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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 %
SSWM
1051
Sheets Smith Wealth Management
North Carolina
$482K +$6.17K +88 +1%
PFS
1052
Physicians Financial Services
North Carolina
$480K -$5.11K -73 -1%
HF
1053
HRT Financial
New York
$480K +$480K +6,864 New
CB
1054
Community Bank
New York
$478K -$65.5K -934 -12%
JIC
1055
Joel Isaacson & Co
New York
$477K -$9.53K -136 -2%
SFA
1056
Souders Financial Advisors
Ohio
$476K -$28K -399 -6%
TWA
1057
TCI Wealth Advisors
Arizona
$475K -$53.5K -763 -10%
EFS
1058
Essex Financial Services
Connecticut
$474K -$30K -428 -6%
MW
1059
Marcum Wealth
Ohio
$474K -$21.1K -301 -4%
HGWM
1060
Harvest Group Wealth Management
Massachusetts
$473K -$10.3K -147 -2%
PAI
1061
Pittenger & Anderson Inc
Nebraska
$473K – – –
ALAM
1062
Asahi Life Asset Management
Japan
$472K -$255K -3,640 -35%
SFS
1063
Strategic Financial Services
New York
$472K +$3.51K +50 +0.7%
OFG
1064
OmniStar Financial Group
North Carolina
$471K -$1.15M -16,420 -71%
CPA
1065
Capital Planning Advisors
California
$470K -$39.1K -558 -8%
1SB
1066
1ST Source Bank
Indiana
$469K -$33.6K -479 -7%
BWP
1067
Bernardo Wealth Planning
Pennsylvania
$469K -$22.3K -319 -5%
FMLI
1068
Fukoku Mutual Life Insurance
Japan
$469K – – –
FNBOSM
1069
First National Bank of South Miami
Florida
$468K -$10.6K -151 -2%
WA
1070
Wambolt & Associates
Colorado
$467K +$1.75K +25 +0.4%
RCA
1071
Ranch Capital Advisors
Florida
$466K -$23.8K -304 -5%
GSBTD
1072
Glenview State Bank Trust Department
Illinois
$466K +$6.8K +97 +1%
LWM
1073
Laidlaw Wealth Management
New York
$465K +$13.1K +187 +3%
PIG
1074
Pantheon Investment Group
California
$464K -$26.3K -375 -5%
WOSD
1075
WFA of San Diego
California
$461K +$461K +5,260 New
41 42
43
44 45