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Philip Morris
PM

Overview Fund Activity

1,851 hedge funds and large institutions have $115B invested in Philip Morris in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 718 increasing their positions, 681 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,851
Holders Change
+22
Holders Change %
+1.2%
% of All Funds
32.31%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
0.91%
New
124
Increased
718
Reduced
681
Closed
79
Calls
$563M
Puts
$609M
Net Calls
-$46.7M
Net Calls Change
+$15.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$457M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$255M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Macquarie Group
Macquarie Group
Australia
+$147M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$658M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$397M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$327M
4
Renaissance Technologies
Renaissance Technologies
New York
-$218M
5
Fidelity International
Fidelity International
Bermuda
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFWA
1276
Summit Financial Wealth Advisors
Louisiana
$436K -$28K -282 -6%
NQWM
1277
Northwest Quadrant Wealth Management
Oregon
$436K -$15.9K -162 -4%
PCS
1278
Personal CFO Solutions
New Jersey
$435K +$41.9K +422 +11%
PIM
1279
Provident Investment Management
Michigan
$432K +$40.2K +405 +10%
SWA
1280
Sutton Wealth Advisors
Florida
$432K – – –
SIG
1281
Sargent Investment Group
Maryland
$431K +$59.5K +600 +16%
IDA
1282
Intelligence Driven Advisers
California
$431K +$431K +4,350 New
OFW
1283
Omnia Family Wealth
Florida
$430K +$4.82K +48 +1%
RDWM
1284
Red Door Wealth Management
Tennessee
$429K +$7.02K +71 +2%
ABTD
1285
Arvest Bank Trust Division
Oklahoma
$429K +$67.4K +680 +19%
CF
1286
Corrigan Financial
Rhode Island
$429K -$19.4K -196 -4%
STA
1287
Summit Trail Advisors
New York
$428K +$3.61K +36 +0.9%
WB
1288
Webster Bank
Connecticut
$427K -$15.9K -160 -4%
CPSAC
1289
Chas P. Smith & Associates (CPS)
Florida
$426K -$10.7K -108 -2%
BCM
1290
Brown Capital Management
Maryland
$424K – – –
CWM
1291
Calamos Wealth Management
Illinois
$422K +$7.73K +78 +2%
PP
1292
Pegasus Partners
Wisconsin
$419K -$173K -1,743 -29%
PMFA
1293
Plante Moran Financial Advisors
Michigan
$417K -$2.77K -28 -0.7%
WPP
1294
Whalerock Point Partners
Rhode Island
$417K – – –
LI
1295
Lafayette Investments
Maryland
$415K – – –
SC
1296
Schulhoff & Co
Ohio
$415K +$198 +2 +0%
PFA
1297
Pure Financial Advisors
California
$415K +$27.7K +280 +7%
FM
1298
Family Management
New York
$415K +$415K +4,185 New
CC
1299
Courier Capital
New York
$414K -$18.6K -187 -4%
BIM
1300
Baldwin Investment Management
Pennsylvania
$414K – – –
50 51
52
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