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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 %
WBC
1426
Westpac Banking Corp
Australia
$329K +$329K +3,319 New
KF
1427
Krilogy Financial
Missouri
$328K +$4.76K +48 +1%
FMB
1428
Field & Main Bank
Kentucky
$327K – – –
BP
1429
Ballentine Partners
Massachusetts
$327K +$4.26K +43 +1%
LIM
1430
Loudon Investment Management
New Hampshire
$326K -$19.8K -200 -6%
TF
1431
Trek Financial
Arizona
$326K +$4.06K +41 +1%
SFS
1432
Summit Financial Strategies
Ohio
$326K +$326K +3,294 New
SWA
1433
Sax Wealth Advisors
New Jersey
$325K – – –
AA
1434
Advisory Alpha
Michigan
$325K – – –
TAIM
1435
TD Ameritrade Investment Management
Nebraska
$325K +$25.6K +259 +9%
AMIM
1436
Aull & Monroe Investment Management
Alabama
$324K – – –
DWT
1437
Dorsey & Whitney Trust
South Dakota
$323K -$24.6K -249 -7%
CAM
1438
Concorde Asset Management
Michigan
$323K -$12K -115 -4%
SCM
1439
Silvant Capital Management
Georgia
$322K – – –
SIM
1440
Stratos Investment Management
Ohio
$322K +$1.69K +17 +0.5%
PGA
1441
Portland Global Advisors
Maine
$321K – – –
BWM
1442
BNC Wealth Management
Oregon
$319K – – –
ATPW
1443
Ashton Thomas Private Wealth
Arizona
$319K +$319K +3,214 New
CFO
1444
Collective Family Office
Pennsylvania
$318K -$139K -1,400 -30%
MCM
1445
McRae Capital Management
New Jersey
$318K – – –
GHAM
1446
Gilman Hill Asset Management
Connecticut
$318K – – –
XWM
1447
Xcel Wealth Management
Florida
$317K – – –
GC
1448
Garde Capital
Washington
$316K -$9.62K -97 -3%
FFA
1449
Fragasso Financial Advisors
Pennsylvania
$316K +$3.37K +34 +1%
PFO
1450
Pathstone Family Office
New Jersey
$316K +$316K +3,196 New
56 57
58
59 60