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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 %
CC
851
Cedar Capital
Illinois
$836K -$113K -1,616 -12%
WPW
852
Waldron Private Wealth
Pennsylvania
$833K -$58.5K -821 -7%
WTB
853
Washington Trust Bank
Washington
$832K -$42.1K -600 -5%
CCA
854
Cobblestone Capital Advisors
New York
$831K +$26.3K +375 +3%
MMPW
855
Mitchell McLeod Pugh & Williams
Alabama
$827K +$543K +7,750 +191%
IBOK
856
Independence Bank of Kentucky
Kentucky
$826K +$40K +570 +5%
CCM
857
Coldstream Capital Management
Washington
$823K -$17K -242 -2%
SLF
858
Sun Life Financial
Ontario, Canada
$823K +$11K +157 +1%
IFAM
859
Institutional & Family Asset Management
Colorado
$819K -$8.62K -123 -1%
CP
860
Covenant Partners
Tennessee
$819K +$24K +342 +3%
ZF
861
Zhang Financial
Michigan
$818K -$25.8K -369 -3%
EH
862
Equitable Holdings
New York
$818K +$54.1K +773 +7%
FHA
863
Flagship Harbor Advisors
Massachusetts
$816K +$500K +7,139 +158%
RIM
864
Rampart Investment Management
Connecticut
$808K -$73K -1,043 -8%
EHC
865
Everett Harris & Co
California
$807K -$53.3K -761 -6%
GIM
866
Guardian Investment Management
California
$806K – – –
APP
867
Avantax Planning Partners
Iowa
$802K +$185K +2,646 +30%
EWM
868
Endurance Wealth Management
Rhode Island
$801K – – –
CGL
869
Clarius Group LLC
Washington
$799K +$45.9K +656 +6%
MRCM
870
M&R Capital Management
New Jersey
$798K +$16.2K +232 +2%
IC
871
Inscription Capital
Texas
$796K +$926 +13 +0.1%
CFA
872
CWS Financial Advisors
Michigan
$795K -$115K -1,645 -13%
CS
873
Cannell & Spears
New York
$794K -$7K -100 -0.9%
GRP
874
Global Retirement Partners
California
$791K +$7.98K +114 +1%
AWM
875
Altavista Wealth Management
North Carolina
$789K – – –
33 34
35
36 37