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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 %
EWA
1001
EP Wealth Advisors
California
$660K -$22.9K -276 -3%
GLA
1002
Good Life Advisors
Pennsylvania
$660K +$23.9K +288 +4%
SWM
1003
SVA Wealth Management
Wisconsin
$657K +$497 +6 +0.1%
Koshinski Asset Management
1004
Koshinski Asset Management
Illinois
$653K -$11.7K -141 -2%
NFG
1005
Nations Financial Group
Iowa
$653K +$39.3K +475 +6%
CFG
1006
Citizens Financial Group
Rhode Island
$651K -$342K -4,130 -34%
ACM
1007
Azimuth Capital Management
Michigan
$648K – – –
GCA
1008
Guardian Capital Advisors
Ontario, Canada
$647K – – –
RVPG
1009
Relative Value Partners Group
$647K +$647K +7,707 New
CCMW
1010
Cypress Capital Management (Wyoming)
Wyoming
$646K – – –
AIM
1011
Avity Investment Management
Connecticut
$645K – – –
PFBT
1012
Parkside Financial Bank & Trust
Missouri
$644K +$10.7K +129 +2%
DIA
1013
Dana Investment Advisors
Wisconsin
$643K +$104K +1,262 +19%
GVAG
1014
Great Valley Advisor Group
Delaware
$642K +$55.3K +669 +9%
HPCM
1015
High Pointe Capital Management
Illinois
$641K -$157K -1,890 -20%
AWA
1016
Arete Wealth Advisors
Illinois
$640K -$14.9K -181 -2%
OSNBOA
1017
Old Second National Bank of Aurora
Illinois
$638K -$47.6K -575 -7%
SXL
1018
Summit X LLC
Missouri
$636K +$753 +9 +0.1%
KWM
1019
Kingsview Wealth Management
Oregon
$635K -$267K -3,219 -30%
ACM
1020
AlphaCrest Capital Management
New York
$634K -$1.81M -21,845 -74%
HCM
1021
Howard Capital Management
Georgia
$634K +$634K +7,790 New
AAS
1022
Annex Advisory Services
Wisconsin
$633K -$420K -5,075 -40%
CSC
1023
Cove Street Capital
California
$633K -$41.4K -500 -6%
BPCA
1024
Bank Pictet & Cie (Asia)
Singapore
$633K – – –
MPM
1025
Meritage Portfolio Management
Kansas
$632K +$133K +1,609 +27%
39 40
41
42 43