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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 %
MWM
1201
Modera Wealth Management
New Jersey
$427K +$72.7K +878 +21%
RWP
1202
RWA Wealth Partners
Massachusetts
$425K +$77.1K +931 +22%
TBNY
1203
Trustco Bank (New York)
New York
$424K -$15.2K -183 -3%
WA
1204
WBH Advisory
Maryland
$422K -$32.7K -400 -7%
CG
1205
Clarus Group
Texas
$422K +$422K +4,903 New
AP
1206
Atwood & Palmer
Missouri
$421K +$23.9K +289 +6%
SFWA
1207
Summit Financial Wealth Advisors
Louisiana
$420K +$9.15K +122 +2%
BHTS
1208
Bar Harbor Trust Services
Maine
$419K -$28.4K -343 -6%
WPIC
1209
White Pine Investment Company
Michigan
$419K – – –
WQ
1210
Wealth Quarterback
New Jersey
$417K -$164K -1,983 -28%
AMC
1211
Asset Management Corp
Illinois
$417K +$2.67K +33 +0.6%
UWM
1212
Urban Wealth Management
California
$417K +$417K +5,035 New
WB
1213
Webster Bank
Connecticut
$416K -$66.3K -800 -14%
H
1214
HoyleCohen
California
$416K -$24.5K -296 -6%
MCM
1215
Maryland Capital Management
Maryland
$414K -$580 -7 -0.1%
WHRC
1216
W.H. Reaves & Co
New Jersey
$414K – – –
WCM
1217
Whitener Capital Management
North Carolina
$411K -$29.4K -355 -7%
EDRH
1218
Edmond de Rothschild Holding
Switzerland
$410K – – –
FNFDCM
1219
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$409K – – –
FMT
1220
First Mercantile Trust
Tennessee
$408K +$11.3K +137 +3%
CBFP
1221
Cedar Brook Financial Partners
Ohio
$408K +$69.5K +840 +21%
CPSAC
1222
Chas P. Smith & Associates (CPS)
Florida
$407K +$34K +410 +9%
CIC
1223
Carnegie Investment Counsel
Ohio
$406K – – –
AWM
1224
Avior Wealth Management
Nebraska
$406K – – –
MPI
1225
Mairs & Power Inc
Minnesota
$404K +$4.47K +54 +1%
47 48
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