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Philip Morris
PM

Overview Fund Activity

1,842 hedge funds and large institutions have $110B invested in Philip Morris in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 696 increasing their positions, 694 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
-9
Holders Change %
-0.49%
% of All Funds
32.35%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.79%
New
121
Increased
696
Reduced
694
Closed
104
Calls
$716M
Puts
$787M
Net Calls
-$71.6M
Net Calls Change
-$24.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$348M
2
GQG Partners
GQG Partners
Florida
+$236M
3
Capital World Investors
Capital World Investors
California
+$204M
4
N
Natixis
France
+$185M
5
Two Sigma Investments
Two Sigma Investments
New York
+$174M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$485M
2
TAM
Troy Asset Management
United Kingdom
-$381M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$136M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
1226
Gratus Capital
Georgia
$444K -$61.8K -653 -12%
HGWM
1227
Horst & Graben Wealth Management
Oregon
$443K +$3.79K +40 +0.9%
MA
1228
MJP Associates
Connecticut
$442K -$2.18K -23 -0.5%
RMC
1229
Resources Management Corp
Connecticut
$442K – – –
MYIA
1230
Mount Yale Investment Advisors
Colorado
$442K +$442K +4,667 New
ZIC
1231
ZWJ Investment Counsel
Georgia
$441K -$25.4K -268 -5%
CC
1232
Courier Capital
New York
$441K +$45K +474 +11%
BAS
1233
Brown Advisory Securities
Maryland
$440K -$99.3K -1,049 -18%
CA
1234
Clearstead Advisors
Ohio
$440K +$53.8K +567 +14%
AHC
1235
Adell Harriman & Carpenter
Texas
$440K +$192K +2,026 +78%
SCM
1236
Southport Capital Management
Tennessee
$439K -$801K -8,445 -65%
NQWM
1237
Northwest Quadrant Wealth Management
Oregon
$439K -$3.28K -33 -0.7%
TFA
1238
Toth Financial Advisory
Virginia
$438K -$7.97K -84 -2%
1SB
1239
1ST Source Bank
Indiana
$436K -$40.6K -429 -9%
TIA
1240
Traphagen Investment Advisors
New Jersey
$434K +$7.68K +81 +2%
VWA
1241
V Wealth Advisors
Kansas
$432K -$46.8K -493 -10%
WCM
1242
Wallace Capital Management
Texas
$432K -$19.4K -205 -4%
PG
1243
Patten Group
Tennessee
$432K -$15.9K -168 -4%
EDRIA
1244
Edmonds Duncan Registered Investment Advisors
Kansas
$432K – – –
FANJ
1245
Financial Architects (New Jersey)
New Jersey
$431K -$25.7K -271 -6%
HTHT
1246
Hemenway Trust Hemenway Trust
New Hampshire
$431K – – –
CTA
1247
Colonial Trust Advisors
South Carolina
$431K – – –
BS
1248
Boenning & Scattergood
Pennsylvania
$430K -$19.4K -205 -4%
WQ
1249
Wealth Quarterback
New Jersey
$430K +$348K +20,563 +426%
HWA
1250
HCR Wealth Advisors
California
$429K +$379 +4 +0.1%
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50
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