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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 %
BIM
1301
Baldwin Investment Management
Pennsylvania
$346K – – –
SC
1302
Schulhoff & Co
Ohio
$346K +$248 +3 +0.1%
CAM
1303
Concorde Asset Management
Michigan
$346K +$75.9K +917 +28%
Wolverine Trading
1304
Wolverine Trading
Illinois
$345K -$10.1M -123,820 -97%
NG
1305
Northstar Group
New York
$345K -$32.3K -390 -9%
AF
1306
Allworth Financial
California
$344K – – –
DHFB
1307
Dixon Hubard Feinour & Brown
Virginia
$344K – – –
IWA
1308
Intercontinental Wealth Advisors
Texas
$344K +$1.74K +21 +0.5%
BCM
1309
Breiter Capital Management
Florida
$343K -$20.3K -246 -6%
KPW
1310
Kore Private Wealth
New York
$343K +$27K +326 +9%
RDWM
1311
Red Door Wealth Management
Tennessee
$342K -$46.6K -563 -12%
STA
1312
Summit Trail Advisors
New York
$340K +$340K +4,049 New
TF
1313
Tompkins Financial
New York
$339K -$19.8K -239 -6%
GCM
1314
Gables Capital Management
Florida
$339K -$8.28K -100 -2%
PWM
1315
PRW Wealth Management
Massachusetts
$339K +$22.7K +274 +7%
CHA
1316
Carmichael Hill & Associates
Maryland
$338K -$41.4K -500 -11%
PFWA
1317
Paces Ferry Wealth Advisors
Georgia
$338K -$19.2K -232 -5%
AAP
1318
Aristotle Atlantic Partners
Florida
$338K – – –
CCFCSB
1319
Cape Cod Five Cents Savings Bank
Massachusetts
$337K – – –
PCM
1320
Parsons Capital Management
Rhode Island
$336K +$5.88K +71 +2%
Financial Engines Advisors
1321
Financial Engines Advisors
California
$336K +$78.9K +938 +31%
PTP
1322
Platform Technology Partners
New York
$335K +$11.3K +137 +4%
BWP
1323
BSW Wealth Partners
Colorado
$332K -$3.06K -37 -0.9%
NAG
1324
Northstar Advisory Group
New Jersey
$332K +$332K +4,011 New
MSU
1325
Mizuho Securities USA
New York
$331K +$331K +4,004 New
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