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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 %
KWM
776
Keebeck Wealth Management
Illinois
$1.22M +$178K +2,118 +17%
NHC
777
Nicholas Hoffman & Company
Georgia
$1.21M -$75.3K -910 -6%
DSC
778
Duncker Streett & Co
Missouri
$1.21M +$166K +2,006 +16%
SSWM
779
Smith Salley Wealth Management
North Carolina
$1.21M -$41.5K -502 -3%
BL
780
Balentine LLC
Georgia
$1.21M +$18.6K +225 +2%
WKWM
781
Walter & Keenan Wealth Management
Indiana
$1.21M +$331 +4 +0%
KA
782
KLCM Advisors
Wisconsin
$1.2M – – –
RIA
783
Realta Investment Advisors
Delaware
$1.19M +$154K +1,858 +15%
TNB
784
TCF National Bank
South Dakota
$1.19M +$14.7K +178 +1%
FNT
785
First National Trust
Pennsylvania
$1.19M -$80.2K -969 -6%
NCM
786
Northside Capital Management
Oregon
$1.17M -$83K -1,002 -7%
CBN
787
Cadence Bank NA
Texas
$1.17M -$51.8K -626 -4%
OPTFSNA
788
Old Point Trust & Financial Services N A
Virginia
$1.17M -$37.3K -450 -3%
NIA
789
Northstar Investment Advisors
Colorado
$1.17M -$65.8K -795 -5%
FCM
790
Fairholme Capital Management
Florida
$1.17M +$1.17M +14,100 New
WDA
791
Wendell David Associates
New Hampshire
$1.17M +$26.2K +316 +2%
KCMRT
792
Kemper Corp Master Retirement Trust
Illinois
$1.16M -$281K -3,400 -19%
ISL
793
Ingalls & Snyder LLC
New York
$1.16M -$84.1K -1,016 -7%
PP
794
Palladium Partners
Virginia
$1.16M +$5.13K +62 +0.4%
PWW
795
Pettyjohn Wood & White
Virginia
$1.15M – – –
AIM
796
Anchor Investment Management
South Carolina
$1.15M -$164K -1,979 -12%
CCC
797
Crescent Capital Consulting
Louisiana
$1.14M +$1.14M +13,814 New
SWP
798
Strategic Wealth Partners
Ohio
$1.14M -$55.5K -670 -5%
JCM
799
Jacobi Capital Management
Pennsylvania
$1.14M -$76.2K -925 -6%
WI
800
WrapManager Inc
California
$1.14M -$187K -2,263 -14%
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