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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 %
SXL
1001
Summit X LLC
Missouri
$538K -$54.7K -781 -9%
VAM
1002
Verity Asset Management
North Carolina
$536K +$39.8K +770 +8%
AWA
1003
Arete Wealth Advisors
Illinois
$536K +$55.3K +790 +12%
CST
1004
Charles Schwab Trust
Nevada
$532K -$61.7K -880 -10%
CCM
1005
Chilton Capital Management
Texas
$532K -$210 -3 -0%
JAFL
1006
Jay A. Fishman Ltd
Michigan
$531K – – –
LTI
1007
Laffer Tengler Investments
Tennessee
$530K -$8.83K -126 -2%
CWG
1008
Cornerstone Wealth Group
North Carolina
$530K -$26.2K -374 -5%
CPO
1009
Cerity Partners OCIO
New York
$529K -$11.9K -170 -2%
CCM
1010
Crossvault Capital Management
Texas
$529K – – –
MCM
1011
Manchester Capital Management
Vermont
$529K – – –
IA
1012
IFG Advisors
Missouri
$529K – – –
VCS
1013
Vaughan & Co Securities
New Jersey
$528K – – –
PVWM
1014
Point View Wealth Management
New Jersey
$527K +$21.3K +304 +4%
NFG
1015
Nations Financial Group
Iowa
$527K +$243K +3,476 +86%
FMC
1016
First Merchants Corp
Indiana
$526K -$79.9K -1,140 -13%
FIB
1017
First Interstate Bank
Montana
$526K +$277K +3,953 +111%
CAM
1018
Columbia Asset Management
Michigan
$523K – – –
TMAM
1019
Tokio Marine Asset Management
Japan
$523K +$51K +728 +11%
CAI
1020
Capital Advisors Inc
Oklahoma
$521K – – –
PFM
1021
Parsec Financial Management
North Carolina
$521K +$631 +9 +0.1%
UB
1022
UMB Bank
Missouri
$514K -$90.3K -1,288 -15%
SAM
1023
Security Asset Management
New York
$514K – – –
CFG
1024
Cooper Financial Group
California
$514K +$49K +700 +11%
SBH
1025
Segall Bryant & Hamill
Illinois
$511K -$102K -1,464 -17%
39 40
41
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