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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 %
MCM
1326
Manchester Capital Management
Vermont
$330K +$4.96K +60 +2%
WEC
1327
Winslow Evans & Crocker
Massachusetts
$330K +$161K +1,948 +96%
WWM
1328
Western Wealth Management
Colorado
$329K -$4.64K -56 -1%
CFO
1329
CVA Family Office
Colorado
$327K -$41.4K -500 -11%
PIM
1330
Provident Investment Management
Michigan
$327K -$16.6K -200 -5%
CA
1331
Callahan Advisors
Texas
$327K +$83 +1 +0%
CA
1332
Clearstead Advisors
Ohio
$327K +$20.4K +246 +7%
HCP
1333
Hexagon Capital Partners
Arkansas
$326K -$3.88K -47 -1%
BMA
1334
Brooks Moore & Associates
Tennessee
$326K – – –
BC
1335
Burney Company
Virginia
$325K -$46.5K -563 -13%
HIC
1336
Holderness Investments Company
North Carolina
$325K -$7.77K -94 -2%
CAM
1337
Carret Asset Management
New York
$324K -$4.14K -50 -1%
PB
1338
Pinnacle Bancorp
Nebraska
$324K – – –
CCT
1339
Country Club Trust
Missouri
$323K -$48.9K -600 -13%
WA
1340
WP Advisors
California
$323K -$579 -7 -0.2%
SFG
1341
Summit Financial Group
West Virginia
$323K – – –
ESBC
1342
E.S. Barr & Co
Kentucky
$323K – – –
UF
1343
Univest Financial
Pennsylvania
$322K -$10.3K -125 -3%
PFA
1344
Pure Financial Advisors
California
$321K +$16.7K +201 +5%
TIA
1345
Tandem Investment Advisors
South Carolina
$320K +$45.4K +549 +17%
IMA
1346
Investment Management Associates
Colorado
$319K +$319K +3,855 New
AC
1347
Abbrea Capital
California
$318K -$420 -5 -0.1%
MFA
1348
Mayflower Financial Advisors
Massachusetts
$318K +$318K +3,843 New
PFGIA
1349
Patriot Financial Group Insurance Agency
Massachusetts
$317K -$34.6K -419 -10%
WDL
1350
Well Done LLC
Michigan
$317K +$317K +3,828 New
52 53
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