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 %
BW
1126
Bison Wealth
Georgia
$501K +$35.5K +428 +8%
BCM
1127
BTC Capital Management
Iowa
$500K +$500K +6,034 New
UBV
1128
United Bank (Virginia)
Virginia
$499K – – –
SCM
1129
Schnieders Capital Management
California
$499K +$62.1K +750 +14%
TWP
1130
Tempus Wealth Planning
California
$497K – – –
HPCM
1131
Hunter Perkins Capital Management
Illinois
$497K +$497K +6,000 New
BAS
1132
Brown Advisory Securities
Maryland
$495K -$8.27K -100 -2%
MSS
1133
Mitchell Sinkler & Starr
Pennsylvania
$495K – – –
GWSG
1134
GPS Wealth Strategies Group
Colorado
$493K +$493K +5,953 New
IAM
1135
Infusive Asset Management
New York
$493K +$493K +5,960 New
FHA
1136
Flagship Harbor Advisors
Massachusetts
$492K -$13.8K -166 -3%
SMC
1137
Smith, Moore & Co
Missouri
$490K -$37.3K -450 -7%
AF
1138
Arrow Financial
New York
$490K +$20.3K +246 +4%
WA
1139
Wealth Architects
California
$489K +$744 +9 +0.2%
DP
1140
Dearborn Partners
Illinois
$487K -$83 -1 -0%
PFA
1141
Pathway Financial Advisors
Vermont
$486K – – –
RCA
1142
Ranch Capital Advisors
Florida
$485K +$7.37K +89 +2%
WCM
1143
Wallace Capital Management
Texas
$485K +$12.4K +150 +3%
RWM
1144
Ritholtz Wealth Management
New York
$484K -$47.5K -574 -9%
PTC
1145
Philadelphia Trust Company
Pennsylvania
$484K +$31.4K +380 +7%
ACM
1146
Armbruster Capital Management
New York
$483K +$25.5K +308 +6%
CWM
1147
Chesapeake Wealth Management
Virginia
$481K -$8.28K -100 -2%
NAS
1148
Nicolet Advisory Services
Wisconsin
$481K +$83 +1 +0%
OAM
1149
Occidental Asset Management
California
$473K -$12.4K -150 -3%
MWM
1150
Mattern Wealth Management
Kansas
$473K – – –
44 45
46
47 48