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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 %
ACM
926
Allred Capital Management
Texas
$675K +$4.76K +68 +0.7%
RCM
927
RB Capital Management
Nevada
$673K -$6.87K -98 -1%
AIM
928
Avity Investment Management
Connecticut
$672K – – –
LFAS
929
Level Four Advisory Services
Texas
$671K +$122K +1,732 +22%
PNC
930
Park National Corp
Ohio
$671K +$190K +2,716 +40%
GD
931
Grandfield & Dodd
New York
$670K -$7.34K -105 -1%
PFSC
932
Peoples Financial Services Corp
Pennsylvania
$670K – – –
TSWM
933
Triangle Securities Wealth Management
North Carolina
$669K -$131K -1,873 -16%
HTHT
934
Hemenway Trust Hemenway Trust
New Hampshire
$669K -$4.9K -70 -0.7%
PCC
935
Park Circle Company
Maryland
$663K +$560K +8,000 +544%
FCBT
936
First Citizens Bank & Trust
North Carolina
$659K -$17.6K -252 -3%
SIA
937
Strategic Investment Advisors
Michigan
$653K +$31.7K +453 +5%
PT
938
Plimoth Trust
Massachusetts
$650K -$17.8K -255 -3%
SIM
939
Sonora Investment Management
Arizona
$650K +$11.8K +169 +2%
MHIC
940
Marble Harbor Investment Counsel
Massachusetts
$648K – – –
BIAS
941
Beacon Investment Advisory Services
New Jersey
$646K -$18.2K -260 -3%
VCWA
942
Vanguard Capital Wealth Advisors
Colorado
$645K +$645K +1,651 New
BSB
943
Bangor Savings Bank
Maine
$641K -$14.4K -206 -2%
FG
944
Fiduciary Group
Georgia
$640K -$4.55K -65 -0.7%
BBNA
945
Bremer Bank National Association
Minnesota
$638K -$26.3K -375 -4%
NB
946
Nicolet Bankshares
Wisconsin
$637K -$90.1K -1,285 -12%
PAWC
947
P.A.W. Capital
Connecticut
$631K +$70.1K +1,000 +13%
QC
948
Quadrature Capital
United Kingdom
$631K +$631K +9,000 New
EF
949
Exeter Financial
Arizona
$626K -$5.61K -80 -0.9%
EWA
950
EP Wealth Advisors
California
$623K -$173K -2,463 -22%
36 37
38
39 40