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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 %
EPWM
1001
Essex Private Wealth Management
Massachusetts
$746K -$1.33K -14 -0.2%
AOWM
1002
Alpha Omega Wealth Management
Virginia
$746K +$56.9K +600 +8%
CCT
1003
Country Club Trust
Missouri
$741K +$356K +3,580 +92%
JC
1004
JB Capital
Connecticut
$740K +$740K +7,807 New
FCCM
1005
First City Capital Management
Georgia
$739K -$7.87K -83 -1%
AIM
1006
Avity Investment Management
Connecticut
$739K – – –
CCMW
1007
Cypress Capital Management (Wyoming)
Wyoming
$739K – – –
BIAS
1008
Beacon Investment Advisory Services
New Jersey
$739K +$1.71K +18 +0.2%
CPIG
1009
Chicago Partners Investment Group
Illinois
$738K -$22.4K -236 -3%
AWM
1010
Avior Wealth Management
Nebraska
$735K -$64.3K -679 -8%
I
1011
INVST
Indiana
$734K +$13.1K +138 +2%
FLPIM
1012
F.L. Putnam Investment Management
Massachusetts
$733K +$120K +1,266 +20%
IA
1013
IFG Advisors
Missouri
$730K – – –
PP
1014
Patten & Patten
Tennessee
$729K -$12.8K -135 -2%
BPCA
1015
Bank Pictet & Cie (Asia)
Singapore
$729K +$3.98K +42 +0.5%
MFA
1016
Mayflower Financial Advisors
Massachusetts
$723K -$7.19K -75 -1%
FMII
1017
Farmers & Merchants Investments Inc
Nebraska
$716K +$525K +5,532 +274%
SF
1018
Summit Financial
New Jersey
$714K +$367K +3,823 +106%
PC
1019
Permit Capital
Pennsylvania
$710K -$136K -1,431 -16%
SRC
1020
Sage Rhino Capital
California
$710K +$4.74K +50 +0.7%
GVAG
1021
Great Valley Advisor Group
Delaware
$708K -$30.8K -325 -4%
SFS
1022
Strategic Financial Services
New York
$708K -$3.89K -41 -0.5%
ACP
1023
Aviance Capital Partners
Florida
$708K +$177K +1,863 +33%
WI
1024
Wintrust Investments
Illinois
$707K -$27.4K -289 -4%
LOPW
1025
Live Oak Private Wealth
North Carolina
$707K +$96.8K +1,021 +16%
39 40
41
42 43