PM icon

Philip Morris
PM

Overview Fund Activity

1,829 hedge funds and large institutions have $103B invested in Philip Morris in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 725 increasing their positions, 678 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+28
Holders Change %
+1.55%
% of All Funds
32.21%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.74%
New
145
Increased
725
Reduced
678
Closed
102
Calls
$440M
Puts
$502M
Net Calls
-$62.1M
Net Calls Change
+$45.3M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$814M
2
Capital International Investors
Capital International Investors
California
+$625M
3
CIBC World Market
CIBC World Market
Ontario, Canada
+$358M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$227M
5
Renaissance Technologies
Renaissance Technologies
New York
+$195M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$413M
2
VAM
Veritas Asset Management
United Kingdom
-$299M
3
Morgan Stanley
Morgan Stanley
New York
-$289M
4
Citadel Advisors
Citadel Advisors
Florida
-$253M
5
State Street
State Street
Massachusetts
-$245M
Name Holding Trade Value Shares
Change 		Shares
Change %
XF
826
XML Financial
Maryland
$1.18M +$799 +9 +0.1%
HW
827
Hancock Whitney
Mississippi
$1.17M -$2.57M -28,967 -69%
SCM
828
Southport Capital Management
Tennessee
$1.17M -$30.2K -340 -3%
MAM
829
Meeder Asset Management
Ohio
$1.16M +$306K +3,452 +36%
SWP
830
Strategic Wealth Partners
Ohio
$1.16M -$62.5K -704 -5%
MIM
831
MTM Investment Management
South Carolina
$1.16M -$44.4K -500 -4%
RFG
832
Range Financial Group
Oregon
$1.15M +$1.15M +12,967 New
JWCA
833
J.W. Cole Advisors
Florida
$1.14M +$355 +4 +0%
WHG
834
Westwood Holdings Group
Texas
$1.13M -$27.8K -313 -2%
WSTAM
835
Wilbanks Smith & Thomas Asset Management
Virginia
$1.13M -$13.9K -157 -1%
ET
836
Equitable Trust
Tennessee
$1.13M +$61.6K +694 +6%
NIA
837
Northstar Investment Advisors
Colorado
$1.13M -$126K -1,419 -10%
EHC
838
Everett Harris & Co
California
$1.13M – – –
TI
839
Truehand Inc
New Hampshire
$1.13M – – –
VPIM
840
Vanguard Personalized Indexing Management
California
$1.12M +$456K +5,138 +69%
NCM
841
Noesis Capital Mangement
Florida
$1.11M -$12.2K -137 -1%
RCAG
842
Rehmann Capital Advisory Group
Michigan
$1.11M -$72K -815 -6%
WS
843
Wedbush Securities
California
$1.11M -$89.6K -1,009 -7%
MW
844
Marcum Wealth
Ohio
$1.11M +$450K +5,071 +69%
NO
845
Ninety One
South Africa
$1.1M – – –
CA
846
Cornerstone Advisory
Maryland
$1.1M – – –
SP
847
Symmetry Partners
Connecticut
$1.1M +$16K +180 +1%
TPWA
848
TRUE Private Wealth Advisors
Oregon
$1.1M +$300K +3,341 +38%
TCM
849
Tandem Capital Management
New Jersey
$1.1M +$1.1M +12,363 New
VAM
850
Verity Asset Management
North Carolina
$1.09M +$53.7K +605 +5%
32 33
34
35 36