PM icon

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 %
TI
1276
Tidal Investments
Wisconsin
$293K +$15.3K +218 +6%
RWP
1277
RWA Wealth Partners
Massachusetts
$293K +$15.9K +227 +6%
PWM
1278
PRW Wealth Management
Massachusetts
$293K +$24.1K +344 +9%
CCM
1279
Carlson Capital Management
Minnesota
$292K +$41.1K +562 +16%
PIM
1280
Provident Investment Management
Michigan
$291K – – –
CAM
1281
Costello Asset Management
Pennsylvania
$291K +$291K +4,148 New
ACI
1282
Alpha Cubed Investments
California
$290K -$100K -1,427 -26%
Rafferty Asset Management
1283
Rafferty Asset Management
New York
$289K +$33.8K +482 +13%
KPW
1284
Kore Private Wealth
New York
$289K +$64.6K +925 +29%
CAM
1285
Carret Asset Management
New York
$288K +$14K +200 +5%
AAP
1286
Aristotle Atlantic Partners
Florida
$286K – – –
RWB
1287
RMR Wealth Builders
New Jersey
$286K +$286K +4,080 New
FPCG
1288
Fort Pitt Capital Group
Pennsylvania
$283K -$19.2K -274 -6%
GIA
1289
GHP Investment Advisors
Colorado
$283K -$9.18K -131 -3%
PG
1290
Patten Group
Tennessee
$282K +$1.33K +19 +0.5%
UF
1291
Univest Financial
Pennsylvania
$281K -$7.56K -108 -3%
AC
1292
Abbrea Capital
California
$281K +$1.86K +26 +0.7%
NJBEST
1293
New Jersey Better Educational Savings Trust
New Jersey
$280K – – –
PIA
1294
Pinion Investment Advisors
Kansas
$278K -$65.9K -940 -19%
CBFP
1295
Cedar Brook Financial Partners
Ohio
$277K -$21.2K -303 -7%
TA
1296
TFG Advisers
Michigan
$277K -$699 -10 -0.3%
PFGIA
1297
Patriot Financial Group Insurance Agency
Massachusetts
$277K +$7.09K +101 +3%
SFG
1298
Summit Financial Group
West Virginia
$277K +$30.2K +430 +12%
MCWS
1299
McKinley Carter Wealth Services
West Virginia
$276K -$45.4K -649 -14%
CA
1300
Callahan Advisors
Texas
$276K -$16.9K -241 -6%
50 51
52
53 54