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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 %
DTC
1476
Davidson Trust Company
Washington
$247K – – –
IEFM
1477
IQ EQ Fund Management
Ireland
$247K +$16.1K +194 +7%
NEWAS
1478
N.E.W. Advisory Services
Wisconsin
$246K – – –
CCMD
1479
Cypress Capital Management (Delaware)
Delaware
$246K – – –
SAMT
1480
Select Asset Management & Trust
Pennsylvania
$246K +$246K +2,969 New
GWM
1481
Gray Wealth Management
Maine
$244K -$3.06K -37 -1%
RCWMU
1482
Rothschild & Co Wealth Management (UK)
United Kingdom
$242K – – –
YIA
1483
YHB Investment Advisors
Connecticut
$242K +$16.9K +204 +8%
KOMWMG
1484
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$242K +$18.5K +223 +8%
ICP
1485
Interchange Capital Partners
Pennsylvania
$242K +$242K +2,928 New
B
1486
Bridgeworth
Alabama
$240K -$124K -1,499 -34%
PCIA
1487
Prime Capital Investment Advisors
Kansas
$240K -$746 -9 -0.3%
SIM
1488
Spark Investment Management
New York
$240K – – –
FWM
1489
Focused Wealth Management
New York
$240K +$2.4K +29 +1%
YWP
1490
YorkBridge Wealth Partners
New York
$240K +$240K +2,900 New
SAM
1491
SignalPoint Asset Management
Missouri
$239K -$14.9K -180 -6%
SWM
1492
Sanctuary Wealth Management
Idaho
$239K – – –
MG
1493
Mather Group
Illinois
$238K -$28.4K -343 -11%
GIA
1494
GHP Investment Advisors
Colorado
$238K -$7.96K -96 -3%
MSFS
1495
Main Street Financial Solutions
Pennsylvania
$238K +$238K +2,875 New
IFWM
1496
Institute for Wealth Management
Colorado
$237K -$78.1K -945 -25%
CHAM
1497
Clear Harbor Asset Management
Connecticut
$237K – – –
TFS
1498
TrustCore Financial Services
Tennessee
$237K – – –
B
1499
Bailard
California
$237K +$9.95K +120 +4%
VC
1500
Vestor Capital
Illinois
$237K +$12.2K +147 +5%
58 59
60
61 62