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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 %
DIM
1226
Delta Investment Management
California
$402K -$152K -1,836 -27%
RFO
1227
RiverGlades Family Offices
Florida
$402K +$74.4K +900 +23%
VWA
1228
V Wealth Advisors
Kansas
$402K +$402K +4,858 New
CCM
1229
Crossvault Capital Management
Texas
$401K -$223K -2,700 -36%
LA
1230
LVW Advisors
New York
$400K +$76.3K +920 +24%
PMFA
1231
Plante Moran Financial Advisors
Michigan
$398K +$25.3K +306 +7%
CP
1232
Covenant Partners
Tennessee
$397K -$415K -5,008 -51%
BHIA
1233
Birch Hill Investment Advisors
Massachusetts
$397K – – –
BFG
1234
Bouchey Financial Group
New York
$397K +$910 +11 +0.2%
OFW
1235
Omnia Family Wealth
Florida
$394K -$12.5K -149 -3%
LSAG
1236
Lake Street Advisors Group
New Hampshire
$394K -$11.5K -139 -3%
WPA
1237
Winning Points Advisors
Florida
$393K +$116K +1,400 +42%
HTHT
1238
Hemenway Trust Hemenway Trust
New Hampshire
$393K -$149K -1,801 -27%
SCM
1239
Spreng Capital Management
Ohio
$393K -$27.2K -329 -6%
EDRIA
1240
Edmonds Duncan Registered Investment Advisors
Kansas
$393K -$8.63K -100 -2%
BCAM
1241
Boston Common Asset Management
Massachusetts
$393K +$393K +4,750 New
CIA
1242
Choate Investment Advisors
Massachusetts
$392K +$15.2K +183 +4%
RSWM
1243
Robertson Stephens Wealth Management
California
$391K +$96K +1,144 +33%
RMC
1244
Resources Management Corp
Connecticut
$390K -$20.7K -250 -5%
PIA
1245
Pinion Investment Advisors
Kansas
$390K +$61.9K +748 +19%
MA
1246
MJP Associates
Connecticut
$390K +$390K +4,710 New
CFS
1247
CRA Financial Services
New Jersey
$386K -$41.4K -500 -10%
FANJ
1248
Financial Architects (New Jersey)
New Jersey
$386K -$14.6K -176 -4%
DJSG
1249
D.J. St. Germain
Massachusetts
$385K – – –
PWLP
1250
Prio Wealth Limited Partnership
Massachusetts
$385K – – –
48 49
50
51 52