PM icon

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 %
GWM
1426
Gray Wealth Management
Maine
$220K +$8.36K +120 +4%
PAIM
1427
Punch & Associates Investment Management
Minnesota
$219K -$44.2K -630 -17%
CA
1428
Corrado Advisors
New Jersey
$217K -$13.4K -191 -6%
FCFC
1429
First Citizens Financial Corp
Iowa
$217K -$12.3K -175 -5%
HFA
1430
Hoover Financial Advisors
Pennsylvania
$217K – – –
AWE
1431
Avidian Wealth Enterprises
Texas
$216K -$9.45K -135 -4%
SFG
1432
SevenBridge Financial Group
Pennsylvania
$216K -$7.01K -100 -3%
RIM
1433
Rockbridge Investment Management
New York
$216K +$216K +3,079 New
FIA
1434
Foundations Investment Advisors
Arizona
$215K +$215K +3,046 New
BCP
1435
Blue Chip Partners
Michigan
$214K -$130K -1,861 -38%
ANRIA
1436
American National Registered Investment Advisor
Texas
$214K – – –
HCMT
1437
Highland Capital Management (Tennessee)
Tennessee
$214K +$70 +1 +0%
LIA
1438
LBMC Investment Advisors
Tennessee
$214K +$1.61K +23 +0.8%
CPA
1439
Clear Perspective Advisors
Illinois
$214K +$16.3K +232 +8%
ARTA
1440
A.R.T. Advisors
New York
$213K +$213K +3,039 New
WTFG
1441
Wells Trecaso Financial Group
Ohio
$212K +$421 +6 +0.2%
JSL
1442
JT Stratford LLC
Georgia
$212K +$212K +3,024 New
W
1443
WealthOne
New York
$212K +$212K +3,029 New
BRG
1444
Bay Rivers Group
Virginia
$212K +$212K +3,033 New
TNA
1445
True North Advisors
Texas
$211K +$211K +3,023 New
LF
1446
Lantz Financial
Illinois
$210K -$34.6K -493 -14%
FM
1447
Family Management
New York
$210K -$32.6K -465 -13%
DA
1448
Detalus Advisors
Missouri
$210K -$2.17K -31 -1%
GC
1449
Garde Capital
Washington
$210K – – –
PCS
1450
Personal CFO Solutions
New Jersey
$209K +$13.1K +187 +7%
56 57
58
59 60