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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 %
TBA
926
Tower Bridge Advisors
Pennsylvania
$794K +$153K +1,850 +24%
SNT
927
Security National Trust
West Virginia
$793K -$8.28K -100 -1%
GD
928
Grandfield & Dodd
New York
$790K – – –
GP
929
Girard Partners
Pennsylvania
$789K -$354K -4,283 -31%
WTB
930
Washington Trust Bank
Washington
$789K -$138K -1,661 -15%
PFSC
931
Peoples Financial Services Corp
Pennsylvania
$789K -$1.66K -20 -0.2%
PI
932
Putnam Investments
Massachusetts
$785K -$231K -2,792 -23%
BCP
933
Berkeley Capital Partners
Georgia
$785K -$114K -1,383 -13%
SW
934
SteelPeak Wealth
California
$785K -$4.89K -59 -0.6%
CPO
935
Cerity Partners OCIO
New York
$784K +$2.65K +32 +0.3%
IFAM
936
Institutional & Family Asset Management
Colorado
$782K +$1.66K +20 +0.2%
EF
937
Exeter Financial
Arizona
$775K +$29.5K +356 +4%
AG
938
AlphaSimPlex Group
Massachusetts
$775K +$775K +9,364 New
WLIM
939
White Lighthouse Investment Management
Massachusetts
$774K – – –
TCM
940
Tuttle Capital Management
Connecticut
$772K +$772K +9,321 New
CWS
941
Cypress Wealth Services
California
$767K +$767K +9,260 New
KIG
942
Kowal Investment Group
Wisconsin
$767K +$767K +9,456 New
RC
943
RBF Capital
California
$766K -$6.62M -80,000 -90%
BIAS
944
Beacon Investment Advisory Services
New Jersey
$766K +$55.1K +666 +8%
IBOK
945
Independence Bank of Kentucky
Kentucky
$764K -$6.79K -82 -0.9%
AWM
946
Adams Wealth Management
Utah
$760K -$26.8K -324 -3%
PWSG
947
Pacific Wealth Strategies Group
California
$759K -$45.9K -552 -6%
EFS
948
Essex Financial Services
Connecticut
$758K +$134K +1,626 +22%
AB
949
Atlas Brown
Kentucky
$757K +$308K +3,724 +69%
LFAS
950
Level Four Advisory Services
Texas
$755K +$117K +1,414 +18%
36 37
38
39 40