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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 %
KTC
976
Kistler-Tiffany Companies
Pennsylvania
$574K +$5.61K +80 +1%
SAM
977
Strategy Asset Managers
California
$573K -$59.1K -844 -9%
Koshinski Asset Management
978
Koshinski Asset Management
Illinois
$572K -$63.8K -911 -10%
SWM
979
SVA Wealth Management
Wisconsin
$572K -$7K -100 -1%
OSNBOA
980
Old Second National Bank of Aurora
Illinois
$570K – – –
WB
981
West Bancorporation
Iowa
$570K – – –
FCCM
982
First City Capital Management
Georgia
$569K +$19.8K +282 +4%
NAS
983
Nicolet Advisory Services
Wisconsin
$568K -$28.1K -401 -5%
PC
984
Permit Capital
Pennsylvania
$568K +$32.2K +460 +6%
SSW
985
Smith Shellnut Wilson
Mississippi
$565K – – –
GC
986
Gilbert & Cook
Iowa
$565K +$49.2K +702 +10%
RMDI
987
R.M. Davis Inc
Maine
$562K +$59.4K +847 +12%
AOWM
988
Alpha Omega Wealth Management
Virginia
$555K -$3.16K -45 -0.6%
NG
989
NatWest Group
United Kingdom
$555K – – –
UAS
990
United Asset Strategies
New York
$555K +$141K +2,017 +34%
ACM
991
Azimuth Capital Management
Michigan
$553K -$21K -300 -4%
GLA
992
Good Life Advisors
Pennsylvania
$552K -$41.6K -594 -7%
PWP
993
Principle Wealth Partners
Connecticut
$552K -$7.99K -114 -1%
MBT
994
Montecito Bank & Trust
California
$551K -$2.17K -31 -0.4%
SRC
995
Sage Rhino Capital
California
$549K +$4.76K +68 +0.9%
TBA
996
Tower Bridge Advisors
Pennsylvania
$549K +$91.1K +1,300 +20%
BPCA
997
Bank Pictet & Cie (Asia)
Singapore
$548K – – –
IWM
998
IHT Wealth Management
Illinois
$539K -$136K -1,938 -20%
OC
999
Oakworth Capital
Alabama
$539K -$21.2K -302 -4%
GC
1000
Grace Capital
Massachusetts
$539K – – –
38 39
40
41 42