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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 %
CAC
1401
Certified Advisory Corp
Florida
$231K +$1.4K +20 +0.6%
VWA
1402
Visionary Wealth Advisors
Illinois
$230K +$27.3K +389 +13%
TC
1403
TradeLink Capital
Illinois
$230K +$230K +3,280 New
NAMP
1404
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$229K -$20.3K -290 -8%
BAM
1405
Bellevue Asset Management
Washington
$229K – – –
SCM
1406
Silvant Capital Management
Georgia
$229K – – –
AMIM
1407
Aull & Monroe Investment Management
Alabama
$229K +$21K +300 +10%
BA
1408
Birinyi Associates
Connecticut
$228K -$52.6K -750 -19%
BOPW
1409
Brandywine Oak Private Wealth
Pennsylvania
$228K +$14.3K +205 +7%
RFO
1410
RiverGlades Family Offices
Florida
$228K +$228K +3,260 New
SIG
1411
Sargent Investment Group
Maryland
$227K -$10.5K -150 -4%
PIA
1412
Powell Investment Advisors
Florida
$227K – – –
PGA
1413
Portland Global Advisors
Maine
$227K – – –
CF
1414
Centaurus Financial
California
$226K -$8.69K -124 -4%
CAM
1415
Congress Asset Management
Massachusetts
$225K – – –
AWA
1416
Arkadios Wealth Advisors
Georgia
$225K +$10.8K +145 +5%
BPA
1417
Beacon Pointe Advisors
California
$224K +$29K +413 +15%
FNBOO
1418
First National Bank of Omaha
Nebraska
$223K -$112K -1,600 -33%
TW
1419
Towerpoint Wealth
California
$223K -$36.9K -528 -14%
WP
1420
WealthShield Partners
North Carolina
$223K +$223K +3,178 New
SAM
1421
SignalPoint Asset Management
Missouri
$222K +$28.1K +400 +14%
CRC
1422
Curi RMB Capital
Illinois
$221K -$26.2K -374 -11%
HSWM
1423
Hubbell Strickland Wealth Management
Louisiana
$221K +$769 +11 +0.3%
TFGT
1424
TS Financial Group (TSFG)
Illinois
$221K +$981 +14 +0.4%
9WM
1425
9258 Wealth Management
Ohio
$221K +$1.33K +19 +0.6%
55 56
57
58 59