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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 %
LFA
1501
Legacy Financial Advisors
Kentucky
$237K +$13.1K +159 +6%
EWM
1502
Elite Wealth Management
Washington
$235K +$3.47K +42 +2%
9WM
1503
9258 Wealth Management
Ohio
$234K -$29.7K -359 -11%
DA
1504
Detalus Advisors
Missouri
$234K +$7.69K +93 +3%
MLFP
1505
MPS Loria Financial Planners
Illinois
$233K +$3.18K +39 +1%
GG
1506
Greenwood Gearhart
Arkansas
$232K +$232K +2,800 New
FNB
1507
Farmers National Bank
Kentucky
$231K +$231K +2,790 New
MCM
1508
Marathon Capital Management
Maryland
$230K – – –
GP
1509
Greenline Partners
New York
$230K +$1.16K +14 +0.5%
NG
1510
NatWest Group
United Kingdom
$228K -$427K -5,163 -65%
FNBOO
1511
First National Bank of Omaha
Nebraska
$228K -$110K -1,330 -33%
EWA
1512
ERTS Wealth Advisors
Michigan
$228K -$14.9K -180 -6%
WA
1513
WealthTrust Axiom
Pennsylvania
$227K – – –
LWP
1514
Legacy Wealth Planning
Nevada
$227K +$4.14K +50 +2%
BWM
1515
Bulltick Wealth Management
Florida
$227K +$227K +2,700 New
ECM
1516
Evergreen Capital Management
Washington
$226K -$106K -1,280 -32%
RIM
1517
Rockbridge Investment Management
New York
$226K -$1.57K -19 -0.7%
GGI
1518
Godsey & Gibb Inc
Virginia
$226K +$226K +2,731 New
SWMG
1519
Strategic Wealth Management Group
Maryland
$225K -$15.8K -191 -7%
BCM
1520
Bienville Capital Management
New York
$225K – – –
FMW
1521
Farr Miller & Washington
District of Columbia
$225K – – –
WMA
1522
Wealth Management Associates
New Jersey
$224K – – –
HWMG
1523
Hurlow Wealth Management Group
Indiana
$224K – – –
DE
1524
Day & Ennis
Georgia
$224K +$663 +8 +0.3%
CIP
1525
Convergence Investment Partners
Florida
$224K +$224K +2,704 New
59 60
61
62 63