PM icon

Philip Morris
PM

Overview Fund Activity

1,842 hedge funds and large institutions have $110B invested in Philip Morris in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 696 increasing their positions, 694 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
-9
Holders Change %
-0.49%
% of All Funds
32.35%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.79%
New
121
Increased
696
Reduced
694
Closed
104
Calls
$716M
Puts
$787M
Net Calls
-$71.6M
Net Calls Change
-$24.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$348M
2
GQG Partners
GQG Partners
Florida
+$236M
3
Capital World Investors
Capital World Investors
California
+$204M
4
N
Natixis
France
+$185M
5
Two Sigma Investments
Two Sigma Investments
New York
+$174M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$485M
2
TAM
Troy Asset Management
United Kingdom
-$381M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$136M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
951
Leavell Investment Management
Alabama
$865K -$6.24K -65 -0.7%
FMWA
952
Forvis Mazars Wealth Advisors
Missouri
$864K +$249K +2,627 +41%
ARM
953
Adirondack Research & Management
New York
$863K +$190 +2 +0%
PAWC
954
P.A.W. Capital
Connecticut
$853K – – –
MA
955
MONECO Advisors
Connecticut
$849K +$37.2K +392 +5%
AWA
956
Arete Wealth Advisors
Illinois
$848K +$59.2K +624 +8%
SXL
957
Summit X LLC
Missouri
$844K -$52.9K -561 -6%
BMWM
958
Brown Miller Wealth Management
Virginia
$841K +$1.8K +19 +0.2%
IPW
959
Inlet Private Wealth
Florida
$837K – – –
FMT
960
First Mercantile Trust
Tennessee
$836K -$52.1K -550 -6%
APWA
961
Atlas Private Wealth Advisors
New Jersey
$835K +$81.1K +856 +11%
TGAM
962
TBH Global Asset Management
Tennessee
$834K +$75.8K +800 +10%
FQ
963
First Quadrant
California
$832K – – –
CFG
964
Cooper Financial Group
California
$832K +$11.5K +121 +1%
RCM
965
RB Capital Management
Nevada
$830K +$9.67K +102 +1%
SFG
966
Summit Financial Group
West Virginia
$828K – – –
TCM
967
Tanaka Capital Management
New York
$825K – – –
VCM
968
Virtue Capital Management
Tennessee
$820K -$9.86K -104 -1%
PWSG
969
Pacific Wealth Strategies Group
California
$819K +$35.9K +379 +5%
SSG
970
Summit Securities Group
New York
$815K -$2.33M -24,567 -74%
SJL
971
Shayne & Jacobs LLC
Tennessee
$815K – – –
WLIM
972
White Lighthouse Investment Management
Massachusetts
$815K – – –
CGA
973
Crescent Grove Advisors
Illinois
$814K +$96 +1 +0%
BBNA
974
Bremer Bank National Association
Minnesota
$812K -$22.4K -236 -3%
Q
975
QVR
California
$811K +$811K +8,556 New
37 38
39
40 41