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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 %
SW
1301
SteelPeak Wealth
California
$413K -$679K -6,858 -62%
PWLP
1302
Prio Wealth Limited Partnership
Massachusetts
$413K -$38.1K -384 -8%
CFS
1303
CRA Financial Services
New Jersey
$412K – – –
CHA
1304
Carmichael Hill & Associates
Maryland
$412K +$396 +4 +0.1%
EWA
1305
ERTS Wealth Advisors
Michigan
$411K -$5.55K -56 -1%
VAM
1306
Vontobel Asset Management
New York
$410K -$20.5K -205 -5%
CIAS
1307
Capital Investment Advisory Services
North Carolina
$410K +$18.3K +185 +5%
WDL
1308
Well Done LLC
Michigan
$409K -$12.4K -125 -3%
RWP
1309
RWA Wealth Partners
Massachusetts
$409K -$5.05K -51 -1%
MCM
1310
Maryland Capital Management
Maryland
$408K -$73.3K -740 -15%
HIS
1311
Horizon Investment Services
Indiana
$408K – – –
PTP
1312
Platform Technology Partners
New York
$406K +$406K +4,097 New
CA
1313
Clearstead Advisors
Ohio
$404K +$8.53K +86 +2%
ARC
1314
Advisor Resource Council
Texas
$404K +$404K +4,078 New
SFSIG
1315
San Francisco Sentry Investment Group
California
$402K +$93.6K +943 +30%
CA
1316
Continuum Advisory
Idaho
$402K +$402K +4,054 New
PRC
1317
Pearl River Capital
Michigan
$401K -$529K -5,338 -57%
LIA
1318
LS Investment Advisors
Michigan
$400K -$2.54M -25,632 -86%
CCFCSB
1319
Cape Cod Five Cents Savings Bank
Massachusetts
$399K -$4.95K -50 -1%
NAG
1320
Northstar Advisory Group
New Jersey
$399K +$694 +7 +0.2%
BCM
1321
Breiter Capital Management
Florida
$399K +$399K +4,021 New
BWP
1322
BSW Wealth Partners
Colorado
$398K – – –
PB
1323
Pinnacle Bancorp
Nebraska
$398K +$9.92K +100 +3%
CCA
1324
Cobblestone Capital Advisors
New York
$397K +$27.7K +280 +8%
BMCM
1325
Burns Matteson Capital Management
New York
$396K +$168K +1,693 +74%
51 52
53
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