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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 %
ACM
1151
Armbruster Capital Management
New York
$578K – – –
AI
1152
Accredited Investors
Minnesota
$577K +$5.94K +60 +1%
CCWA
1153
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$577K +$577K +5,823 New
SCM
1154
Schnieders Capital Management
California
$575K -$16.6K -168 -3%
AIL
1155
AGF Investments LLC
Ontario, Canada
$572K -$5.16K -52 -0.9%
LPIC
1156
LeJeune Puetz Investment Counsel
Michigan
$570K – – –
CWM
1157
Chesapeake Wealth Management
Virginia
$570K – – –
FCFC
1158
First Commonwealth Financial Corp
Pennsylvania
$568K -$66.5K -671 -10%
BFC
1159
Bedel Financial Consulting
Indiana
$566K +$99 +1 +0%
BAS
1160
Brown Advisory Securities
Maryland
$565K -$91K -917 -14%
GWSG
1161
GPS Wealth Strategies Group
Colorado
$565K -$24.4K -246 -4%
MWM
1162
Mattern Wealth Management
Kansas
$565K – – –
MWM
1163
Merriman Wealth Management
Washington
$562K +$69.9K +705 +14%
CGH
1164
CMG Global Holdings
Texas
$558K +$99 +1 +0%
ACP
1165
Aviance Capital Partners
Florida
$556K -$12.7K -128 -2%
CWG
1166
Cornerstone Wealth Group
North Carolina
$555K +$588 +6 +0.1%
BFG
1167
Bouchey Financial Group
New York
$554K +$28.2K +285 +5%
CF
1168
Centaurus Financial
California
$554K +$48.7K +491 +10%
KFA
1169
Krane Funds Advisors
New York
$551K +$43.3K +437 +9%
SWP
1170
Summit Wealth Partners
Florida
$551K +$27.3K +275 +5%
PFS
1171
Physicians Financial Services
North Carolina
$549K -$132K -1,334 -19%
CB
1172
Community Bank
New York
$549K -$86K -867 -14%
MS
1173
Madden Securities
Texas
$548K – – –
WWM
1174
Western Wealth Management
Colorado
$548K +$172K +1,745 +46%
DOA
1175
D'Orazio & Associates
Virginia
$547K +$99 +1 +0%
45 46
47
48 49