PM icon

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 %
FLPIM
1101
F.L. Putnam Investment Management
Massachusetts
$529K -$47.7K -576 -8%
NPF
1102
Norris Perne & French
Michigan
$526K +$26.9K +325 +5%
SBSB
1103
Sullivan, Bruyette, Speros & Blaney
Virginia
$525K -$44.7K -540 -8%
IWC
1104
Integrated Wealth Concepts
Massachusetts
$524K +$34.9K +421 +7%
MS
1105
Madden Securities
Texas
$522K -$78.1K -943 -13%
MGAM
1106
McGowan Group Asset Management
Texas
$522K +$496 +6 +0.1%
FCBT
1107
First Citizens Bank & Trust
North Carolina
$521K -$101K -1,222 -16%
V
1108
VeraBank
Texas
$521K -$15.2K -183 -3%
NGA
1109
Naples Global Advisors
Florida
$521K +$7.78K +94 +2%
SSW
1110
Smith Shellnut Wilson
Mississippi
$519K -$137K -1,654 -21%
NIM
1111
Northeast Investment Management
Massachusetts
$518K – – –
PFS
1112
Physicians Financial Services
North Carolina
$516K -$51.8K -626 -9%
WDC
1113
Woodward Diversified Capital
California
$516K +$516K +6,229 New
FBA
1114
Front Barnett Associates
Illinois
$514K -$41.4K -500 -7%
IAN
1115
Integrated Advisors Network
Texas
$513K -$12.8K -154 -2%
PCM
1116
Pointe Capital Management
Michigan
$513K -$8.77K -106 -2%
TFM
1117
TFC Financial Management
Massachusetts
$513K – – –
GL
1118
Graypoint LLC
New York
$506K -$333K -4,018 -40%
APWM
1119
Atlas Private Wealth Management
New York
$506K -$112K -1,355 -18%
WA
1120
Wambolt & Associates
Colorado
$506K -$35.7K -431 -7%
SIA
1121
Sit Investment Associates
Minnesota
$505K – – –
EWM
1122
Evermay Wealth Management
Virginia
$505K +$215K +2,600 +74%
HI
1123
Hendershot Investments
Virginia
$504K – – –
GC
1124
Gratus Capital
Georgia
$504K +$34.7K +420 +7%
VC
1125
Veracity Capital
Georgia
$504K +$504K +6,086 New
43 44
45
46 47