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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 %
FMWA
1101
Forvis Mazars Wealth Advisors
Missouri
$643K -$79.6K -803 -11%
FLPIM
1102
F.L. Putnam Investment Management
Massachusetts
$641K -$18K -182 -3%
V
1103
VeraBank
Texas
$640K +$6.74K +68 +1%
MIM
1104
Marco Investment Management
Georgia
$639K -$67.8K -684 -10%
1WM
1105
1900 Wealth Management
Texas
$639K – – –
LOPW
1106
Live Oak Private Wealth
North Carolina
$638K +$207K +2,084 +48%
RMDI
1107
R.M. Davis Inc
Maine
$637K -$114K -1,154 -15%
LA
1108
LVW Advisors
New York
$637K +$10K +101 +2%
WA
1109
Wambolt & Associates
Colorado
$636K +$39.2K +392 +7%
FAIM
1110
Financial Advocates Investment Management
Washington
$635K -$88.9K -897 -12%
CA
1111
Claro Advisors
Massachusetts
$635K +$17.6K +177 +3%
WCM
1112
Weld Capital Management
New York
$635K +$635K +6,402 New
JF
1113
Jump Financial
Illinois
$634K -$210K -2,117 -25%
IAM
1114
Infusive Asset Management
New York
$633K -$39.2K -395 -6%
BW
1115
Bison Wealth
Georgia
$633K +$9.02K +91 +1%
PTC
1116
Philadelphia Trust Company
Pennsylvania
$632K +$24.8K +250 +4%
MGAM
1117
McGowan Group Asset Management
Texas
$630K +$4.76K +48 +0.8%
APWM
1118
Atlas Private Wealth Management
New York
$626K -$13.7K -138 -2%
IF
1119
Intrua Financial
Texas
$626K +$13.6K +136 +2%
SMC
1120
Smith, Moore & Co
Missouri
$624K +$10.5K +106 +2%
SSW
1121
Smith Shellnut Wilson
Mississippi
$622K – – –
FWM
1122
Foresight Wealth Management
Utah
$622K +$144K +1,451 +30%
WA
1123
Wealth Architects
California
$619K +$29.3K +296 +5%
BCM
1124
Bayesian Capital Management
New York
$615K +$615K +6,204 New
WAP
1125
Wealthcare Advisory Partners
Pennsylvania
$614K -$24.1K -243 -4%
43 44
45
46 47