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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 %
CCB
1301
Cutter & Co Brokerage
Missouri
$276K – – –
BMA
1302
Brooks Moore & Associates
Tennessee
$276K – – –
BWP
1303
BSW Wealth Partners
Colorado
$276K +$276K +3,945 New
ATFA
1304
All Terrain Financial Advisors
Minnesota
$274K -$70.1K -1,000 -20%
MFG
1305
Magnus Financial Group
New York
$273K -$31.5K -450 -10%
HFS
1306
Howard Financial Services
Texas
$273K -$5.12K -73 -2%
CNC
1307
Citizens & Northern Corp
Pennsylvania
$273K – – –
ESBC
1308
E.S. Barr & Co
Kentucky
$273K – – –
CC
1309
Courier Capital
New York
$273K +$77.5K +1,100 +40%
CFO
1310
CVA Family Office
Colorado
$273K +$206K +2,944 +310%
ER
1311
Enlightenment Research
Florida
$273K +$273K +3,900 New
TF
1312
TimeScale Financial
Massachusetts
$272K +$352 +5 +0.1%
HIC
1313
Holderness Investments Company
North Carolina
$268K +$351 +5 +0.1%
QI
1314
Qtron Investments
Massachusetts
$267K +$267K +3,813 New
DIM
1315
DC Investments Management
Virginia
$266K +$266K +3,800 New
NICM
1316
Neo Ivy Capital Management
New York
$265K -$38.7K -551 -13%
FBB
1317
Fulton Breakefield Broenniman
Maryland
$265K +$41.5K +594 +19%
RCG
1318
Rock Creek Group
District of Columbia
$265K +$265K +3,783 New
LAS
1319
Lloyd Advisory Services
Georgia
$264K -$22.7K -324 -8%
WAM
1320
Winslow Asset Management
Ohio
$264K – – –
CTA
1321
Chesley Taft & Associates
Illinois
$264K – – –
SWA
1322
SFMG Wealth Advisors
Texas
$263K -$31.6K -450 -11%
SWM
1323
Sugarloaf Wealth Management
Georgia
$262K +$1.4K +20 +0.5%
LJAC
1324
L.J. Altfest & Co
New York
$261K -$9.1K -130 -3%
WWM
1325
Western Wealth Management
Colorado
$261K -$3.97K -56 -1%
51 52
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