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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 %
SFA
1151
Sequoia Financial Advisors
Ohio
$379K -$418K -5,972 -52%
BHTS
1152
Bar Harbor Trust Services
Maine
$379K – – –
LWA
1153
Lenox Wealth Advisors
New York
$378K +$9.12K +130 +2%
HGWM
1154
Horst & Graben Wealth Management
Oregon
$376K -$14.1K -202 -4%
DOA
1155
D'Orazio & Associates
Virginia
$376K -$11.7K -167 -3%
WIC
1156
Whitegate Investment Counselors
New Hampshire
$374K – – –
WCM
1157
Whitener Capital Management
North Carolina
$372K -$13.3K -190 -3%
H
1158
HoyleCohen
California
$372K – – –
CGA
1159
Crescent Grove Advisors
Illinois
$372K +$71 +1 +0%
BP
1160
Ballentine Partners
Massachusetts
$371K -$14.2K -203 -4%
FTC
1161
Farmers Trust Company
Ohio
$371K -$10.6K -151 -3%
TBNY
1162
Trustco Bank (New York)
New York
$371K – – –
SCM
1163
Spreng Capital Management
Ohio
$370K -$14K -200 -4%
GIM
1164
Greylin Investment Management
Virginia
$370K – – –
FCFC
1165
First Commonwealth Financial Corp
Pennsylvania
$370K +$44.3K +632 +14%
BWP
1166
Baldwin Wealth Partners
Massachusetts
$369K – – –
BWM
1167
BCS Wealth Management
Tennessee
$369K +$48.3K +689 +15%
LPIC
1168
LeJeune Puetz Investment Counsel
Michigan
$368K -$14K -200 -4%
NQWM
1169
Northwest Quadrant Wealth Management
Oregon
$366K – – –
IPW
1170
Inlet Private Wealth
Florida
$364K – – –
MCA
1171
Mercer Capital Advisers
New Jersey
$364K +$364K +5,200 New
DIA
1172
Dana Investment Advisors
Wisconsin
$363K +$86.1K +1,228 +31%
DHFB
1173
Dixon Hubard Feinour & Brown
Virginia
$362K -$39K -500 -10%
HWA
1174
HCR Wealth Advisors
California
$361K -$4.55K -65 -1%
NIM
1175
NuWave Investment Management
New Jersey
$360K +$335K +4,586 +1,369%
45 46
47
48 49