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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 %
MCWS
1451
McKinley Carter Wealth Services
West Virginia
$314K -$69.1K -696 -18%
PCG
1452
Private Capital Group
Connecticut
$314K +$24.8K +247 +9%
LJAC
1453
L.J. Altfest & Co
New York
$313K +$396 +4 +0.1%
TW
1454
Towerpoint Wealth
California
$312K – – –
PAM
1455
Pegasus Asset Management
New York
$311K -$49.6K -500 -14%
TAM
1456
Townsend Asset Management
North Carolina
$311K – – –
IMA
1457
Investment Management Associates
Colorado
$311K +$13.7K +138 +5%
AWE
1458
Avidian Wealth Enterprises
Texas
$310K -$992 -10 -0.3%
CCM
1459
Carlson Capital Management
Minnesota
$310K +$5.75K +58 +2%
PAIM
1460
Punch & Associates Investment Management
Minnesota
$309K – – –
HSWM
1461
Hubbell Strickland Wealth Management
Louisiana
$308K -$8.93K -90 -3%
CA
1462
Corrado Advisors
New Jersey
$307K – – –
CFAM
1463
Center For Asset Management
Florida
$307K +$32.6K +329 +12%
BEC
1464
Blue Edge Capital
Virginia
$307K – – –
NEWAS
1465
N.E.W. Advisory Services
Wisconsin
$306K +$3.06K +31 +1%
MAM
1466
McLean Asset Management
Virginia
$306K +$4.05K +41 +1%
GWM
1467
Gray Wealth Management
Maine
$305K +$18.9K +191 +7%
HWA
1468
Heritage Way Advisors
Illinois
$305K +$305K +3,080 New
OBGC
1469
O'Brien Greene & Co
Pennsylvania
$304K – – –
SFG
1470
SevenBridge Financial Group
Pennsylvania
$304K +$2.58K +26 +0.9%
DTC
1471
Davidson Trust Company
Washington
$304K +$3.67K +37 +1%
CICI
1472
Capital Investment Counsel Inc
North Carolina
$304K +$19.8K +200 +7%
CC
1473
Claybrook Capital
Massachusetts
$304K +$304K +3,069 New
APC
1474
Aspire Private Capital
North Carolina
$303K -$206K -2,077 -40%
ANRIA
1475
American National Registered Investment Advisor
Texas
$303K – – –
57 58
59
60 61