PM icon

Philip Morris

1,829 hedge funds and large institutions have $103B invested in Philip Morris in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 725 increasing their positions, 678 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+28
Holders Change %
+1.55%
% of All Funds
32.21%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.74%
New
145
Increased
725
Reduced
678
Closed
102
Calls
$440M
Puts
$502M
Net Calls
-$62.1M
Net Calls Change
+$45.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
1451
Concorde Asset Management
Michigan
$284K -$86K -971 -23%
HSWM
1452
Hubbell Strickland Wealth Management
Louisiana
$284K +$978 +11 +0.3%
XWM
1453
Xcel Wealth Management
Florida
$284K +$9.32K +105 +3%
BFA
1454
Bragg Financial Advisors
North Carolina
$284K +$66.3K +747 +30%
KPW
1455
Kore Private Wealth
New York
$282K -$85.5K -963 -23%
BOPW
1456
Brandywine Oak Private Wealth
Pennsylvania
$282K -$11.8K -133 -4%
GW
1457
GW & Wade
Massachusetts
$281K -$128K -1,439 -31%
FFA
1458
Fragasso Financial Advisors
Pennsylvania
$280K -$3.73K -42 -1%
TW
1459
Towerpoint Wealth
California
$280K
LJAC
1460
L.J. Altfest & Co
New York
$280K
TLP
1461
Trinity Legacy Partners
Texas
$279K +$279K +3,003 New
TAM
1462
Townsend Asset Management
North Carolina
$278K -$5.67K -64 -2%
AWE
1463
Avidian Wealth Enterprises
Texas
$278K -$1.77K -20 -0.6%
CPA
1464
Clear Perspective Advisors
Illinois
$278K +$54.2K +610 +24%
NIM
1465
Northeast Investment Management
Massachusetts
$277K -$279K -3,142 -50%
PAIM
1466
Punch & Associates Investment Management
Minnesota
$277K
YIA
1467
YHB Investment Advisors
Connecticut
$277K +$5.4K +58 +2%
KOMWMG
1468
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$277K +$17.5K +197 +7%
SFSIG
1469
San Francisco Sentry Investment Group
California
$276K +$46.6K +525 +20%
VCG
1470
Vantage Consulting Group
Virginia
$276K +$83.2K +938 +43%
CA
1471
Corrado Advisors
New Jersey
$275K
BEC
1472
Blue Edge Capital
Virginia
$275K -$10K -113 -4%
LA
1473
Legacy Advisors
Pennsylvania
$273K +$52.5K +592 +24%
OBGC
1474
O'Brien Greene & Co
Pennsylvania
$272K
CCM
1475
Carlson Capital Management
Minnesota
$272K +$4.87K +55 +2%