (CWM LLC)
Nebraska
$1.08M – – –
TPA
769
Trivium Point Advisory
Connecticut
$1.08M +$15.3K +216 +1%
RMSCM
770
R.M. Sincerbeaux Capital Management
New York
$1.08M – – –
AAS
771
Annex Advisory Services
Wisconsin
$1.07M +$13K +185 +1%
NCM
772
Northside Capital Management
Oregon
$1.06M – – –
SSWM
773
Smith Salley Wealth Management
North Carolina
$1.06M -$27.2K -389 -3%
SACTSONJ
774
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.05M – – –
ARMT
775
Amica Retiree Medical Trust
Rhode Island
$1.05M – – –
29 30
31
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