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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 %
PAM
1351
Pegasus Asset Management
New York
$252K – – –
EWM
1352
Evermay Wealth Management
Virginia
$252K +$252K +3,602 New
EFSCE
1353
Enterprise Financial Services Corp (EFSC)
Missouri
$250K -$211K -3,010 -46%
FFA
1354
Fragasso Financial Advisors
Pennsylvania
$250K -$5.03K -65 -2%
RSWM
1355
Robertson Stephens Wealth Management
California
$250K +$250K +3,516 New
WFPG
1356
Waller Financial Planning Group
Ohio
$249K – – –
FPS
1357
Fieldpoint Private Securities
Connecticut
$249K +$9.67K +138 +4%
TCM
1358
Teza Capital Management
Illinois
$249K +$249K +3,558 New
TIA
1359
Tandem Investment Advisors
South Carolina
$249K +$249K +3,561 New
PFA
1360
Pure Financial Advisors
California
$248K +$2.66K +38 +1%
NL
1361
NWAM LLC
Washington
$248K +$5.46K +78 +2%
AP
1362
Americana Partners
Texas
$247K -$105K -1,473 -30%
GI
1363
Gradient Investments
Minnesota
$247K +$26.2K +374 +12%
ABTD
1364
Arvest Bank Trust Division
Oklahoma
$246K -$49.3K -703 -17%
ST
1365
Sabal Trust
Florida
$246K -$46.5K -662 -16%
BWM
1366
BigSur Wealth Management
Florida
$245K – – –
PBT
1367
Pictet Bank & Trust
Bahamas
$245K – – –
LC
1368
Lavaca Capital
Texas
$245K +$22.9K +327 +10%
AC
1369
Athanor Capital
New York
$245K +$245K +3,498 New
AA
1370
Advisory Alpha
Michigan
$244K -$20K -251 -8%
BFM
1371
Boston Financial Management
Massachusetts
$244K -$7.5K -107 -3%
FA
1372
FCG Advisors
New Jersey
$244K +$6.58K +94 +3%
FSA
1373
Franklin Street Advisors
North Carolina
$243K -$44.2K -630 -15%
OFG
1374
Oxford Financial Group
Indiana
$243K – – –
RGIA
1375
Rainier Group Investment Advisory
Washington
$243K +$243K +3,475 New
53 54
55
56 57