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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 %
APWM
1026
Atlas Private Wealth Management
New York
$511K -$3.71K -53 -0.7%
TCM
1027
Traynor Capital Management
Pennsylvania
$510K -$36.2K -518 -7%
FLPIM
1028
F.L. Putnam Investment Management
Massachusetts
$510K -$28K -399 -5%
PP
1029
Pegasus Partners
Wisconsin
$508K +$229K +3,265 +82%
EIP
1030
Ellis Investment Partners
Pennsylvania
$507K -$38.7K -554 -7%
WCAMG
1031
Woodard & Company Asset Management Group
North Carolina
$507K – – –
SMFS
1032
Squar Milner Financial Services
California
$506K +$124K +1,768 +32%
VNA
1033
Valley National Advisers
Pennsylvania
$505K -$76.1K -1,086 -13%
CPIG
1034
Chicago Partners Investment Group
Illinois
$504K +$23.9K +304 +5%
SC
1035
SRB Corp
Massachusetts
$504K +$72.7K +1,036 +17%
KIA
1036
KCM Investment Advisors
California
$503K -$50K -714 -9%
Verition Fund Management
1037
Verition Fund Management
Connecticut
$500K +$500K +7,142 New
NGA
1038
Naples Global Advisors
Florida
$499K -$63.3K -904 -11%
QCG
1039
Quadrant Capital Group
Ohio
$498K -$228K -3,257 -31%
FBA
1040
Front Barnett Associates
Illinois
$497K – – –
RA
1041
RFG Advisory
Alabama
$495K +$41.3K +590 +9%
EWA
1042
Exencial Wealth Advisors
Oklahoma
$494K +$236K +3,366 +91%
MS
1043
Madden Securities
Texas
$493K +$493K +7,037 New
WQ
1044
Wealth Quarterback
New Jersey
$492K -$8.69K -124 -2%
PFS
1045
Prospera Financial Services
Texas
$491K -$19.7K -282 -4%
BCI
1046
Brinker Capital Investments
Pennsylvania
$491K +$79.7K +1,138 +19%
PBCM
1047
Point Break Capital Management
Florida
$490K – – –
GIP
1048
Greatmark Investment Partners
Georgia
$488K – – –
SBSB
1049
Sullivan, Bruyette, Speros & Blaney
Virginia
$482K -$30.9K -441 -6%
FFG
1050
Frisch Financial Group
New York
$482K +$1.54K +22 +0.3%
40 41
42
43 44