PM icon

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 %
SIA
1401
SkyView Investment Advisors
New Jersey
$344K – – –
SBWIC
1402
Schaper Benz & Wise Investment Counsel
Wisconsin
$344K +$9.91K +100 +3%
BFA
1403
Bragg Financial Advisors
North Carolina
$344K +$26.8K +270 +8%
Cohen & Steers
1404
Cohen & Steers
New York
$343K +$123K +1,240 +56%
TCOT
1405
Trust Company of Toledo
Ohio
$340K – – –
LFA
1406
Legacy Financial Advisors
Kentucky
$340K +$17.2K +174 +5%
BBA
1407
BLB&B Advisors
Pennsylvania
$340K +$17.4K +175 +5%
CHC
1408
City Holding Co
West Virginia
$339K – – –
GW
1409
GW & Wade
Massachusetts
$338K +$24.1K +243 +8%
C
1410
Certuity
Florida
$338K +$88.6K +894 +36%
SP
1411
Successful Portfolios
Florida
$337K – – –
LRIC
1412
Long Road Investment Counsel
Michigan
$337K – – –
MAG
1413
Mayfair Advisory Group
Alabama
$337K – – –
BCA
1414
Berman Capital Advisors
Georgia
$336K +$106K +1,071 +46%
RSWM
1415
Robertson Stephens Wealth Management
California
$334K -$212K -2,113 -39%
SAM
1416
Strategy Asset Managers
California
$333K -$8.91K -90 -3%
COCM
1417
Charter Oak Capital Management
New Hampshire
$333K -$3.47K -35 -1%
MMA
1418
Miracle Mile Advisors
California
$333K -$2.48K -25 -0.7%
GIA
1419
GHP Investment Advisors
Colorado
$332K +$297 +3 +0.1%
SCM
1420
Stonebridge Capital Management
California
$331K – – –
AIA
1421
Angeles Investment Advisors
California
$331K – – –
CIA
1422
Choate Investment Advisors
Massachusetts
$329K -$121K -1,225 -27%
CSPIA
1423
Cary Street Partners Investment Advisory
Virginia
$329K -$7.64K -77 -2%
OFG
1424
Oxford Financial Group
Indiana
$329K – – –
AWM
1425
Accurate Wealth Management
Florida
$329K +$329K +3,324 New
55 56
57
58 59