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Philip Morris
PM

Overview Fund Activity

1,851 hedge funds and large institutions have $115B invested in Philip Morris in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 718 increasing their positions, 681 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,851
Holders Change
+22
Holders Change %
+1.2%
% of All Funds
32.31%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
0.91%
New
124
Increased
718
Reduced
681
Closed
79
Calls
$563M
Puts
$609M
Net Calls
-$46.7M
Net Calls Change
+$15.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$457M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$255M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Macquarie Group
Macquarie Group
Australia
+$147M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$658M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$397M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$327M
4
Renaissance Technologies
Renaissance Technologies
New York
-$218M
5
Fidelity International
Fidelity International
Bermuda
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
WANY
1026
Wealthspire Advisors (New York)
New York
$774K -$1.82M -18,404 -70%
AIM
1027
Avity Investment Management
Connecticut
$773K – – –
EWA
1028
Exencial Wealth Advisors
Oklahoma
$773K +$15.6K +157 +2%
IC
1029
Intersect Capital
California
$773K +$155K +1,559 +25%
BIAS
1030
Beacon Investment Advisory Services
New Jersey
$771K -$119K -1,201 -13%
WI
1031
Wintrust Investments
Illinois
$768K -$240K -2,419 -24%
IA
1032
IFG Advisors
Missouri
$763K +$14.9K +150 +2%
RB
1033
Renasant Bank
Mississippi
$759K -$28.8K -291 -4%
GVAG
1034
Great Valley Advisor Group
Delaware
$759K -$22.9K -235 -3%
PNC
1035
Park National Corp
Ohio
$758K -$9.91K -100 -1%
BPCA
1036
Bank Pictet & Cie (Asia)
Singapore
$758K – – –
MPM
1037
Meritage Portfolio Management
Kansas
$756K – – –
MFA
1038
Mayflower Financial Advisors
Massachusetts
$755K +$304K +3,072 +68%
I
1039
INVST
Indiana
$752K +$51.8K +524 +7%
QCG
1040
Quadrant Capital Group
Ohio
$751K +$27.4K +276 +4%
CCM
1041
Chilton Capital Management
Texas
$751K +$51.8K +523 +7%
KIA
1042
KCM Investment Advisors
California
$749K -$16.1K -162 -2%
SFS
1043
Strategic Financial Services
New York
$744K +$991 +10 +0.1%
AWA
1044
Arete Wealth Advisors
Illinois
$740K -$39.3K -442 -5%
SRC
1045
Sage Rhino Capital
California
$738K +$2.68K +27 +0.4%
BDF
1046
Balasa Dinverno & Foltz
$737K +$69.1K +698 +10%
HPCM
1047
High Pointe Capital Management
Illinois
$736K -$46.6K -470 -6%
GCA
1048
Guardian Capital Advisors
Ontario, Canada
$727K -$50.1K -500 -6%
JAFL
1049
Jay A. Fishman Ltd
Michigan
$727K – – –
BCP
1050
Berkeley Capital Partners
Georgia
$726K -$198K -1,995 -21%
40 41
42
43 44