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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 %
AF
951
Arrow Financial
New York
$622K – – –
PFBT
952
Parkside Financial Bank & Trust
Missouri
$620K +$3.5K +50 +0.6%
CVM
953
Cheviot Value Management
California
$620K +$67.7K +966 +12%
DAM
954
Delta Asset Management
Tennessee
$618K -$2.45K -35 -0.4%
SFSG
955
Stearns Financial Services Group
North Carolina
$618K +$68.1K +972 +12%
CCMW
956
Cypress Capital Management (Wyoming)
Wyoming
$610K -$63.1K -900 -9%
KA
957
Kovack Advisors
Florida
$607K -$2.52K -36 -0.4%
DAM
958
Diamant Asset Management
Connecticut
$606K – – –
JIR
959
James Investment Research
Ohio
$605K -$375K -5,355 -38%
PA
960
Probity Advisors
Texas
$604K -$48.3K -690 -7%
CSC
961
Cove Street Capital
California
$603K -$161K -2,300 -21%
SJL
962
Shayne & Jacobs LLC
Tennessee
$603K – – –
JT
963
Jump Trading
Illinois
$602K +$75.5K +1,078 +14%
SHA
964
Seneca House Advisors
Virginia
$601K +$6.59K +94 +1%
BAS
965
Brown Advisory Securities
Maryland
$601K +$59.5K +800 +11%
PIMG
966
Patriot Investment Management Group
Tennessee
$600K +$3.78K +54 +0.6%
CAAS
967
Capital Asset Advisory Services
Michigan
$599K +$35K +445 +6%
APC
968
Aspire Private Capital
North Carolina
$599K +$39.7K +558 +7%
GVAG
969
Great Valley Advisor Group
Delaware
$597K -$22.4K -320 -4%
CA
970
Claro Advisors
Massachusetts
$596K -$31K -442 -5%
EPWM
971
Essex Private Wealth Management
Massachusetts
$596K -$10.1K -145 -2%
FDCDDQ
972
Federation des caisses Desjardins du Quebec
Quebec, Canada
$596K -$40.6K -579 -6%
ISWM
973
Independent Solutions Wealth Management
New York
$590K -$41.5K -593 -7%
MSA
974
Marino Stram & Associates
Massachusetts
$586K -$15.1K -215 -3%
FMTC
975
Farmers & Merchants Trust Company
California
$578K – – –
37 38
39
40 41