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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 %
FCA
876
FLC Capital Advisors
California
$789K +$141K +1,994 +22%
PA
877
Parallel Advisors
California
$785K -$24.2K -346 -3%
SEC
878
Seven Eight Capital
New York
$785K +$785K +11,200 New
SNT
879
Security National Trust
West Virginia
$782K +$35K +500 +5%
NFG
880
Next Financial Group
Texas
$773K -$272K -3,874 -26%
HIC
881
Harvey Investment Company
Kentucky
$772K +$24.5K +350 +3%
AGM
882
Alpine Global Management
New York
$769K +$769K +10,972 New
MAM
883
Madison Asset Management
Wisconsin
$760K +$551K +7,865 +264%
AHB
884
Abner Herrman & Brock
New Jersey
$757K -$53K -756 -7%
WP
885
WealthSource Partners
California
$756K +$104K +1,480 +16%
BCM
886
Brookstone Capital Management
Illinois
$754K -$155K -2,215 -17%
KWM
887
Kingsview Wealth Management
Oregon
$753K +$71.7K +1,023 +11%
NRS
888
Neville Rodie & Shaw
New York
$752K -$24.5K -350 -3%
LIM
889
Leavell Investment Management
Alabama
$751K -$49.9K -700 -6%
EM
890
Excalibur Management
Massachusetts
$751K -$701 -10 -0.1%
EH
891
Employers Holdings
Nevada
$750K – – –
MPWT
892
MassMutual Private Wealth & Trust
Connecticut
$750K +$88.2K +1,259 +13%
EAM
893
Evanson Asset Management
California
$749K +$177K +2,521 +31%
FAM
894
Fred Alger Management
New York
$745K – – –
FC
895
Forte Capital
New York
$739K +$27K +385 +4%
AIS
896
American Investment Services
Massachusetts
$729K -$77.2K -1,103 -10%
MCM
897
Maryland Capital Management
Maryland
$729K -$11.8K -168 -2%
SW
898
SkyOak Wealth
Michigan
$729K -$1.4K -20 -0.2%
CAN
899
Claraphi Advisory Network
United States
$728K -$73.5K -1,049 -9%
AFP
900
Ausdal Financial Partners
Iowa
$728K -$9.67K -138 -1%
34 35
36
37 38