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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 %
BCA
1201
Berman Capital Advisors
Georgia
$343K -$98.9K -1,416 -22%
EGA
1202
E&G Advisors
Texas
$343K -$21K -300 -6%
CIM
1203
Cambria Investment Management
California
$343K +$20.2K +288 +6%
LSAG
1204
Lake Street Advisors Group
New Hampshire
$342K -$35.3K -504 -9%
PJSIMP
1205
P.J. Schmidt Investment Management (PJS)
Wisconsin
$342K – – –
IC
1206
InterOcean Capital
Illinois
$341K +$1.26K +18 +0.4%
WAM
1207
Weatherly Asset Management
California
$339K -$5.25K -75 -2%
DIM
1208
Delta Investment Management
California
$339K -$1.47K -21 -0.4%
MPI
1209
Mairs & Power Inc
Minnesota
$338K -$12.3K -175 -4%
BFG
1210
Bouchey Financial Group
New York
$338K +$74.5K +1,063 +28%
BHIA
1211
Birch Hill Investment Advisors
Massachusetts
$336K – – –
AP
1212
Atwood & Palmer
Missouri
$336K – – –
DWT
1213
Dorsey & Whitney Trust
South Dakota
$333K -$110K -1,567 -25%
CSM
1214
CAMG Solamere Management
North Carolina
$332K -$154K -2,200 -32%
PMFA
1215
Plante Moran Financial Advisors
Michigan
$332K -$490 -7 -0.1%
BFG
1216
Beacon Financial Group
Texas
$331K +$845 +12 +0.3%
MFG
1217
Menard Financial Group
Texas
$331K +$331K +4,726 New
WAP
1218
Wealthcare Advisory Partners
Pennsylvania
$330K -$3.5K -50 -1%
APW
1219
Acima Private Wealth
Virginia
$330K -$3.08K -44 -0.9%
FANJ
1220
Financial Architects (New Jersey)
New Jersey
$330K +$1.75K +25 +0.5%
CCFCSB
1221
Cape Cod Five Cents Savings Bank
Massachusetts
$329K +$90.9K +1,296 +38%
RDWM
1222
Red Door Wealth Management
Tennessee
$326K -$3.64K -52 -1%
EDRIA
1223
Edmonds Duncan Registered Investment Advisors
Kansas
$326K – – –
CWM
1224
Calamos Wealth Management
Illinois
$325K -$63.9K -911 -16%
NDSI
1225
Newman Dignan & Sheerar Inc
Rhode Island
$323K -$155 -2 -0%
47 48
49
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