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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 %
PP
801
Palladium Partners
Virginia
$962K -$3.08K -44 -0.3%
CFG
802
Citizens Financial Group
Rhode Island
$960K -$64.9K -920 -6%
CWM
803
Cornerstone Wealth Management
Missouri
$958K +$55.6K +794 +6%
CRIG
804
Charter Research & Investment Group
Connecticut
$957K -$31.5K -450 -3%
JWCA
805
J.W. Cole Advisors
Florida
$956K +$746K +10,649 +355%
NSIM
806
North Star Investment Management
Illinois
$953K – – –
WP
807
WMS Partners
Maryland
$952K -$216K -3,076 -18%
PA
808
Planning Alternatives
Michigan
$948K – – –
WAM
809
Wealthspire Advisors (Maryland)
Maryland
$946K +$135K +1,928 +17%
SC
810
SouthState Corp
Florida
$944K -$30.2K -431 -3%
CNC
811
Canandaigua National Corp
New York
$938K +$938K +13,388 New
RCAG
812
Rehmann Capital Advisory Group
Michigan
$936K -$12.1K -173 -1%
CAM
813
CenterStar Asset Management
Illinois
$936K -$29K – –
SOAMC
814
Spirit of America Management Corp
New York
$935K +$420K +6,000 +82%
SW
815
SteelPeak Wealth
California
$932K -$572K -8,164 -38%
DAS
816
Dynamic Advisor Solutions
Arizona
$927K +$53.1K +758 +6%
WHG
817
Westwood Holdings Group
Texas
$916K -$221K -3,156 -19%
BJL
818
Brighton Jones LLC
Washington
$916K -$1.96K -28 -0.2%
SWP
819
Strategic Wealth Partners
Ohio
$916K +$94.5K +1,348 +12%
DT
820
Diversified Trust
Tennessee
$915K -$37.2K -531 -4%
IB
821
Intrust Bank
Kansas
$914K -$81.5K -1,163 -8%
Fisher Asset Management
822
Fisher Asset Management
Washington
$908K -$177K -2,525 -16%
PI
823
Putnam Investments
Massachusetts
$907K – – –
CCT
824
Capital City Trust
Florida
$899K +$23.3K +333 +3%
FWM
825
Frontier Wealth Management
Missouri
$899K +$103K +1,465 +13%
31 32
33
34 35