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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 %
CHC
1401
City Holding Co
West Virginia
$281K -$15.8K -191 -5%
SP
1402
Successful Portfolios
Florida
$281K – – –
COCM
1403
Charter Oak Capital Management
New Hampshire
$281K +$281K +3,395 New
LRIC
1404
Long Road Investment Counsel
Michigan
$281K +$281K +3,400 New
EAM
1405
Erste Asset Management
Austria
$280K +$224K +2,740 +406%
SBWIC
1406
Schaper Benz & Wise Investment Counsel
Wisconsin
$279K – – –
PWP
1407
Private Wealth Partners
California
$278K – – –
SCM
1408
Stonebridge Capital Management
California
$277K – – –
AIA
1409
Angeles Investment Advisors
California
$277K – – –
Members Trust
1410
Members Trust
Florida
$277K +$27.1K +327 +11%
LIA
1411
LBMC Investment Advisors
Tennessee
$276K +$21K +254 +8%
ECG
1412
Edge Capital Group
Georgia
$275K +$9.78K +118 +4%
BOPW
1413
Brandywine Oak Private Wealth
Pennsylvania
$274K -$2.73K -33 -1%
FMB
1414
Field & Main Bank
Kentucky
$274K – – –
BAM
1415
Bellevue Asset Management
Washington
$274K +$81 +1 +0%
CFO
1416
Collective Family Office
Pennsylvania
$273K +$273K +3,298 New
FMTCOCP
1417
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$272K – – –
PWM
1418
Perigon Wealth Management
California
$271K -$42.9K -519 -14%
AMIM
1419
Aull & Monroe Investment Management
Alabama
$271K – – –
CCA
1420
Childress Capital Advisors
Texas
$271K +$271K +3,273 New
RIA
1421
Regal Investment Advisors
Michigan
$271K +$271K +3,276 New
SCM
1422
Silvant Capital Management
Georgia
$270K – – –
RWA
1423
River Wealth Advisors
Pennsylvania
$269K -$19.8K -239 -7%
BA
1424
Birinyi Associates
Connecticut
$269K – – –
PGA
1425
Portland Global Advisors
Maine
$268K – – –
55 56
57
58 59