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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 %
TW
1276
Transform Wealth
Colorado
$364K +$14.9K +180 +4%
CAM
1277
Costello Asset Management
Pennsylvania
$364K +$41.8K +506 +13%
SC
1278
Steph & Co
Wisconsin
$364K +$76.4K +924 +27%
EGM
1279
Engineers Gate Manager
New York
$364K +$364K +4,400 New
PPSG
1280
Princeton Portfolio Strategies Group
New Jersey
$362K – – –
CC
1281
Courier Capital
New York
$361K -$2.07K -25 -0.6%
PG
1282
Patten Group
Tennessee
$359K +$8.03K +97 +2%
ACG
1283
Allen Capital Group
Nebraska
$357K -$16.5K -199 -4%
HIS
1284
Horizon Investment Services
Indiana
$357K -$14.3K -173 -4%
GI
1285
Gradient Investments
Minnesota
$357K -$4.65K -62 -1%
FMP
1286
Financial Management Professionals
Texas
$357K +$5.3K +64 +2%
BP
1287
BBR Partners
New York
$355K +$1.24K +15 +0.4%
LTI
1288
Laffer Tengler Investments
Tennessee
$354K -$39.7K -487 -10%
SIA
1289
SkyView Investment Advisors
New Jersey
$354K +$354K +4,279 New
FFN
1290
Focus Financial Network
Minnesota
$353K +$1.09K +13 +0.3%
RWB
1291
RMR Wealth Builders
New Jersey
$353K -$74.5K -901 -17%
CA
1292
Calton & Associates
Florida
$353K +$3.98K +48 +1%
PCS
1293
Personal CFO Solutions
New Jersey
$352K +$248 +3 +0.1%
PFO
1294
Pathstone Family Office
New Jersey
$352K +$329K +3,976 +1,462%
AWA
1295
Arkadios Wealth Advisors
Georgia
$350K +$123K +1,491 +54%
PWAP
1296
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$348K -$172K -2,082 -33%
BDF
1297
Balasa Dinverno & Foltz
$348K +$348K +4,207 New
FFBTD
1298
First Financial Bank - Trust Division
Ohio
$347K -$85.3K -1,031 -20%
LI
1299
Lafayette Investments
Maryland
$347K – – –
PAMG
1300
Patton Albertson Miller Group
Tennessee
$346K -$57K -663 -14%
50 51
52
53 54