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Philip Morris
PM

Overview Fund Activity

1,842 hedge funds and large institutions have $110B invested in Philip Morris in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 696 increasing their positions, 694 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
-9
Holders Change %
-0.49%
% of All Funds
32.35%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.79%
New
121
Increased
696
Reduced
694
Closed
104
Calls
$716M
Puts
$787M
Net Calls
-$71.6M
Net Calls Change
-$24.9M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$348M
2
GQG Partners
GQG Partners
Florida
+$236M
3
Capital World Investors
Capital World Investors
California
+$204M
4
N
Natixis
France
+$185M
5
Two Sigma Investments
Two Sigma Investments
New York
+$174M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$485M
2
TAM
Troy Asset Management
United Kingdom
-$381M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$190M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$136M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
1476
Edge Capital Group
Georgia
$276K -$9.66K -102 -3%
TF
1477
Tompkins Financial
New York
$276K +$276K +2,912 New
TCM
1478
Towercrest Capital Management
Pennsylvania
$275K – – –
DA
1479
Detalus Advisors
Missouri
$275K +$9.68K +102 +4%
PSF
1480
Pacific Sun Financial
California
$275K +$275K +2,900 New
FIM
1481
Freedom Investment Management
Connecticut
$274K -$308K -3,244 -53%
SAMT
1482
Select Asset Management & Trust
Pennsylvania
$274K -$7.59K -80 -3%
SSWG
1483
Seven Springs Wealth Group
Tennessee
$274K – – –
PIFP
1484
Partners in Financial Planning
Virginia
$274K – – –
YIA
1485
YHB Investment Advisors
Connecticut
$273K – – –
TFS
1486
TrustCore Financial Services
Tennessee
$272K -$7.78K -82 -3%
VC
1487
Vestor Capital
Illinois
$272K – – –
PIA
1488
Powell Investment Advisors
Florida
$271K – – –
SFG
1489
Sowa Financial Group
Rhode Island
$271K +$9.12K +96 +3%
AIM
1490
Achmea Investment Management
Netherlands
$271K +$271K +2,857 New
SEP
1491
Southland Equity Partners
Missouri
$268K +$8.25K +87 +3%
SWA
1492
SFMG Wealth Advisors
Texas
$268K -$65.7K -692 -20%
APC
1493
Aspire Private Capital
North Carolina
$267K -$22.9K -242 -8%
BOPW
1494
Brandywine Oak Private Wealth
Pennsylvania
$267K – – –
LWP
1495
Legacy Wealth Planning
Nevada
$267K – – –
MCM
1496
Marathon Capital Management
Maryland
$265K – – –
NICM
1497
Neo Ivy Capital Management
New York
$265K +$265K +3,777 New
OAM
1498
Occidental Asset Management
California
$264K – – –
WAM
1499
Wakefield Asset Management
Colorado
$263K -$6.64K -70 -2%
DE
1500
Day & Ennis
Georgia
$263K +$664 +7 +0.3%
58 59
60
61 62