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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 %
IFAM
951
Institutional & Family Asset Management
Colorado
$918K -$18.5K -187 -2%
RCA
952
Ranch Capital Advisors
Florida
$914K +$328K +3,313 +56%
AWM
953
Adams Wealth Management
Utah
$907K -$32.1K -324 -3%
PI
954
Putnam Investments
Massachusetts
$907K – – –
SFA
955
Sequoia Financial Advisors
Ohio
$905K +$268K +2,707 +42%
ARM
956
Adirondack Research & Management
New York
$902K +$902K +9,099 New
WW
957
Westshore Wealth
California
$901K +$396 +4 +0%
BONH
958
Bank of New Hampshire
New Hampshire
$899K +$899K +9,075 New
ED
959
Exane Derivatives
France
$894K -$89K -911 -9%
PFM
960
Parsec Financial Management
North Carolina
$893K +$179K +1,803 +25%
PAWC
961
P.A.W. Capital
Connecticut
$892K – – –
PC
962
Permit Capital
Pennsylvania
$884K – – –
IWC
963
Integrated Wealth Concepts
Massachusetts
$879K +$169K +1,708 +24%
BMWM
964
Brown Miller Wealth Management
Virginia
$878K +$2.08K +21 +0.2%
CW
965
CreativeOne Wealth
Kansas
$877K +$180K +1,815 +26%
IPW
966
Inlet Private Wealth
Florida
$875K +$2.68K +27 +0.3%
EGA
967
E&G Advisors
Texas
$874K -$783K -8,819 Closed
PFS
968
Prospera Financial Services
Texas
$873K +$61.2K +617 +8%
BBNA
969
Bremer Bank National Association
Minnesota
$872K +$13.1K +132 +2%
FQ
970
First Quadrant
California
$870K – – –
VWM
971
Venturi Wealth Management
Texas
$869K +$16.4K +166 +2%
VCM
972
Virtue Capital Management
Tennessee
$867K -$96.5K -974 -10%
SFG
973
Summit Financial Group
West Virginia
$866K +$502K +5,065 +138%
WHG
974
Westwood Holdings Group
Texas
$864K -$401K -4,044 -32%
TCM
975
Tanaka Capital Management
New York
$863K – – –
37 38
39
40 41