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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 %
FIM
1026
Freedom Investment Management
Connecticut
$626K -$78.5K -948 -11%
IA
1027
IFG Advisors
Missouri
$625K – – –
FG
1028
Fiduciary Group
Georgia
$622K -$97.8K -1,146 -14%
OC
1029
Oakworth Capital
Alabama
$620K -$15.8K -191 -2%
SFS
1030
Strategic Financial Services
New York
$620K +$911 +11 +0.1%
CIM
1031
Cambria Investment Management
California
$620K +$119K +1,440 +24%
VPIM
1032
Vanguard Personalized Indexing Management
California
$615K +$84.6K +1,021 +16%
FSA
1033
Franklin Street Advisors
North Carolina
$614K -$329K -3,967 -35%
MW
1034
Marcum Wealth
Ohio
$613K +$72.5K +875 +13%
SRC
1035
Sage Rhino Capital
California
$610K -$40.3K -487 -6%
Alyeska Investment Group
1036
Alyeska Investment Group
Illinois
$608K +$608K +7,342 New
JAFL
1037
Jay A. Fishman Ltd
Michigan
$607K – – –
EIP
1038
Ellis Investment Partners
Pennsylvania
$607K +$3.39K +41 +0.6%
CFG
1039
Compton Financial Group
Maryland
$607K +$607K +7,060 New
VNA
1040
Valley National Advisers
Pennsylvania
$606K +$4.64K +56 +0.8%
B
1041
Barings
North Carolina
$605K -$6.49M -78,401 -91%
CAI
1042
Capital Advisors Inc
Oklahoma
$604K -$61.3K -740 -9%
IPW
1043
Inlet Private Wealth
Florida
$604K +$174K +2,100 +40%
CAM
1044
Columbia Asset Management
Michigan
$603K -$4.56K -55 -0.7%
WCAMG
1045
Woodard & Company Asset Management Group
North Carolina
$599K -$2.24K -27 -0.4%
GIP
1046
Greatmark Investment Partners
Georgia
$599K +$23.2K +281 +4%
LFF
1047
Level Four Financial
Texas
$596K +$596K +7,200 New
KIA
1048
KCM Investment Advisors
California
$595K -$17.3K -209 -3%
VCS
1049
Vaughan & Co Securities
New Jersey
$589K -$22.3K -269 -4%
PFM
1050
Parsec Financial Management
North Carolina
$588K -$19K -229 -3%
40 41
42
43 44