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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 %
PPSG
1251
Princeton Portfolio Strategies Group
New Jersey
$306K – – –
RWA
1252
Ropes Wealth Advisors
Massachusetts
$306K +$8.34K +119 +3%
RFM
1253
Royal Fund Management
Florida
$306K +$226K +3,229 +281%
CFFP
1254
Center for Financial Planning
Michigan
$305K – – –
AA
1255
Ancora Advisors
Ohio
$304K – – –
LK
1256
Lumbard & Kellner
New Hampshire
$304K – – –
BFA
1257
Bragg Financial Advisors
North Carolina
$303K -$177K -2,521 -37%
TF
1258
Tompkins Financial
New York
$303K +$42K +600 +16%
IWA
1259
Intercontinental Wealth Advisors
Texas
$302K +$51.4K +733 +21%
WA
1260
WP Advisors
California
$301K -$53K -756 -15%
MWM
1261
Modera Wealth Management
New Jersey
$300K -$41.9K -598 -12%
TW
1262
Transform Wealth
Colorado
$300K -$5.19K -74 -2%
CW
1263
CreativeOne Wealth
Kansas
$300K +$15K +214 +5%
SC
1264
Schulhoff & Co
Ohio
$299K +$210 +3 +0.1%
RB
1265
Rodgers Brothers
Pennsylvania
$299K +$56K +800 +23%
SA
1266
Strategic Advisors
New York
$298K +$7.14K +94 +2%
FMP
1267
Financial Management Professionals
Texas
$297K +$87.2K +1,246 +42%
IC
1268
Intersect Capital
California
$296K -$108K -1,538 -27%
ACG
1269
Allen Capital Group
Nebraska
$296K +$841 +12 +0.3%
CIA
1270
CSat Investment Advisory
Michigan
$296K +$16.8K +240 +6%
PAMG
1271
Patton Albertson Miller Group
Tennessee
$295K -$2.6K -37 -0.9%
SFG
1272
StrategIQ Financial Group
Indiana
$295K – – –
GCM
1273
Gables Capital Management
Florida
$294K -$6.8K -97 -2%
SCM
1274
Schnieders Capital Management
California
$293K -$58.3K -832 -17%
LI
1275
Lafayette Investments
Maryland
$293K -$3.08K -44 -1%
49 50
51
52 53