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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 %
CWA
1201
Carolina Wealth Advisors
South Carolina
$514K -$21.2K -214 -4%
PCM
1202
Pointe Capital Management
Michigan
$512K +$111K +1,118 +28%
SCM
1203
Spreng Capital Management
Ohio
$511K – – –
BCA
1204
Bay Colony Advisors
Massachusetts
$511K +$1.19K +12 +0.2%
LSAG
1205
Lake Street Advisors Group
New Hampshire
$510K +$22.4K +224 +5%
BCAM
1206
Boston Common Asset Management
Massachusetts
$510K +$35.2K +355 +7%
GIM
1207
Greylin Investment Management
Virginia
$508K -$4.96K -50 -1%
QSS
1208
Quantitative Systematic Strategies
Florida
$508K +$508K +5,122 New
KTC
1209
Kistler-Tiffany Companies
Pennsylvania
$505K -$55.5K -560 -10%
AF
1210
Arrow Financial
New York
$503K +$4.56K +46 +0.9%
PCA
1211
Personal Capital Advisors
California
$502K -$74.9K -755 -13%
WPIC
1212
White Pine Investment Company
Michigan
$502K – – –
BHTS
1213
Bar Harbor Trust Services
Maine
$502K +$1.39K +14 +0.3%
VWA
1214
V Wealth Advisors
Kansas
$502K +$44.1K +443 +10%
1SB
1215
1ST Source Bank
Indiana
$499K +$44.5K +449 +10%
TBNY
1216
Trustco Bank (New York)
New York
$498K – – –
WA
1217
WBH Advisory
Maryland
$497K -$14.1K -142 -3%
MWM
1218
Modera Wealth Management
New Jersey
$497K +$7.53K +76 +2%
WHRC
1219
W.H. Reaves & Co
New Jersey
$496K – – –
DIM
1220
Delta Investment Management
California
$495K – – –
FTDI
1221
First Trust Direct Indexing
Massachusetts
$495K +$495K +4,993 New
KFS
1222
Kelly Financial Services
Massachusetts
$495K +$490K +48,522 +9,802%
WA
1223
Waverly Advisors
Alabama
$493K +$159K +1,564 +47%
EN1L
1224
Engine No 1 LLC
California
$493K +$493K +4,972 New
UBV
1225
United Bank (Virginia)
Virginia
$489K -$99.1K -1,000 -17%
47 48
49
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