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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 %
AMC
1176
Asset Management Corp
Illinois
$358K +$1.12K +16 +0.3%
CIC
1177
Carnegie Investment Counsel
Ohio
$356K -$32.5K -466 -8%
PA
1178
Procyon Advisors
Connecticut
$355K -$1.61K -23 -0.5%
WPIC
1179
White Pine Investment Company
Michigan
$355K – – –
RMC
1180
Resources Management Corp
Connecticut
$355K – – –
SWP
1181
Summit Wealth Partners
Florida
$354K +$560 +8 +0.2%
B
1182
Bellecapital
Switzerland
$354K +$4.2K +60 +1%
I
1183
INVST
Indiana
$354K +$354K +5,055 New
SCM
1184
Southport Capital Management
Tennessee
$353K +$350 +5 +0.1%
FAIM
1185
Financial Advocates Investment Management
Washington
$352K -$18.1K -258 -5%
CTA
1186
Colonial Trust Advisors
South Carolina
$352K -$15.4K -220 -4%
DJSG
1187
D.J. St. Germain
Massachusetts
$351K +$4.62K +66 +1%
WHRC
1188
W.H. Reaves & Co
New Jersey
$350K – – –
VPIM
1189
Vanguard Personalized Indexing Management
California
$350K +$51.4K +732 +17%
SWA
1190
Stratos Wealth Advisors
Ohio
$350K +$101K +1,435 +40%
NA
1191
Navellier & Associates
Nevada
$349K -$122K -1,739 -26%
PWM
1192
PBMares Wealth Management
Virginia
$349K – – –
1WA
1193
180 Wealth Advisors
Washington
$349K +$5.26K +70 +2%
APWA
1194
Atlas Private Wealth Advisors
New Jersey
$349K +$349K +4,989 New
FNFDCM
1195
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$348K – – –
HBT
1196
Hills Bank & Trust
Iowa
$348K – – –
ESB
1197
Essex Savings Bank
Connecticut
$348K +$3.85K +55 +1%
CF
1198
Corrigan Financial
Rhode Island
$347K – – –
EDRH
1199
Edmond de Rothschild Holding
Switzerland
$347K – – –
OFW
1200
Omnia Family Wealth
Florida
$346K -$319K -4,463 -48%
46 47
48
49 50