PM icon

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 %
IMC Chicago
901
IMC Chicago
Illinois
$724K -$1.16M -16,584 -62%
WJWM
902
Williams Jones Wealth Management
New York
$723K -$16.9K -241 -2%
IIM
903
Ipswich Investment Management
Massachusetts
$723K – – –
BPCE
904
Bank Pictet & Cie (Europe)
Germany
$721K -$22.7K -324 -3%
FMWA
905
Forvis Mazars Wealth Advisors
Missouri
$721K +$37.1K +530 +5%
AI
906
ArchPoint Investors
Florida
$719K – – –
EF
907
Empirical Finance
Pennsylvania
$719K +$89.2K +1,273 +14%
CWA
908
Carolina Wealth Advisors
South Carolina
$713K +$62.4K +891 +10%
FIM
909
Freedom Investment Management
Connecticut
$708K -$148K -2,118 -17%
RIM
910
Redwood Investment Management
Arizona
$702K +$702K +10,026 New
SBA
911
Secrest Blakey & Associates
North Carolina
$699K +$1.89K +27 +0.3%
PP
912
Patten & Patten
Tennessee
$698K -$38.3K -547 -5%
SC
913
Savant Capital
Illinois
$697K -$19.6K -280 -3%
SBWM
914
Sunflower Bank Wealth Management
Arizona
$696K – – –
Jennison Associates
915
Jennison Associates
New York
$687K -$18.5M -264,441 -96%
PWSG
916
Pacific Wealth Strategies Group
California
$684K -$90K -1,283 -12%
AWM
917
Adams Wealth Management
Utah
$684K +$61.7K +880 +10%
MA
918
MONECO Advisors
Connecticut
$683K – – –
MSAM
919
Moloney Securities Asset Management
Missouri
$681K -$48.7K -696 -7%
MMG
920
Monetary Management Group
Missouri
$681K -$8.75K -125 -1%
ST
921
Smithfield Trust
Pennsylvania
$681K +$69K +985 +11%
FBFS
922
First Business Financial Services
Wisconsin
$679K – – –
WLIM
923
White Lighthouse Investment Management
Massachusetts
$678K +$23K +328 +4%
XS
924
XR Securities
Illinois
$676K -$59.3K -847 -8%
HPCM
925
High Pointe Capital Management
Illinois
$675K -$57.5K -820 -8%
35 36
37
38 39