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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 %
KF
1426
Krilogy Financial
Missouri
$267K – – –
BWM
1427
BNC Wealth Management
Oregon
$267K – – –
AA
1428
Advisory Alpha
Michigan
$266K -$8.38K -101 -3%
BEC
1429
Blue Edge Capital
Virginia
$266K -$5.8K -70 -2%
FBB
1430
Fulton Breakefield Broenniman
Maryland
$265K -$8.29K -100 -3%
TAM
1431
Townsend Asset Management
North Carolina
$265K +$828 +10 +0.3%
SIM
1432
Stratos Investment Management
Ohio
$265K +$8.44K +102 +3%
SWA
1433
Sax Wealth Advisors
New Jersey
$265K +$265K +3,196 New
SHGA
1434
Sand Hill Global Advisors
California
$265K +$265K +3,198 New
TGAM
1435
TBH Global Asset Management
Tennessee
$265K +$265K +3,200 New
SEIA
1436
Signature Estate & Investment Advisors
California
$265K +$265K +3,203 New
LAS
1437
Lloyd Advisory Services
Georgia
$264K -$18K -217 -6%
HSWM
1438
Hubbell Strickland Wealth Management
Louisiana
$264K +$912 +11 +0.3%
FFA
1439
Fragasso Financial Advisors
Pennsylvania
$264K +$1.32K +16 +0.5%
FSC
1440
Full Sail Capital
Oklahoma
$264K +$264K +3,217 New
GC
1441
Garde Capital
Washington
$263K +$165 +2 +0.1%
HI
1442
HBK Investments
Texas
$263K +$263K +3,182 New
PCG
1443
Private Capital Group
Connecticut
$262K -$13.2K -157 -5%
LJAC
1444
L.J. Altfest & Co
New York
$261K -$69.1K -835 -21%
TW
1445
Towerpoint Wealth
California
$261K – – –
AWE
1446
Avidian Wealth Enterprises
Texas
$261K +$248 +3 +0.1%
GSWM
1447
Golden State Wealth Management
California
$261K +$53.8K +651 +26%
APP
1448
Alpha Paradigm Partners
Illinois
$259K +$259K +3,132 New
PAIM
1449
Punch & Associates Investment Management
Minnesota
$258K – – –
KCM
1450
Kathmere Capital Management
Pennsylvania
$257K – – –
56 57
58
59 60