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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 %
LWANC
1501
Laurel Wealth Advisors (North Carolina)
North Carolina
$142K – – –
VCM
1502
Versant Capital Management
Arizona
$135K -$628 -9 -0.5%
PCFFS
1503
Pacific Center for Financial Services
California
$135K – – –
LS
1504
Leelyn Smith
Illinois
$134K – – –
BL
1505
Balentine LLC
Georgia
$132K -$13.7K -196 -9%
C
1506
Cerebellum
California
$128K +$128K +1,209 New
BWA
1507
BDO Wealth Advisors
Florida
$127K -$23.3K -333 -16%
HCM
1508
Highlander Capital Management
New Jersey
$127K – – –
GAM
1509
Gemmer Asset Management
California
$125K -$10.5K -150 -8%
WFMPM
1510
Woodley Farra Manion Portfolio Management
Indiana
$121K – – –
SSWG
1511
Seven Springs Wealth Group
Tennessee
$119K – – –
TFO
1512
Tarbox Family Office
California
$118K -$244K -3,494 -67%
AWM
1513
Atticus Wealth Management
Florida
$117K -$15.1K -215 -11%
MIFH
1514
Migdal Insurance & Financial Holdings
Israel
$117K -$701 -10 -0.6%
ATC
1515
Adirondack Trust Company
New York
$117K – – –
CAL
1516
Capital Analysts LLC
Pennsylvania
$117K +$24.8K +354 +27%
FFC
1517
First Financial Corp
Indiana
$116K – – –
BWL
1518
Bogart Wealth LLC
Virginia
$112K – – –
AIC
1519
Archer Investment Corporation
Indiana
$110K – – –
SIAS
1520
Shine Investment Advisory Services
Colorado
$108K -$27.8K -395 -20%
PCM
1521
Prelude Capital Management
New York
$108K +$108K +1,543 New
BWA
1522
Burt Wealth Advisors
Maryland
$107K +$772 +11 +0.7%
PG
1523
Proffitt & Goodson
Tennessee
$107K +$13.2K +189 +14%
LAM
1524
Lountzis Asset Management
Pennsylvania
$107K +$107K +1,522 New
FCA
1525
FinTrust Capital Advisors
South Carolina
$105K -$31.7K -453 -23%
59 60
61
62 63