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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 %
SBH
876
Segall Bryant & Hamill
Illinois
$917K +$283K +3,413 +45%
YIH
877
Y-Intercept (HK)
Hong Kong
$911K +$911K +11,179 New
AFG
878
Allegheny Financial Group
Pennsylvania
$903K +$903K +10,912 New
CCP
879
Clarkston Capital Partners
Michigan
$902K – – –
ECA
880
Elevated Capital Advisors
Utah
$901K -$73K -881 -7%
CCA
881
Cobblestone Capital Advisors
New York
$901K -$42.9K -518 -5%
CWA
882
Carolina Wealth Advisors
South Carolina
$899K -$13K -157 -1%
WP
883
WealthShield Partners
North Carolina
$896K +$97.4K +1,176 +12%
FHA
884
First Horizon Advisors
Tennessee
$894K -$109K -1,314 -11%
PA
885
Parallel Advisors
California
$893K -$73.2K -884 -8%
CGL
886
Clarius Group LLC
Washington
$892K -$57.9K -699 -6%
4WM
887
44 Wealth Management
Oregon
$892K +$892K +10,770 New
NRS
888
Neville Rodie & Shaw
New York
$888K – – –
EH
889
Employers Holdings
Nevada
$886K – – –
MFG
890
MidWestOne Financial Group
Iowa
$881K – – –
FAM
891
Fred Alger Management
New York
$880K – – –
HIC
892
Harvey Investment Company
Kentucky
$879K – – –
CFA
893
CWS Financial Advisors
Michigan
$877K -$62.8K -758 -7%
ST
894
Smithfield Trust
Pennsylvania
$877K +$36K +435 +4%
IWP
895
Icon Wealth Partners
Texas
$874K -$48.3K -584 -5%
WP
896
WealthSource Partners
California
$874K +$226K +2,733 +35%
AWM
897
Altavista Wealth Management
North Carolina
$869K -$63.1K -762 -7%
KA
898
Kovack Advisors
Florida
$866K -$72K -870 -8%
AIS
899
American Investment Services
Massachusetts
$862K – – –
SW
900
SkyOak Wealth
Michigan
$862K – – –
34 35
36
37 38