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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 %
DOA
1176
D'Orazio & Associates
Virginia
$447K +$11.3K +136 +3%
CC
1177
Centiva Capital
New York
$446K -$1.23M -14,866 -73%
NNP
1178
Nachman Norwood & Parrott
South Carolina
$446K +$9.86K +119 +2%
LWA
1179
Lenox Wealth Advisors
New York
$446K +$18.9K +228 +4%
ESB
1180
Essex Savings Bank
Connecticut
$445K +$3.65K +44 +0.8%
TFA
1181
Toth Financial Advisory
Virginia
$443K +$34.2K +413 +8%
WIC
1182
Whitegate Investment Counselors
New Hampshire
$442K – – –
PIMG
1183
Patriot Investment Management Group
Tennessee
$441K -$271K -3,277 -38%
ZIC
1184
ZWJ Investment Counsel
Georgia
$441K +$26.3K +318 +6%
WAP
1185
Wealthcare Advisory Partners
Pennsylvania
$440K +$32.2K +389 +8%
FTC
1186
Farmers Trust Company
Ohio
$439K -$828 -10 -0.2%
TWA
1187
TCI Wealth Advisors
Arizona
$437K -$70.1K -846 -14%
PCA
1188
Personal Capital Advisors
California
$437K +$118K +1,425 +37%
SWP
1189
Summit Wealth Partners
Florida
$437K +$17.3K +209 +4%
BWP
1190
Baldwin Wealth Partners
Massachusetts
$436K – – –
LPIC
1191
LeJeune Puetz Investment Counsel
Michigan
$435K – – –
PA
1192
Procyon Advisors
Connecticut
$434K +$3.23K +39 +0.7%
CCB
1193
Cutter & Co Brokerage
Missouri
$433K +$105K +1,264 +32%
BC
1194
Blackhill Capital
New Jersey
$431K -$414K -5,000 -49%
IMOV
1195
Investment Management of Virginia
Virginia
$431K – – –
HWA
1196
HCR Wealth Advisors
California
$430K +$1.9K +23 +0.4%
CGA
1197
Crescent Grove Advisors
Illinois
$429K -$9.07K -108 -2%
GIM
1198
Greylin Investment Management
Virginia
$428K -$4.14K -50 -1%
B
1199
Bellecapital
Switzerland
$428K -$165 -2 -0%
FNBOSM
1200
First National Bank of South Miami
Florida
$428K +$6.95K +84 +2%
46 47
48
49 50