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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 %
KPWS
826
Kestra Private Wealth Services
Texas
$1.06M +$195K +2,397 +23%
MHS
827
M Holdings Securities
Oregon
$1.06M +$52.4K +633 +5%
PWM
828
PBMares Wealth Management
Virginia
$1.06M +$622K +7,512 +143%
CT
829
Coastline Trust
Rhode Island
$1.05M – – –
NCM
830
Noesis Capital Mangement
Florida
$1.05M – – –
TI
831
Truehand Inc
New Hampshire
$1.05M – – –
EHC
832
Everett Harris & Co
California
$1.05M +$96.8K +1,169 +10%
Two Sigma Advisers
833
Two Sigma Advisers
New York
$1.04M -$16.6M -200,689 -94%
RIM
834
Redwood Investment Management
Arizona
$1.04M +$270K +3,259 +35%
AI
835
Atom Investors
Texas
$1.03M -$400K -4,834 -28%
PF
836
Phoenix Financial
Israel
$1.03M -$2.31M -27,904 -69%
NO
837
Ninety One
South Africa
$1.03M -$807K -9,756 -44%
CA
838
Cornerstone Advisory
Maryland
$1.03M -$426K -5,150 -29%
SB
839
Sunflower Bank
Texas
$1.01M +$1.01M +12,225 New
WJWM
840
Williams Jones Wealth Management
New York
$1.01M -$4.8K -58 -0.5%
VAS
841
Valicenti Advisory Services
New York
$1.01M +$8.86K +107 +0.9%
SP
842
Symmetry Partners
Connecticut
$1.01M -$238K -2,874 -19%
CAM
843
Cozad Asset Management
Illinois
$1.01M -$403K -4,864 -29%
TAM
844
Taurus Asset Management
New York
$1M -$6.89M -83,279 -87%
ET
845
Equitable Trust
Tennessee
$997K -$14.8K -179 -1%
TCOV
846
Trust Company of Vermont
Vermont
$993K -$159K -1,918 -14%
CPR
847
CSU Producer Resources
Ohio
$993K – – –
GC
848
Gilbert & Cook
Iowa
$992K +$279K +3,375 +39%
EM
849
Excalibur Management
Massachusetts
$987K +$35.9K +433 +4%
CCM
850
Condor Capital Management
New Jersey
$985K -$539K -6,507 -35%
32 33
34
35 36