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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 %
FQ
951
First Quadrant
California
$749K -$214K -2,584 -22%
CAAS
952
Capital Asset Advisory Services
Michigan
$747K +$126K +1,504 +20%
APC
953
Aspire Private Capital
North Carolina
$746K -$29.4K -355 -4%
Jennison Associates
954
Jennison Associates
New York
$746K +$11.5K +139 +2%
PAWC
955
P.A.W. Capital
Connecticut
$745K – – –
TPWA
956
TRUE Private Wealth Advisors
Oregon
$744K -$203K -2,417 -21%
FMTC
957
Farmers & Merchants Trust Company
California
$743K -$52.2K -631 -7%
MHIC
958
Marble Harbor Investment Counsel
Massachusetts
$740K – – –
TMAM
959
Tokio Marine Asset Management
Japan
$740K +$32.3K +390 +5%
PC
960
Permit Capital
Pennsylvania
$739K +$62.1K +750 +9%
BMWM
961
Brown Miller Wealth Management
Virginia
$739K +$739K +8,921 New
HB
962
Homrich & Berg
Georgia
$735K -$155K -1,876 -17%
NB
963
Nicolet Bankshares
Wisconsin
$734K -$10.8K -131 -1%
OIA
964
OneDigital Investment Advisors
Kansas
$733K -$47K -569 -6%
BSB
965
Bangor Savings Bank
Maine
$731K -$14.9K -180 -2%
PT
966
Plimoth Trust
Massachusetts
$730K -$12.5K -151 -2%
SC
967
Savant Capital
Illinois
$728K -$121K -1,466 -14%
CFG
968
Cooper Financial Group
California
$727K +$92.1K +1,113 +15%
PFS
969
Prospera Financial Services
Texas
$726K +$486K +5,870 +202%
ACM
970
Allred Capital Management
Texas
$725K -$6.7K -81 -0.9%
SAM
971
Security Asset Management
New York
$725K +$231K +2,789 +47%
MCAI
972
Members Capital Advisors Inc
Wisconsin
$724K – – –
MSA
973
Marino Stram & Associates
Massachusetts
$723K +$38.9K +469 +6%
FF
974
FourThought Financial
Florida
$721K +$721K +8,719 New
DAS
975
Dynamic Advisor Solutions
Arizona
$715K -$419K -5,066 -37%
37 38
39
40 41