PM icon

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 %
CT
826
Coastline Trust
Rhode Island
$893K – – –
TI
827
Truehand Inc
New Hampshire
$889K -$21K -300 -2%
IA
828
IFG Advisory
Georgia
$887K -$50.3K -718 -5%
BAM
829
Barrett Asset Management
New York
$886K +$5.26K +75 +0.6%
IIA
830
ICW Investment Advisors
Arizona
$884K +$14.1K +201 +2%
CWM
831
Circle Wealth Management
New Jersey
$876K +$72.7K +1,038 +9%
SP
832
Symmetry Partners
Connecticut
$876K +$510K +7,281 +139%
NO
833
Ninety One
South Africa
$872K – – –
FL
834
Fort LP
Maryland
$871K -$1.34M -19,144 -61%
MCM
835
Monarch Capital Management
Indiana
$870K – – –
American Century Companies
836
American Century Companies
Missouri
$868K -$10.9M -155,323 -93%
ET
837
Equitable Trust
Tennessee
$861K -$16.8K -240 -2%
DBRC
838
D.B. Root & Company
Pennsylvania
$861K -$16.7K -238 -2%
HB
839
Homrich & Berg
Georgia
$860K -$12.5K -178 -1%
TPWA
840
TRUE Private Wealth Advisors
Oregon
$860K +$8.19K +115 +1%
VAS
841
Valicenti Advisory Services
New York
$857K -$36.4K -520 -4%
FHA
842
First Horizon Advisors
Tennessee
$853K -$149K -2,125 -15%
KWM
843
Keebeck Wealth Management
Illinois
$853K +$356K +5,000 +72%
RIA
844
Realta Investment Advisors
Delaware
$849K +$108K +1,536 +15%
MHS
845
M Holdings Securities
Oregon
$848K -$138K -1,967 -14%
DSC
846
Duncker Streett & Co
Missouri
$845K -$158K -2,258 -16%
OIA
847
OneDigital Investment Advisors
Kansas
$843K -$22K -301 -3%
SCM
848
Shelton Capital Management
Colorado
$843K -$20K -286 -2%
CPR
849
CSU Producer Resources
Ohio
$841K – – –
WS
850
Wedbush Securities
California
$839K -$52.8K -754 -6%
32 33
34
35 36