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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 %
MRCM
1251
M&R Capital Management
New Jersey
$384K -$532K -6,446 -58%
BS
1252
Boenning & Scattergood
Pennsylvania
$384K -$8.69K -105 -2%
IF
1253
Intrua Financial
Texas
$383K +$17.2K +208 +5%
GW
1254
GW & Wade
Massachusetts
$382K +$100K +1,207 +35%
CNC
1255
Citizens & Northern Corp
Pennsylvania
$378K +$61.9K +748 +20%
CF
1256
Corrigan Financial
Rhode Island
$377K – – –
SLF
1257
Sun Life Financial
Ontario, Canada
$377K -$518K -6,269 -58%
HGWM
1258
Horst & Graben Wealth Management
Oregon
$376K -$32.5K -393 -8%
BCM
1259
Brown Capital Management
Maryland
$376K +$376K +4,547 New
WFM
1260
Wolff Financial Management
Michigan
$374K – – –
WFMPM
1261
Woodley Farra Manion Portfolio Management
Indiana
$374K +$374K +4,515 New
CTA
1262
Colonial Trust Advisors
South Carolina
$373K -$8.29K -100 -2%
TIA
1263
Traphagen Investment Advisors
New Jersey
$372K +$83 +1 +0%
CW
1264
CreativeOne Wealth
Kansas
$372K -$18K -217 -5%
NQWM
1265
Northwest Quadrant Wealth Management
Oregon
$372K -$16.5K -202 -4%
JC
1266
Jacobs & Co
California
$372K – – –
MIM
1267
Meridiem Investment Management
United Kingdom
$372K +$372K +4,500 New
GC
1268
Grimes & Company
Massachusetts
$371K -$76.6K -924 -17%
WOC
1269
West Oak Capital
California
$371K -$1.65K -20 -0.4%
VWA
1270
Visionary Wealth Advisors
Illinois
$371K +$17.4K +210 +5%
SWA
1271
Sutton Wealth Advisors
Florida
$370K +$3.06K +37 +0.8%
WDG
1272
Wealth Dimensions Group
Ohio
$370K +$370K +4,474 New
CCG
1273
Ceeto Capital Group
Florida
$369K – – –
CG
1274
CFO4Life Group
Texas
$367K +$56.8K +686 +18%
WBC
1275
Westpac Banking Corp
Australia
$366K +$366K +4,415 New
49 50
51
52 53