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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 %
FWM
1476
Focused Wealth Management
New York
$200K +$38.4K +548 +24%
MLFP
1477
MPS Loria Financial Planners
Illinois
$195K +$2.17K +31 +1%
CWM
1478
Campbell Wealth Management
Virginia
$189K -$5.46K -78 -3%
FCFS
1479
First Command Financial Services
Texas
$184K +$8.98K +128 +5%
FCB
1480
First Command Bank
Texas
$184K +$8.98K +128 +5%
SFSIG
1481
San Francisco Sentry Investment Group
California
$182K -$13.7K -196 -7%
RFA
1482
Reilly Financial Advisors
California
$181K +$629 +9 +0.3%
TFA
1483
Transamerica Financial Advisors
Florida
$177K +$177K +2,525 New
HI
1484
Hudock Inc
Pennsylvania
$176K -$20.2K -289 -10%
MFT
1485
Moisand Fitzgerald Tamayo
Florida
$174K – – –
JWM
1486
Janiczek Wealth Management
Colorado
$174K +$1.47K +21 +0.9%
MTCM
1487
Mint Tower Capital Management
Netherlands
$174K +$142K +2,030 +441%
TAIM
1488
TD Ameritrade Investment Management
Nebraska
$173K +$29.1K +415 +20%
TL
1489
TrueWealth LLC
Georgia
$169K – – –
EWM
1490
Elmwood Wealth Management
California
$167K +$3.29K +47 +2%
Cohen & Steers
1491
Cohen & Steers
New York
$163K – – –
JGIA
1492
Jackson Grant Investment Advisers
Connecticut
$160K -$6.52K -93 -4%
SC
1493
Steph & Co
Wisconsin
$160K – – –
LC
1494
Lindbrook Capital
California
$157K -$26.8K -382 -15%
LFASL
1495
Lugano Financial Advisors SA (LFA)
Switzerland
$157K – – –
AWM
1496
AllSquare Wealth Management
New York
$157K – – –
CWC
1497
Carolinas Wealth Consulting
North Carolina
$145K +$145K +2,042 New
WEC
1498
Winslow Evans & Crocker
Massachusetts
$143K -$140 -2 -0.1%
SFG
1499
Sowa Financial Group
Rhode Island
$143K +$70 +1 +0%
JWA
1500
JFS Wealth Advisors
Pennsylvania
$142K -$52.5K -750 -27%
58 59
60
61 62