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Philip Morris
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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 %
OWA
1476
Outlook Wealth Advisors
Texas
$206K +$206K +2,747 New
CIAS
1477
Capital Investment Advisory Services
North Carolina
$206K +$206K +2,747 New
DA
1478
Detalus Advisors
Missouri
$205K -$19.2K -256 -9%
WA
1479
WealthTrust Axiom
Pennsylvania
$205K -$14.9K -200 -7%
B
1480
Bailard
California
$205K +$205K +2,737 New
BCM
1481
Bienville Capital Management
New York
$204K +$204K +2,680 New
YIA
1482
YHB Investment Advisors
Connecticut
$204K +$204K +2,714 New
VC
1483
Vestor Capital
Illinois
$204K +$204K +2,718 New
FMW
1484
Farr Miller & Washington
District of Columbia
$204K +$204K +2,722 New
WMA
1485
Wealth Management Associates
New Jersey
$203K +$203K +2,711 New
OL
1486
Optas LLC
Texas
$203K +$203K +2,694 New
HWMG
1487
Hurlow Wealth Management Group
Indiana
$203K +$203K +2,701 New
SFG
1488
SNS Financial Group
Minnesota
$203K +$203K +2,701 New
KOMWMG
1489
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$203K +$203K +2,701 New
LFA
1490
Legacy Financial Advisors
Kentucky
$203K +$203K +2,708 New
MIA
1491
MainStreet Investment Advisors
Illinois
$202K -$1.92M -25,641 -90%
VCAM
1492
Van Cleef Asset Management
Ohio
$202K -$15K -200 -7%
CWM
1493
Campbell Wealth Management
Virginia
$202K – – –
LWP
1494
Legacy Wealth Planning
Nevada
$202K +$202K +2,689 New
DE
1495
Day & Ennis
Georgia
$202K +$202K +2,693 New
SCM
1496
Stumpf Capital Management
Arizona
$202K +$202K +2,700 New
HCMT
1497
Highland Capital Management (Tennessee)
Tennessee
$201K -$28K -374 -12%
TP
1498
Tranquility Partners
Tennessee
$201K +$201K +2,677 New
LC
1499
Lincoln Capital
Nebraska
$201K +$201K +2,687 New
SFSIG
1500
San Francisco Sentry Investment Group
California
$196K +$1.2K +16 +0.6%
58 59
60
61 62