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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 %
AWP
976
Accretive Wealth Partners
New Jersey
$712K +$712K +8,597 New
SJL
977
Shayne & Jacobs LLC
Tennessee
$711K – – –
F
978
F3Logic
Minnesota
$710K +$31.9K +389 +5%
PP
979
Pegasus Partners
Wisconsin
$709K +$62.6K +757 +10%
EPWM
980
Essex Private Wealth Management
Massachusetts
$708K +$8.94K +108 +1%
JG
981
Jefferies Group
New York
$708K +$708K +8,548 New
IAIM
982
International Assets Investment Management
Florida
$704K +$704K +8,498 New
DAM
983
Delta Asset Management
Tennessee
$703K -$14K -169 -2%
BBNA
984
Bremer Bank National Association
Minnesota
$700K -$52.6K -636 -7%
ISWM
985
Independent Solutions Wealth Management
New York
$698K -$24K -290 -3%
DY
986
Dowling & Yahnke
California
$698K +$145K +1,757 +26%
IWM
987
IHT Wealth Management
Illinois
$694K -$25.7K -310 -4%
MA
988
MONECO Advisors
Connecticut
$690K -$10.3K -127 -1%
SHA
989
Seneca House Advisors
Virginia
$684K +$83 +1 +0%
TSWM
990
Triangle Securities Wealth Management
North Carolina
$683K -$56.3K -680 -8%
RCM
991
RB Capital Management
Nevada
$680K -$6.54K -79 -1%
PVWM
992
Point View Wealth Management
New Jersey
$678K +$662 +8 +0.1%
PNC
993
Park National Corp
Ohio
$677K -$15.2K -184 -2%
RWA
994
Ropes Wealth Advisors
Massachusetts
$676K +$303K +3,657 +81%
SCM
995
Stevens Capital Management
Pennsylvania
$675K -$2.76M -33,339 -80%
FCCM
996
First City Capital Management
Georgia
$671K -$570K -6,674 -46%
BFG
997
Beacon Financial Group
Texas
$665K +$282K +3,461 +73%
RA
998
RFG Advisory
Alabama
$663K -$28.3K -341 -4%
FA
999
Fiducient Advisors
Illinois
$662K +$662K +8,000 New
RMDI
1000
R.M. Davis Inc
Maine
$661K +$128K +1,550 +24%
38 39
40
41 42