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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 %
GRP
901
Global Retirement Partners
California
$860K -$1.49K -18 -0.2%
FG
902
Foster Group
Iowa
$859K +$859K +10,413 New
IIM
903
Ipswich Investment Management
Massachusetts
$855K – – –
LIM
904
Leavell Investment Management
Alabama
$855K +$9.49K +113 +1%
PCM
905
Prelude Capital Management
New York
$855K +$855K +10,329 New
AWAP
906
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$852K +$852K +10,293 New
VCM
907
Virtue Capital Management
Tennessee
$851K -$400K -4,824 -32%
AFP
908
Ausdal Financial Partners
Iowa
$850K -$16.6K -201 -2%
CAN
909
Claraphi Advisory Network
United States
$841K -$14.5K -175 -2%
CNC
910
Canandaigua National Corp
New York
$839K -$16.2K -196 -2%
APP
911
Avantax Planning Partners
Iowa
$833K -$89.8K -1,084 -10%
MSAM
912
Moloney Securities Asset Management
Missouri
$830K +$45.7K +552 +6%
FMWA
913
Forvis Mazars Wealth Advisors
Missouri
$827K -$19.4K -234 -2%
PA
914
Planning Alternatives
Michigan
$826K -$248K -3,000 -23%
CVM
915
Cheviot Value Management
California
$823K +$72.4K +874 +10%
RB
916
Renasant Bank
Mississippi
$817K +$817K +9,875 New
PP
917
Patten & Patten
Tennessee
$816K +$32.7K +395 +4%
SC
918
SRB Corp
Massachusetts
$816K +$203K +2,453 +33%
BAM
919
Barrett Asset Management
New York
$815K -$215K -2,600 -21%
BTWM
920
Baker Tilly Wealth Management
Wisconsin
$812K +$812K +9,803 New
ALAM
921
Asahi Life Asset Management
Japan
$807K +$21.5K +260 +3%
SIM
922
Sonora Investment Management
Arizona
$805K +$19.1K +231 +2%
FBFS
923
First Business Financial Services
Wisconsin
$802K – – –
MAM
924
Meeder Asset Management
Ohio
$800K -$850K -10,264 -52%
FMC
925
First Merchants Corp
Indiana
$796K +$563K +6,799 +242%
35 36
37
38 39