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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 %
PWPS
1076
Pinnacle Wealth Planning Services
Ohio
$561K -$17.8K -215 -3%
MWM
1077
Mission Wealth Management
California
$561K +$86.4K +1,044 +18%
HPC
1078
Hobart Private Capital
North Carolina
$560K -$212K -2,555 -27%
PAI
1079
Pittenger & Anderson Inc
Nebraska
$559K – – –
Skandinaviska Enskilda Banken (SEB)
1080
Skandinaviska Enskilda Banken (SEB)
Sweden
$557K – – –
I
1081
INVST
Indiana
$557K +$110K +1,324 +25%
MAM
1082
Madison Asset Management
Wisconsin
$555K – – –
CPIG
1083
Chicago Partners Investment Group
Illinois
$555K +$43.1K +535 +8%
SWA
1084
Stratos Wealth Advisors
Ohio
$555K +$141K +1,701 +34%
LWM
1085
Laidlaw Wealth Management
New York
$553K +$35.9K +433 +7%
QAM
1086
QCI Asset Management
New York
$553K +$553K +6,684 New
FCFC
1087
First Commonwealth Financial Corp
Pennsylvania
$552K +$28.9K +349 +6%
AA
1088
Ancora Advisors
Ohio
$551K +$157K +1,900 +40%
SBL
1089
Sargent Bickham Lagudis
Colorado
$550K +$179K +2,164 +48%
BWP
1090
Bernardo Wealth Planning
Pennsylvania
$548K +$2.56K +31 +0.5%
AIL
1091
AGF Investments LLC
Ontario, Canada
$545K -$241K -2,914 -31%
MIM
1092
Marco Investment Management
Georgia
$542K +$78.7K +950 +17%
PJSIMP
1093
P.J. Schmidt Investment Management (PJS)
Wisconsin
$537K – – –
HBT
1094
Hills Bank & Trust
Iowa
$536K +$6.87K +83 +1%
APWA
1095
Atlas Private Wealth Advisors
New Jersey
$535K +$82.5K +996 +18%
GSBTD
1096
Glenview State Bank Trust Department
Illinois
$534K – – –
1WM
1097
1900 Wealth Management
Texas
$534K +$534K +6,449 New
MFG
1098
Magnus Financial Group
New York
$532K +$173K +2,086 +48%
FMLI
1099
Fukoku Mutual Life Insurance
Japan
$530K -$24.8K -300 -4%
CB
1100
Community Bank
New York
$530K -$6.37K -77 -1%
42 43
44
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