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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 %
SFSIG
1551
San Francisco Sentry Investment Group
California
$213K -$2.39K -29 -1%
ASC
1552
Atalanta Sosnoff Capital
New York
$212K -$21M -253,893 -99%
LC
1553
Lindbrook Capital
California
$212K +$22.2K +269 +12%
SFA
1554
Stewardship Financial Advisors
Georgia
$211K +$211K +2,545 New
KCM
1555
Kornitzer Capital Management
Kansas
$211K +$211K +2,547 New
HIP
1556
HUB Investment Partners
Texas
$211K +$211K +2,818 New
HI
1557
Hudock Inc
Pennsylvania
$210K +$1.07K +13 +0.5%
JWM
1558
Janiczek Wealth Management
Colorado
$210K +$2.89K +35 +1%
PHAM
1559
Palisades Hudson Asset Management
Florida
$210K +$210K +2,531 New
CPA
1560
Clear Perspective Advisors
Illinois
$209K -$13.6K -164 -6%
PCP
1561
Proficio Capital Partners
Massachusetts
$209K +$209K +2,521 New
PTB
1562
Pioneer Trust Bank
Oregon
$209K +$209K +2,528 New
AI
1563
AdvisorShares Investments
Maryland
$208K -$14.9K -180 -7%
TF
1564
Trek Financial
Arizona
$208K +$208K +2,508 New
AWA
1565
ARS Wealth Advisors
Florida
$208K +$208K +2,509 New
RW
1566
Rede Wealth
Virginia
$208K +$208K +2,513 New
GCP
1567
GSA Capital Partners
United Kingdom
$207K -$308K -3,721 -60%
RB
1568
Rodgers Brothers
Pennsylvania
$207K -$147K -1,774 -42%
GFS
1569
GYL Financial Synergies
Connecticut
$207K +$207K +2,495 New
GWM
1570
GSB Wealth Management
Connecticut
$207K +$207K +2,500 New
IWS
1571
Insight Wealth Strategies
California
$206K -$22.9K -276 -10%
MFT
1572
Moisand Fitzgerald Tamayo
Florida
$206K – – –
LA
1573
Legacy Advisors
Pennsylvania
$206K +$206K +2,485 New
SWP
1574
ShoreHaven Wealth Partners
New Jersey
$206K +$206K +2,492 New
SIC
1575
Shoker Investment Counsel
Ohio
$206K +$206K +2,500 New
61 62
63
64 65