PM icon

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 %
DAC
1351
Dividend Assets Capital
South Carolina
$316K -$202K -2,440 -39%
SCA
1352
Stonebridge Capital Advisors
Minnesota
$315K +$14.2K +172 +5%
TA
1353
TFG Advisers
Michigan
$313K +$6.28K +76 +2%
ED
1354
Exane Derivatives
France
$312K +$59.2K +715 +23%
CTA
1355
Chesley Taft & Associates
Illinois
$311K – – –
SIG
1356
Sargent Investment Group
Maryland
$311K +$58K +700 +23%
CIAS
1357
Capital Investment Advisory Services
North Carolina
$311K +$83.5K +1,008 +37%
CSM
1358
CAMG Solamere Management
North Carolina
$310K -$16.6K -200 -5%
BMO
1359
Beck Mack & Oliver
New York
$310K -$10.5K -127 -3%
CAL
1360
Capital Advisors Ltd
Ohio
$308K +$4.22K +51 +1%
AL
1361
ADE LLC
Maryland
$308K +$308K +3,724 New
WAAG
1362
Wealth Alliance Advisory Group
Kansas
$307K – – –
SWA
1363
SFMG Wealth Advisors
Texas
$306K -$23K -278 -7%
TF
1364
TimeScale Financial
Massachusetts
$306K -$19.2K -232 -6%
LAM
1365
Lingohr Asset Management
Germany
$306K +$306K +3,700 New
ATFA
1366
All Terrain Financial Advisors
Minnesota
$305K -$18.1K -219 -6%
CT
1367
Clearstead Trust
Maine
$305K +$15.7K +190 +5%
ACA
1368
Aptus Capital Advisors
Alabama
$305K +$32.3K +387 +12%
HFS
1369
Howard Financial Services
Texas
$302K -$20.7K -250 -6%
EFSCE
1370
Enterprise Financial Services Corp (EFSC)
Missouri
$302K -$8.27K -100 -3%
SWM
1371
Salvus Wealth Management
New Jersey
$301K +$301K +3,622 New
RFM
1372
Royal Fund Management
Florida
$300K -$115K -1,396 -28%
BMC
1373
Benin Management Corp
Connecticut
$300K – – –
MCWS
1374
McKinley Carter Wealth Services
West Virginia
$300K +$1.49K +18 +0.5%
FWI
1375
Facet Wealth Inc
Maryland
$300K +$300K +3,628 New
53 54
55
56 57