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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 %
UB
1051
UMB Bank
Missouri
$588K -$18.8K -227 -3%
FAM
1052
Formidable Asset Management
Ohio
$587K +$87.8K +1,070 +18%
DWM
1053
Doyle Wealth Management
Florida
$583K -$9.94K -120 -2%
VCWA
1054
Vanguard Capital Wealth Advisors
Colorado
$583K +$583K +7,159 New
SFA
1055
Souders Financial Advisors
Ohio
$582K – – –
DAM
1056
Diamant Asset Management
Connecticut
$580K -$37.3K -450 -6%
CCM
1057
Chilton Capital Management
Texas
$580K -$36.5K -440 -6%
SSWM
1058
Sheets Smith Wealth Management
North Carolina
$580K -$26.9K -325 -4%
EWA
1059
Exencial Wealth Advisors
Oklahoma
$579K -$386K -4,668 -40%
AOWM
1060
Alpha Omega Wealth Management
Virginia
$578K – – –
HGWM
1061
Harvest Group Wealth Management
Massachusetts
$578K +$16.7K +202 +3%
TCM
1062
Traynor Capital Management
Pennsylvania
$576K -$16.6K -201 -3%
BBA
1063
BLB&B Advisors
Pennsylvania
$576K +$341K +4,120 +145%
SG
1064
StoneX Group
New York
$573K +$8.4K +100 +1%
NCM
1065
Next Capital Management
New York
$573K +$573K +6,924 New
FAIM
1066
Financial Advocates Investment Management
Washington
$571K +$22.5K +271 +4%
GC
1067
Grace Capital
Massachusetts
$571K +$174K +2,100 +44%
CPA
1068
Capital Planning Advisors
California
$568K +$13.2K +160 +2%
MWM
1069
Meridian Wealth Management
Kentucky
$567K +$18.9K +228 +3%
QI
1070
Qtron Investments
Massachusetts
$567K +$251K +3,031 +79%
OBWG
1071
Onyx Bridge Wealth Group
New York
$566K +$566K +6,840 New
CA
1072
Claro Advisors
Massachusetts
$565K -$56.5K -683 -9%
JIC
1073
Joel Isaacson & Co
New York
$564K – – –
QCG
1074
Quadrant Capital Group
Ohio
$563K -$30.4K -367 -5%
HIA
1075
Harbor Investment Advisory
Maryland
$563K +$79.5K +960 +16%
41 42
43
44 45