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Philip Morris
PM

Overview Fund Activity

1,673 hedge funds and large institutions have $86.7B invested in Philip Morris in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 572 increasing their positions, 720 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+17
Holders Change %
+1.03%
% of All Funds
33.85%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
122
Increased
572
Reduced
720
Closed
91
Calls
$437M
Puts
$490M
Net Calls
-$53.4M
Net Calls Change
+$40.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$759M
2
Capital International Investors
Capital International Investors
California
+$687M
3
Barclays
Barclays
United Kingdom
+$250M
4
Citadel Advisors
Citadel Advisors
Florida
+$243M
5
IFP
Independent Franchise Partners
United Kingdom
+$131M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$207M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$189M
3
BlackRock
BlackRock
New York
-$181M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$149M
5
Invesco
Invesco
Georgia
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
1451
Sanctuary Wealth Management
Idaho
$217K – – –
SIM
1452
Spark Investment Management
New York
$217K – – –
PGWM
1453
Parisi Gray Wealth Management
New Jersey
$216K – – –
FWM
1454
Focused Wealth Management
New York
$216K +$1.65K +22 +0.8%
CICI
1455
Capital Investment Counsel Inc
North Carolina
$215K +$215K +2,870 New
CHAM
1456
Clear Harbor Asset Management
Connecticut
$215K – – –
TFS
1457
TrustCore Financial Services
Tennessee
$214K – – –
ClearBridge Investments
1458
ClearBridge Investments
New York
$213K -$252K -3,355 -54%
AP
1459
Americana Partners
Texas
$213K -$52.4K -687 -20%
BBA
1460
BLB&B Advisors
Pennsylvania
$213K +$213K +2,834 New
American Century Companies
1461
American Century Companies
Missouri
$212K -$718K -9,563 -77%
MLFP
1462
MPS Loria Financial Planners
Illinois
$212K +$2.4K +32 +1%
OPCM
1463
Osborne Partners Capital Management
California
$211K +$211K +2,818 New
FMC
1464
First Merchants Corp
Indiana
$210K -$351K -4,698 -63%
EWM
1465
Elite Wealth Management
Washington
$210K +$210K +2,800 New
WPP
1466
Whalerock Point Partners
Rhode Island
$210K +$210K +210 New
IEFM
1467
IQ EQ Fund Management
Ireland
$209K -$5.69K -76 -3%
MCM
1468
Marathon Capital Management
Maryland
$209K +$209K +2,788 New
MS
1469
Maven Securities
Jersey
$209K +$209K +2,796 New
BPA
1470
Beacon Pointe Advisors
California
$207K -$33.2K -442 -14%
RIM
1471
Rockbridge Investment Management
New York
$207K -$24.3K -324 -11%
CAM
1472
CenterStar Asset Management
Illinois
$207K -$936K – –
IWS
1473
Insight Wealth Strategies
California
$207K +$207K +2,760 New
JLBC
1474
J.L. Bainbridge & Co
Florida
$207K +$207K +2,761 New
GP
1475
Greenline Partners
New York
$207K +$207K +2,763 New
57 58
59
60 61