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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 %
KL
1451
KWMG LLC
Kansas
$208K – – –
CCMD
1452
Cypress Capital Management (Delaware)
Delaware
$208K – – –
TSS
1453
Two Sigma Securities
New York
$208K +$208K +2,967 New
NEWAS
1454
N.E.W. Advisory Services
Wisconsin
$208K +$208K +2,975 New
GCP
1455
GSA Capital Partners
United Kingdom
$207K +$207K +2,956 New
WA
1456
WealthTrust Axiom
Pennsylvania
$206K – – –
RCWMU
1457
Rothschild & Co Wealth Management (UK)
United Kingdom
$205K – – –
GSWM
1458
Golden State Wealth Management
California
$205K +$13.5K +193 +7%
PCP
1459
Proficio Capital Partners
Massachusetts
$203K -$26.6K -377 -12%
FMII
1460
Farmers & Merchants Investments Inc
Nebraska
$203K -$12.5K -178 -6%
SIM
1461
Spark Investment Management
New York
$203K – – –
OC
1462
Oarsman Capital
Wisconsin
$203K +$203K +2,899 New
VCAM
1463
Van Cleef Asset Management
Ohio
$203K +$203K +2,900 New
EWA
1464
ERTS Wealth Advisors
Michigan
$202K -$78.7K -1,125 -28%
SBL
1465
Sargent Bickham Lagudis
Colorado
$202K -$24.3K -347 -11%
CA
1466
Calton & Associates
Florida
$202K -$22.8K -325 -10%
SWM
1467
Sanctuary Wealth Management
Idaho
$202K -$12.1K -173 -6%
PGWM
1468
Parisi Gray Wealth Management
New Jersey
$202K -$6.79K -97 -3%
CSPIA
1469
Cary Street Partners Investment Advisory
Virginia
$202K +$202K +2,895 New
ZCA
1470
Zeke Capital Advisors
Pennsylvania
$201K -$153K -2,177 -43%
AI
1471
AdvisorShares Investments
Maryland
$201K -$25K -358 -11%
CHAM
1472
Clear Harbor Asset Management
Connecticut
$201K -$1.75K -25 -0.9%
FFS
1473
Founders Financial Securities
Maryland
$201K +$201K +2,766 New
IEFM
1474
IQ EQ Fund Management
Ireland
$201K +$201K +2,866 New
TFS
1475
TrustCore Financial Services
Tennessee
$200K +$839 +12 +0.4%
57 58
59
60 61