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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 %
DBRC
1376
D.B. Root & Company
Pennsylvania
$299K -$682K -8,237 -70%
SFG
1377
StrategIQ Financial Group
Indiana
$298K -$41.4K -500 -12%
PAM
1378
Pegasus Asset Management
New York
$298K – – –
DWT
1379
Dorsey & Whitney Trust
South Dakota
$294K +$7.38K +89 +3%
CBT
1380
Central Bank & Trust
Kentucky
$293K -$10.3K -125 -3%
WFPG
1381
Waller Financial Planning Group
Ohio
$291K -$2.9K -35 -1%
OFG
1382
Oxford Financial Group
Indiana
$290K +$2.24K +27 +0.8%
IA
1383
Inspire Advisors
Idaho
$290K +$290K +3,502 New
CF
1384
Centaurus Financial
California
$289K -$18.2K -220 -6%
LIM
1385
Loudon Investment Management
New Hampshire
$289K – – –
ISB
1386
Iowa State Bank
Iowa
$288K -$215K -2,600 -43%
SAM
1387
Strategy Asset Managers
California
$288K -$5.87K -71 -2%
BFM
1388
Boston Financial Management
Massachusetts
$288K – – –
BWM
1389
BigSur Wealth Management
Florida
$288K – – –
MMA
1390
Miracle Mile Advisors
California
$288K +$34.9K +421 +14%
AIP
1391
Almanack Investment Partners
Pennsylvania
$287K +$287K +3,414 New
OFS
1392
Orrstown Financial Services
Pennsylvania
$286K – – –
TCOT
1393
Trust Company of Toledo
Ohio
$285K -$11.1K -134 -4%
JIP
1394
JBJ Investment Partners
South Carolina
$284K -$75K -906 -21%
MWM
1395
Madison Wealth Management
Ohio
$284K -$58.7K -708 -17%
BCM
1396
Becker Capital Management
Oregon
$284K -$29.8K -360 -9%
BP
1397
Ballentine Partners
Massachusetts
$283K -$205K -2,472 -42%
RM
1398
Resource Management
Louisiana
$282K -$19.3K -233 -6%
NAM
1399
NTV Asset Management
West Virginia
$282K – – –
MAG
1400
Mayfair Advisory Group
Alabama
$282K +$282K +3,401 New
54 55
56
57 58