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Philip Morris
PM

Overview Fund Activity

1,851 hedge funds and large institutions have $115B invested in Philip Morris in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 718 increasing their positions, 681 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,851
Holders Change
+22
Holders Change %
+1.2%
% of All Funds
32.31%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
0.91%
New
124
Increased
718
Reduced
681
Closed
79
Calls
$563M
Puts
$609M
Net Calls
-$46.7M
Net Calls Change
+$15.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$457M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$255M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Macquarie Group
Macquarie Group
Australia
+$147M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$658M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$397M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$327M
4
Renaissance Technologies
Renaissance Technologies
New York
-$218M
5
Fidelity International
Fidelity International
Bermuda
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
901
OneDigital Investment Advisors
Kansas
$1.06M +$149K +1,502 +16%
APP
902
Avantax Planning Partners
Iowa
$1.06M +$50.6K +511 +5%
RWM
903
Ritholtz Wealth Management
New York
$1.05M +$295K +2,973 +39%
LAM
904
L2 Asset Management
Massachusetts
$1.05M +$1.05M +10,614 New
VAS
905
Valicenti Advisory Services
New York
$1.05M -$55.2K -557 -5%
FBFS
906
First Business Financial Services
Wisconsin
$1.05M +$61K +615 +6%
CWM
907
Circle Wealth Management
New Jersey
$1.05M -$33.6K -339 -3%
GIP
908
Granite Investment Partners
California
$1.04M -$136K -1,375 -12%
MFG
909
MidWestOne Financial Group
Iowa
$1.04M – – –
AWM
910
Altavista Wealth Management
North Carolina
$1.04M – – –
MIAN
911
Mariner Independent Advisor Network
Kansas
$1.04M +$1.04M +10,452 New
AWP
912
Accretive Wealth Partners
New Jersey
$1.04M +$119K +1,203 +13%
Wolverine Trading
913
Wolverine Trading
Illinois
$1.03M +$1.03M +10,560 New
4WM
914
44 Wealth Management
Oregon
$1.03M -$34.5K -348 -3%
AIS
915
American Investment Services
Massachusetts
$1.03M -$1.93M -19,450 -65%
HIC
916
Harvey Investment Company
Kentucky
$1.03M – – –
HI
917
Horizon Investments
North Carolina
$1.03M +$104K +1,050 +11%
IIM
918
Ipswich Investment Management
Massachusetts
$1.02M – – –
CA
919
Cornerstone Advisory
Maryland
$1.02M -$209K -2,107 -17%
AWAP
920
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M +$8.03K +81 +0.8%
BJL
921
Brighton Jones LLC
Washington
$1.02M -$12.8K -129 -1%
AB
922
Atlas Brown
Kentucky
$1.02M +$29.1K +294 +3%
MG
923
Mather Group
Illinois
$1.02M +$643K +6,487 +172%
MSAM
924
Moloney Securities Asset Management
Missouri
$1.01M +$9.91K +100 +1%
IIA
925
ICW Investment Advisors
Arizona
$1.01M -$41.5K -419 -4%
35 36
37
38 39