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Philip Morris
PM

Overview Fund Activity

1,851 hedge funds and large institutions have $115B invested in Philip Morris in 2021 Q2 according to their latest regulatory filings, with 124 funds opening new positions, 718 increasing their positions, 681 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,851
Holders Change
+22
Holders Change %
+1.2%
% of All Funds
32.31%
Holding in Top 10
52
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+23.81%
% of All Funds
0.91%
New
124
Increased
718
Reduced
681
Closed
79
Calls
$563M
Puts
$609M
Net Calls
-$46.7M
Net Calls Change
+$15.4M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.08B
2
Capital International Investors
Capital International Investors
California
+$457M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$255M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$189M
5
Macquarie Group
Macquarie Group
Australia
+$147M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$658M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$397M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$327M
4
Renaissance Technologies
Renaissance Technologies
New York
-$218M
5
Fidelity International
Fidelity International
Bermuda
-$200M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1526
WealthTrust Axiom
Pennsylvania
$272K – – –
RIM
1527
Rockbridge Investment Management
New York
$272K +$20.9K +211 +8%
FPCG
1528
Fort Pitt Capital Group
Pennsylvania
$271K +$271K +2,739 New
PA
1529
PFG Advisors
Arizona
$270K +$6.45K +65 +2%
BCM
1530
Bienville Capital Management
New York
$269K – – –
CWM
1531
Campbell Wealth Management
Virginia
$268K +$990 +10 +0.4%
FMTCOCP
1532
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$267K – – –
AMCA
1533
Arthur M. Cohen & Associates
Illinois
$266K – – –
LC
1534
Lincoln Capital
Nebraska
$266K – – –
AA
1535
ACT Advisors
North Carolina
$266K – – –
MFGM
1536
Marshall Financial Group (Maryland)
Maryland
$266K +$21.8K +220 +9%
TP
1537
Tranquility Partners
Tennessee
$265K -$1.19K -12 -0.4%
FPIS
1538
Financial Planning & Information Services
Wisconsin
$264K – – –
JAG
1539
Journey Advisory Group
Kentucky
$264K – – –
DHFB
1540
Dixon Hubard Feinour & Brown
Virginia
$263K -$635K -6,405 -71%
SHGA
1541
Sand Hill Global Advisors
California
$263K -$64.3K -648 -20%
CHAM
1542
Clear Harbor Asset Management
Connecticut
$263K -$9.92K -100 -4%
RCG
1543
Rock Creek Group
District of Columbia
$262K +$81K +816 +45%
CPA
1544
Clear Perspective Advisors
Illinois
$261K -$49.4K -498 -16%
RWA
1545
Redhawk Wealth Advisors
Minnesota
$261K +$261K +2,633 New
ACG
1546
Allen Capital Group
Nebraska
$260K -$160K -1,614 -38%
BCM
1547
Birmingham Capital Management
Alabama
$260K – – –
CAC
1548
Certified Advisory Corp
Florida
$260K +$16.1K +162 +7%
JWA
1549
JFS Wealth Advisors
Pennsylvania
$260K +$55.5K +560 +27%
AHC
1550
Adell Harriman & Carpenter
Texas
$259K +$259K +2,614 New
60 61
62
63 64