PM icon

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 %
CA
1451
Corrado Advisors
New Jersey
$257K – – –
FIA
1452
Foundations Investment Advisors
Arizona
$257K +$6.64K +80 +3%
WPP
1453
Whalerock Point Partners
Rhode Island
$257K +$240K +2,894 +1,378%
LF
1454
Lantz Financial
Illinois
$256K +$3.97K +48 +2%
XWM
1455
Xcel Wealth Management
Florida
$256K +$7.86K +95 +3%
WA
1456
Waverly Advisors
Alabama
$255K -$198K -2,322 -44%
LK
1457
Lumbard & Kellner
New Hampshire
$255K -$90.4K -1,134 -26%
KL
1458
KWMG LLC
Kansas
$254K +$8.13K +98 +3%
OBGC
1459
O'Brien Greene & Co
Pennsylvania
$254K +$254K +3,064 New
ANRIA
1460
American National Registered Investment Advisor
Texas
$253K – – –
NAMP
1461
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$253K – – –
PIA
1462
Powell Investment Advisors
Florida
$252K -$15.1K -180 -6%
SFG
1463
SevenBridge Financial Group
Pennsylvania
$252K – – –
VWM
1464
Valley Wealth Managers
New Jersey
$251K -$25.8K -311 -9%
CCM
1465
Carlson Capital Management
Minnesota
$251K -$19.3K -232 -7%
HFA
1466
Hoover Financial Advisors
Pennsylvania
$251K – – –
CFAM
1467
Center For Asset Management
Florida
$251K +$251K +3,031 New
RCG
1468
Rock Creek Group
District of Columbia
$250K -$91.8K -1,109 -27%
ICM
1469
IMS Capital Management
Oregon
$250K -$83 -1 -0%
TAIM
1470
TD Ameritrade Investment Management
Nebraska
$250K +$68.9K +834 +38%
ABTD
1471
Arvest Bank Trust Division
Oklahoma
$249K -$33.1K -400 -12%
JLBC
1472
J.L. Bainbridge & Co
Florida
$248K +$19.6K +237 +9%
MAM
1473
McLean Asset Management
Virginia
$248K +$248K +2,991 New
GAB
1474
German American Bancorp
Indiana
$248K +$248K +3,000 New
TCM
1475
Towercrest Capital Management
Pennsylvania
$248K +$248K +6,038 New
57 58
59
60 61