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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 %
UBV
1101
United Bank (Virginia)
Virginia
$426K -$203K -2,900 -32%
EWM
1102
Empirical Wealth Management
Washington
$426K +$109K +1,561 +34%
CFS
1103
CRA Financial Services
New Jersey
$421K -$25.7K -366 -6%
TWP
1104
Tempus Wealth Planning
California
$420K – – –
CWM
1105
Chesapeake Wealth Management
Virginia
$419K -$6.3K -90 -1%
HI
1106
Hendershot Investments
Virginia
$419K – – –
SCM
1107
SOL Capital Management
Maryland
$418K – – –
SMC
1108
Smith, Moore & Co
Missouri
$418K +$5.89K +84 +1%
PL
1109
Plancorp LLC
Missouri
$417K -$45K -641 -10%
AWM
1110
Avior Wealth Management
Nebraska
$414K -$110K -1,570 -21%
NNP
1111
Nachman Norwood & Parrott
South Carolina
$414K +$5.7K +80 +1%
WA
1112
Wealth Architects
California
$414K +$17.9K +255 +5%
DP
1113
Dearborn Partners
Illinois
$412K – – –
IF
1114
Intrua Financial
Texas
$412K +$412K +5,268 New
NPF
1115
Norris Perne & French
Michigan
$412K +$412K +5,874 New
FFBTD
1116
First Financial Bank - Trust Division
Ohio
$410K -$208K -2,966 -34%
WB
1117
Webster Bank
Connecticut
$408K -$7.01K -100 -2%
VWM
1118
Valley Wealth Managers
New Jersey
$407K -$7K -100 -2%
DWM
1119
Doyle Wealth Management
Florida
$406K -$148K -2,110 -27%
IWC
1120
Integrated Wealth Concepts
Massachusetts
$406K -$4.69K -67 -1%
PFA
1121
Pathway Financial Advisors
Vermont
$405K – – –
SFWA
1122
Summit Financial Wealth Advisors
Louisiana
$405K +$5.06K +70 +1%
BIM
1123
Barton Investment Management
Pennsylvania
$403K -$93.6K -1,335 -19%
TFA
1124
Toth Financial Advisory
Virginia
$403K -$17.8K -254 -4%
LOPW
1125
Live Oak Private Wealth
North Carolina
$402K +$8.9K +127 +2%
43 44
45
46 47