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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 %
FG
1051
Fiduciary Group
Georgia
$725K – – –
PMAS
1052
PNC Managed Account Solutions
Texas
$725K +$725K +7,310 New
CAMG
1053
CWA Asset Management Group
Florida
$723K -$231K -2,314 -24%
VNA
1054
Valley National Advisers
Pennsylvania
$723K +$4.76K +48 +0.7%
FAM
1055
Formidable Asset Management
Ohio
$721K – – –
AOWM
1056
Alpha Omega Wealth Management
Virginia
$721K +$25.3K +255 +4%
ACM
1057
Azimuth Capital Management
Michigan
$719K -$29.8K -300 -4%
AT
1058
Arden Trust
Delaware
$718K -$842K -8,491 -54%
CAI
1059
Capital Advisors Inc
Oklahoma
$717K -$7.93K -80 -1%
WCAMG
1060
Woodard & Company Asset Management Group
North Carolina
$717K – – –
PJSIMP
1061
P.J. Schmidt Investment Management (PJS)
Wisconsin
$713K +$98 +1 +0%
OC
1062
Oakworth Capital
Alabama
$712K +$57.9K +584 +9%
DAM
1063
Delta Asset Management
Tennessee
$709K -$87.2K -880 -11%
PWPS
1064
Pinnacle Wealth Planning Services
Ohio
$709K +$5.45K +55 +0.8%
PIMG
1065
Patriot Investment Management Group
Tennessee
$705K +$8.02K +81 +1%
GCM
1066
Gibraltar Capital Management
Oklahoma
$705K +$66.8K +679 +10%
LFF
1067
Level Four Financial
Texas
$704K -$48.5K -489 -6%
NFG
1068
Nations Financial Group
Iowa
$700K -$80.6K -813 -10%
CFG
1069
Compton Financial Group
Maryland
$700K – – –
GP
1070
Girard Partners
Pennsylvania
$698K -$168K -1,696 -19%
KWM
1071
Keebeck Wealth Management
Illinois
$697K -$999K -10,000 -59%
MWM
1072
Mission Wealth Management
California
$694K -$152K -1,539 -18%
VCS
1073
Vaughan & Co Securities
New Jersey
$689K -$15.5K -156 -2%
ESBC
1074
E.S. Barr & Co
Kentucky
$689K +$103K +1,035 +17%
DP
1075
Dearborn Partners
Illinois
$689K +$115K +1,158 +20%
41 42
43
44 45