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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 %
OFS
1376
Orrstown Financial Services
Pennsylvania
$242K – – –
TCOT
1377
Trust Company of Toledo
Ohio
$242K – – –
BCWM
1378
Blue Chip Wealth Management
Florida
$242K +$9.47K +135 +4%
MG
1379
Mather Group
Illinois
$242K +$242K +3,460 New
Jacobs Levy Equity Management
1380
Jacobs Levy Equity Management
New Jersey
$241K +$241K +3,436 New
BEC
1381
Blue Edge Capital
Virginia
$241K +$28K +400 +13%
CCFM
1382
Clear Creek Financial Management
Washington
$240K +$240K +3,374 New
PTC
1383
Petrus Trust Company
Texas
$240K +$240K +3,431 New
NAM
1384
NTV Asset Management
West Virginia
$239K -$29K -413 -11%
Financial Engines Advisors
1385
Financial Engines Advisors
California
$239K +$239K +3,351 New
PCG
1386
Private Capital Group
Connecticut
$238K -$29.6K -415 -11%
RM
1387
Resource Management
Louisiana
$238K -$349 -5 -0.1%
LRIC
1388
Long Road Investment Counsel
Michigan
$238K – – –
SP
1389
Successful Portfolios
Florida
$238K +$6.09K +87 +3%
GW
1390
GW & Wade
Massachusetts
$237K +$37.2K +532 +19%
SBWIC
1391
Schaper Benz & Wise Investment Counsel
Wisconsin
$236K -$66.5K -950 -22%
LIM
1392
Loudon Investment Management
New Hampshire
$236K -$32.3K -461 -12%
TAM
1393
Townsend Asset Management
North Carolina
$235K -$2.67K -38 -1%
PWP
1394
Private Wealth Partners
California
$235K – – –
WPA
1395
Winning Points Advisors
Florida
$235K – – –
PWM
1396
Perigon Wealth Management
California
$234K -$47.4K -677 -17%
ECG
1397
Edge Capital Group
Georgia
$233K -$2.17K -31 -0.9%
SCM
1398
Stonebridge Capital Management
California
$233K – – –
PCA
1399
Personal Capital Advisors
California
$232K -$186K -2,653 -44%
FMTCOCP
1400
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$231K -$63.2K -900 -21%
54 55
56
57 58