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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 %
BS
1226
Boenning & Scattergood
Pennsylvania
$323K – – –
CCT
1227
Country Club Trust
Missouri
$322K – – –
BHWM
1228
Bay Harbor Wealth Management
Maryland
$321K -$24.4K -348 -7%
MWM
1229
Madison Wealth Management
Ohio
$321K -$14K -200 -4%
CHA
1230
Carmichael Hill & Associates
Maryland
$321K – – –
FIM
1231
Frontier Investment Management
Texas
$321K +$5.61K +80 +2%
LA
1232
LVW Advisors
New York
$319K +$3.79K +54 +1%
WFM
1233
Wolff Financial Management
Michigan
$317K – – –
BC
1234
Burney Company
Virginia
$316K -$34.1K -487 -10%
WOC
1235
West Oak Capital
California
$316K +$8.77K +125 +3%
FMB
1236
Field & Main Bank
Kentucky
$316K +$316K +4,504 New
JC
1237
Jacobs & Co
California
$315K -$8.75K -125 -3%
VIM
1238
Veritas Investment Management
United Kingdom
$315K – – –
AF
1239
Allworth Financial
California
$315K +$40.7K +580 +15%
HIS
1240
Horizon Investment Services
Indiana
$315K +$315K +4,490 New
TIA
1241
Traphagen Investment Advisors
New Jersey
$315K -$24K -342 -7%
PCM
1242
Parsons Capital Management
Rhode Island
$314K -$34.7K -495 -10%
CCG
1243
Ceeto Capital Group
Florida
$313K – – –
RFN
1244
RDA Financial Network
Iowa
$312K – – –
SWA
1245
Sutton Wealth Advisors
Florida
$311K -$23.2K -331 -7%
XWM
1246
Xcel Wealth Management
Florida
$310K +$100K +1,438 +48%
BCM
1247
Breiter Capital Management
Florida
$308K +$26.6K +379 +9%
HIA
1248
Harbor Investment Advisory
Maryland
$307K -$37.2K -531 -11%
CPSAC
1249
Chas P. Smith & Associates (CPS)
Florida
$306K -$50.1K -715 -14%
NG
1250
Northstar Group
New York
$306K -$9.1K -130 -3%
48 49
50
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