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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 %
LNB
801
Ledyard National Bank
$1.13M -$102K -1,236 -8%
CWM
802
Cornerstone Wealth Management
Missouri
$1.13M – – –
CCT
803
Capital City Trust
Florida
$1.13M +$44.6K +539 +4%
AG
804
Algert Global
California
$1.13M +$1.13M +13,624 New
IB
805
Intrust Bank
Kansas
$1.13M -$119K -1,439 -10%
WSC
806
Wellington Shields & Co
New York
$1.13M -$41.4K -500 -4%
NSIM
807
North Star Investment Management
Illinois
$1.13M – – –
CRIG
808
Charter Research & Investment Group
Connecticut
$1.12M – – –
FC
809
FORA Capital
Florida
$1.12M +$542K +6,551 +94%
MIM
810
MTM Investment Management
South Carolina
$1.12M +$1.12M +13,538 New
WS
811
Wedbush Securities
California
$1.12M +$172K +2,083 +18%
SCM
812
Southport Capital Management
Tennessee
$1.12M +$695K +8,393 +164%
KCM
813
Kanawha Capital Management
Virginia
$1.11M -$17.5K -211 -2%
RCAG
814
Rehmann Capital Advisory Group
Michigan
$1.11M +$14.3K +173 +1%
WP
815
WMS Partners
Maryland
$1.1M +$8.61K +104 +0.8%
FCA
816
FLC Capital Advisors
California
$1.1M +$72.9K +880 +7%
XF
817
XML Financial
Maryland
$1.1M -$86.3K -1,043 -7%
CWM
818
Circle Wealth Management
New Jersey
$1.09M +$57.5K +695 +6%
WHG
819
Westwood Holdings Group
Texas
$1.08M – – –
DF
820
Donoghue Forlines
Massachusetts
$1.08M -$124K -1,500 -10%
Carson Wealth (CWM LLC)
821
Carson Wealth (CWM LLC)
Nebraska
$1.08M – – –
WSTAM
822
Wilbanks Smith & Thomas Asset Management
Virginia
$1.07M -$9.27K -112 -0.9%
FDCDDQ
823
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.07M +$359K +4,338 +51%
JWCA
824
J.W. Cole Advisors
Florida
$1.06M -$6.72M -81,217 -86%
ECM
825
ExodusPoint Capital Management
New York
$1.06M -$2.21M -26,690 -68%
31 32
33
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