PM icon

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 %
JAG
1526
Journey Advisory Group
Kentucky
$224K +$224K +2,709 New
SA
1527
Strategic Advisors
New York
$223K -$43.3K -523 -16%
FCFC
1528
First Citizens Financial Corp
Iowa
$223K -$32.9K -398 -13%
CWM
1529
Campbell Wealth Management
Virginia
$223K – – –
AA
1530
ACT Advisors
North Carolina
$223K +$223K +2,695 New
AMCA
1531
Arthur M. Cohen & Associates
Illinois
$222K -$39.8K -480 -15%
SFG
1532
SNS Financial Group
Minnesota
$222K -$1.24K -15 -0.6%
LC
1533
Lincoln Capital
Nebraska
$222K – – –
TP
1534
Tranquility Partners
Tennessee
$222K – – –
AA
1535
AQR Arbitrage
Connecticut
$222K +$222K +2,719 New
MIH
1536
Meitav Investment House
Israel
$221K -$122K -1,498 -36%
W
1537
WealthStone
Ohio
$221K -$33.3K -402 -13%
FPIS
1538
Financial Planning & Information Services
Wisconsin
$221K +$221K +2,666 New
AW
1539
ACG Wealth
Georgia
$218K +$218K +2,628 New
SFI
1540
SPC Financial Inc
Maryland
$218K +$218K +2,631 New
BPCE
1541
Bank Pictet & Cie (Europe)
Germany
$217K -$671K -8,126 -76%
BCM
1542
Birmingham Capital Management
Alabama
$217K +$217K +2,625 New
NL
1543
NWAM LLC
Washington
$216K +$216K +2,613 New
RIG
1544
RiverFront Investment Group
Virginia
$215K +$215K +2,593 New
EIA
1545
Eastover Investment Advisors
North Carolina
$215K +$215K +2,600 New
CCM
1546
Cohen Capital Management
California
$215K +$215K +2,600 New
LC
1547
Lavaca Capital
Texas
$214K -$398K -4,810 -65%
WCM
1548
Windsor Capital Management
Arizona
$214K +$214K +2,595 New
SEP
1549
Southland Equity Partners
Missouri
$214K +$214K +2,580 New
WAM
1550
Weatherly Asset Management
California
$213K -$108K -1,298 -34%
60 61
62
63 64