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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 %
SIS
1526
Sound Income Strategies
Florida
$104K +$47.4K +678 +84%
POIA
1527
Pin Oak Investment Advisors
Texas
$103K -$3.85K -55 -4%
IRC
1528
Investors Research Corp
Georgia
$103K – – –
RBC
1529
Roble Belko & Company
Pennsylvania
$101K – – –
CPA
1530
Cowen Prime Advisors
New York
$99K – – –
TCM
1531
Tradewinds Capital Management
Washington
$99K – – –
BWM
1532
Baystate Wealth Management
Massachusetts
$99K +$25K +357 +34%
FCM
1533
Firestone Capital Management
Florida
$97K – – –
PCIA
1534
Prime Capital Investment Advisors
Kansas
$97K +$7.84K +112 +9%
BWM
1535
BerganKDV Wealth Management
Minnesota
$96K -$3.44K -49 -3%
ED
1536
Exane Derivatives
France
$90.9K -$1.43M -20,348 -94%
AWM
1537
Apollon Wealth Management
South Carolina
$88K +$88K +1,255 New
PCM
1538
Penserra Capital Management
California
$82K +$901 +13 +1%
MHR
1539
Matthew Hamilton Rosenberg
$82K +$14.4K +206 +21%
SMG
1540
Spectrum Management Group
Indiana
$82K +$39.9K +570 +95%
LWM
1541
Liberty Wealth Management
California
$78K -$8.59K -121 -10%
TC
1542
Truvestments Capital
Florida
$78K – – –
PP
1543
PrairieView Partners
Minnesota
$76K – – –
MCM
1544
MV Capital Management
Maryland
$76K +$43.7K +625 +135%
NSB
1545
Norway Savings Bank
Maine
$74K -$14.1K -200 -16%
CAGAS
1546
Capital Advisory Group Advisory Services
Minnesota
$74K +$140 +2 +0.2%
AAP
1547
Arax Advisory Partners
Colorado
$72K +$11.4K +163 +19%
HWA
1548
HHM Wealth Advisors
Tennessee
$69K – – –
ADL
1549
Asset Dedication LLC
California
$69K +$12.8K +182 +23%
VRM
1550
Vectors Research Management
New York
$67K – – –
60 61
62
63 64