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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 %
EGA
851
E&G Advisors
Texas
$985K +$485K +5,860 +97%
MIAN
852
Mariner Independent Advisor Network
Kansas
$985K +$985K +11,897 New
GIP
853
Granite Investment Partners
California
$984K -$331K -4,000 -25%
WPW
854
Waldron Private Wealth
Pennsylvania
$984K -$36.3K -433 -4%
MCM
855
Monarch Capital Management
Indiana
$981K -$46.8K -565 -5%
RG
856
Rikoon Group
New Mexico
$973K -$547K -6,507 -36%
SCM
857
Shelton Capital Management
Colorado
$968K -$1.27M -15,349 -57%
VAM
858
Verity Asset Management
North Carolina
$968K +$103K +1,248 +12%
IIA
859
ICW Investment Advisors
Arizona
$966K -$75.1K -921 -7%
CS
860
Cannell & Spears
New York
$965K +$26.3K +318 +3%
MMG
861
Monetary Management Group
Missouri
$958K +$29K +350 +3%
EWM
862
Empirical Wealth Management
Washington
$954K +$250K +3,023 +36%
GIM
863
Guardian Investment Management
California
$952K – – –
EWM
864
Endurance Wealth Management
Rhode Island
$947K – – –
Credit Agricole
865
Credit Agricole
France
$947K +$33.6K +406 +4%
CBT
866
CoreFirst Bank & Trust
Kansas
$942K +$942K +11,377 New
MCIA
867
Mountain Capital Investment Advisors
Colorado
$938K -$163K -1,976 -15%
MMPW
868
Mitchell McLeod Pugh & Williams
Alabama
$934K – – –
EH
869
Equitable Holdings
New York
$930K +$1.82K +22 +0.2%
BJL
870
Brighton Jones LLC
Washington
$923K -$8.28K -100 -0.9%
EAM
871
Evanson Asset Management
California
$923K +$35.3K +427 +4%
CST
872
Charles Schwab Trust
Nevada
$923K +$270K +3,260 +41%
CCM
873
Chiron Capital Management
Florida
$919K -$66.8K -807 -7%
TCOO
874
Trust Company of Oklahoma
Oklahoma
$917K -$2.9K -35 -0.3%
IC
875
Inscription Capital
Texas
$917K -$23.4K -278 -2%
33 34
35
36 37