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Philip Morris
PM

Overview Fund Activity

1,673 hedge funds and large institutions have $86.7B invested in Philip Morris in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 572 increasing their positions, 720 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+17
Holders Change %
+1.03%
% of All Funds
33.85%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
122
Increased
572
Reduced
720
Closed
91
Calls
$437M
Puts
$490M
Net Calls
-$53.4M
Net Calls Change
+$40.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$759M
2
Capital International Investors
Capital International Investors
California
+$687M
3
Barclays
Barclays
United Kingdom
+$250M
4
Citadel Advisors
Citadel Advisors
Florida
+$243M
5
IFP
Independent Franchise Partners
United Kingdom
+$131M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$207M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$189M
3
BlackRock
BlackRock
New York
-$181M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$149M
5
Invesco
Invesco
Georgia
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
TIA
1376
Tandem Investment Advisors
South Carolina
$249K -$18.1K -241 -7%
FMB
1377
Field & Main Bank
Kentucky
$248K -$90.1K -1,200 -27%
FBB
1378
Fulton Breakefield Broenniman
Maryland
$247K -$37K -494 -13%
FMTCOCP
1379
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$247K – – –
ACA
1380
Aptus Capital Advisors
Alabama
$247K +$247K +3,262 New
SWM
1381
Sugarloaf Wealth Management
Georgia
$246K -$26.1K -359 -10%
BEC
1382
Blue Edge Capital
Virginia
$246K -$11.6K -155 -5%
SCM
1383
Silvant Capital Management
Georgia
$245K – – –
AMIM
1384
Aull & Monroe Investment Management
Alabama
$245K – – –
CAM
1385
Concorde Asset Management
Michigan
$245K +$245K +3,262 New
SA
1386
Strategic Advisors
New York
$244K -$53.7K -707 -18%
BA
1387
Birinyi Associates
Connecticut
$244K – – –
CCM
1388
Carlson Capital Management
Minnesota
$243K -$56.1K -750 -19%
PIA
1389
Powell Investment Advisors
Florida
$243K – – –
PGA
1390
Portland Global Advisors
Maine
$243K – – –
MG
1391
Mather Group
Illinois
$241K -$18.4K -246 -7%
CAM
1392
Congress Asset Management
Massachusetts
$241K – – –
KF
1393
Krilogy Financial
Missouri
$241K +$241K +3,220 New
BWM
1394
BNC Wealth Management
Oregon
$241K +$241K +3,220 New
ECG
1395
Edge Capital Group
Georgia
$240K -$9.52K -127 -4%
XS
1396
XR Securities
Illinois
$239K -$484K -6,462 -67%
BCA
1397
Berman Capital Advisors
Georgia
$239K -$126K -1,695 -35%
TAM
1398
Townsend Asset Management
North Carolina
$239K -$11.9K -159 -5%
FFA
1399
Fragasso Financial Advisors
Pennsylvania
$238K -$3.74K -50 -2%
HSWM
1400
Hubbell Strickland Wealth Management
Louisiana
$238K +$825 +11 +0.3%
54 55
56
57 58