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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 %
IAN
1076
Integrated Advisors Network
Texas
$460K +$189K +2,696 +70%
DY
1077
Dowling & Yahnke
California
$458K -$23K -328 -5%
MSS
1078
Mitchell Sinkler & Starr
Pennsylvania
$458K – – –
PWAP
1079
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$457K +$70 +1 +0%
FI
1080
FormulaFolio Investments
Michigan
$455K -$201K -2,866 -31%
SG
1081
StoneX Group
New York
$455K +$3.85K +54 +0.9%
V
1082
VeraBank
Texas
$453K +$7K +100 +2%
GC
1083
Grimes & Company
Massachusetts
$448K -$12.5K -178 -3%
MGAM
1084
McGowan Group Asset Management
Texas
$441K +$280 +4 +0.1%
NIM
1085
Northeast Investment Management
Massachusetts
$439K – – –
DAC
1086
Dividend Assets Capital
South Carolina
$438K – – –
Daiwa Securities Group
1087
Daiwa Securities Group
Japan
$436K – – –
FAM
1088
Formidable Asset Management
Ohio
$436K +$18.3K +250 +4%
MWM
1089
Mission Wealth Management
California
$436K +$93.2K +1,329 +27%
RMA
1090
Roffman Miller Associates
Pennsylvania
$436K +$436K +6,226 New
BW
1091
Bison Wealth
Georgia
$435K -$18.2K -259 -4%
PCM
1092
Pointe Capital Management
Michigan
$435K +$24.5K +350 +6%
ClearBridge Investments
1093
ClearBridge Investments
New York
$434K -$7.49M -106,868 -95%
MPM
1094
Meritage Portfolio Management
Kansas
$434K -$4.62K -66 -1%
GCA
1095
Guardian Capital Advisors
Ontario, Canada
$434K – – –
LBD
1096
Landsberg Bennett & Dubbaneh
Florida
$433K -$92.9K -1,317 -18%
PWPS
1097
Pinnacle Wealth Planning Services
Ohio
$430K -$117K -1,671 -21%
AIC
1098
Ameritas Investment Company
Nebraska
$430K +$45.3K +647 +12%
SIA
1099
Sit Investment Associates
Minnesota
$427K – – –
ISB
1100
Iowa State Bank
Iowa
$426K -$350K -5,000 -45%
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