PM icon

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 %
MWM
1126
Mattern Wealth Management
Kansas
$400K -$10.7K -153 -3%
WCM
1127
Wallace Capital Management
Texas
$400K – – –
OAM
1128
Occidental Asset Management
California
$400K +$1.19K +17 +0.3%
WA
1129
WBH Advisory
Maryland
$399K -$29.8K -425 -7%
TCM
1130
Tanaka Capital Management
New York
$399K +$10.2K +145 +3%
CIA
1131
Choate Investment Advisors
Massachusetts
$398K -$55.4K -791 -12%
AI
1132
Accredited Investors
Minnesota
$398K +$4.62K +66 +1%
GC
1133
Gratus Capital
Georgia
$397K +$140 +2 +0%
BMO
1134
Beck Mack & Oliver
New York
$396K – – –
PWLP
1135
Prio Wealth Limited Partnership
Massachusetts
$396K – – –
DLA
1136
Douglas Lane & Associates
New York
$396K +$5.6K +80 +1%
WA
1137
Waverly Advisors
Alabama
$391K +$8.14K +104 +2%
PTC
1138
Philadelphia Trust Company
Pennsylvania
$390K -$12.3K -175 -3%
IMOV
1139
Investment Management of Virginia
Virginia
$389K – – –
ACM
1140
Armbruster Capital Management
New York
$389K – – –
MGIM
1141
M&G Investment Management
United Kingdom
$388K -$34.3K -491 -8%
AB
1142
Atlas Brown
Kentucky
$387K -$21.9K -313 -5%
ZIC
1143
ZWJ Investment Counsel
Georgia
$386K -$3.5M -49,866 -90%
CG
1144
Cutler Group
California
$385K -$492K -7,031 -56%
BFC
1145
Bedel Financial Consulting
Indiana
$385K -$700 -10 -0.2%
FMT
1146
First Mercantile Trust
Tennessee
$385K +$161K +2,298 +72%
RWM
1147
Ritholtz Wealth Management
New York
$384K +$181K +2,590 +90%
MGIA
1148
Moneta Group Investment Advisors
Missouri
$382K +$75.7K +1,080 +25%
B
1149
Bridgeworth
Alabama
$381K -$24.7K -353 -6%
MIM
1150
Marco Investment Management
Georgia
$381K – – –
44 45
46
47 48