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Philip Morris
PM

Overview Fund Activity

1,851 hedge funds and large institutions have $115B invested in Philip Morris in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 718 increasing their positions, 681 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,851
Holders Change
+22
Holders Change %
+1.2%
% of All Funds
32.31%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
0.91%
New
124
Increased
718
Reduced
681
Closed
79
Calls
$563M
Puts
$609M
Net Calls
-$46.7M
Net Calls Change
+$15.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$457M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$255M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Macquarie Group
Macquarie Group
Australia
+$147M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$658M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$397M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$327M
4
Renaissance Technologies
Renaissance Technologies
New York
-$218M
5
Fidelity International
Fidelity International
Bermuda
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
KB
1376
Kimelman & Baird
New York
$366K +$366K +3,692 New
TA
1377
TFG Advisers
Michigan
$365K +$891 +9 +0.2%
KCM
1378
Kathmere Capital Management
Pennsylvania
$364K +$13K +131 +4%
CCA
1379
Childress Capital Advisors
Texas
$363K -$145K -1,467 -29%
SF
1380
Summit Financial
New Jersey
$362K +$362K +3,609 New
HFS
1381
Howard Financial Services
Texas
$361K – – –
EFSCE
1382
Enterprise Financial Services Corp (EFSC)
Missouri
$360K -$12.9K -130 -3%
CG
1383
CFO4Life Group
Texas
$360K +$1.39K +14 +0.4%
SAM
1384
Security Asset Management
New York
$359K -$508K -5,131 -59%
BMC
1385
Benin Management Corp
Connecticut
$359K – – –
CBT
1386
Central Bank & Trust
Kentucky
$359K +$12.4K +125 +4%
RM
1387
Resource Management
Louisiana
$354K +$16.1K +163 +5%
LF
1388
Lantz Financial
Illinois
$351K +$13K +131 +4%
BCM
1389
Becker Capital Management
Oregon
$350K +$9.91K +100 +3%
CI
1390
CX Institutional
Indiana
$349K +$92.6K +935 +36%
SWA
1391
SFMG Wealth Advisors
Texas
$348K -$8.41K -85 -2%
WFPG
1392
Waller Financial Planning Group
Ohio
$348K – – –
LK
1393
Lumbard & Kellner
New Hampshire
$347K – – –
CT
1394
Clearstead Trust
Maine
$346K -$311K -1,561 -47%
NDSI
1395
Newman Dignan & Sheerar Inc
Rhode Island
$346K -$58.5K -590 -14%
PWM
1396
Perigon Wealth Management
California
$346K +$3.27K +33 +1%
CP
1397
Castleview Partners
Texas
$346K +$346K +3,491 New
ECM
1398
Evergreen Capital Management
Washington
$345K -$156K -1,576 -31%
OFS
1399
Orrstown Financial Services
Pennsylvania
$345K – – –
BWM
1400
BigSur Wealth Management
Florida
$345K – – –
54 55
56
57 58