PM icon

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 %
Simplex Trading
1551
Simplex Trading
Illinois
$259K -$6.33K -64 -2%
IFWM
1552
Institute for Wealth Management
Colorado
$259K – – –
MRCM
1553
M&R Capital Management
New Jersey
$258K – – –
FFM
1554
Fullerton Fund Management
Singapore
$258K +$59.1K +595 +30%
ICP
1555
Interchange Capital Partners
Pennsylvania
$257K -$198K -1,999 -44%
WCM
1556
Windsor Capital Management
Arizona
$257K – – –
HWMA
1557
Heritage Wealth Management (Arizona)
Arizona
$257K +$257K +2,598 New
LC
1558
Lavaca Capital
Texas
$256K – – –
OC
1559
Oarsman Capital
Wisconsin
$256K +$15.7K +158 +7%
JWM
1560
Janiczek Wealth Management
Colorado
$255K -$10.2K -103 -4%
WMA
1561
Wealth Management Associates
New Jersey
$254K -$14.7K -148 -5%
TCM
1562
Teza Capital Management
Illinois
$254K -$2.39M -24,104 -90%
ASC
1563
Atalanta Sosnoff Capital
New York
$254K – – –
HI
1564
Hudock Inc
Pennsylvania
$254K +$1.09K +11 +0.4%
JLBC
1565
J.L. Bainbridge & Co
Florida
$253K -$28.4K -287 -10%
AW
1566
ACG Wealth
Georgia
$253K +$993 +10 +0.4%
BWP
1567
Bernardo Wealth Planning
Pennsylvania
$252K -$22.9K -232 -8%
TA
1568
TruWealth Advisors
Louisiana
$252K -$20.7K -209 -8%
W
1569
WealthOne
New York
$251K -$28.5K -288 -10%
SWP
1570
ShoreHaven Wealth Partners
New Jersey
$250K – – –
FFS
1571
Founders Financial Securities
Maryland
$250K +$198 +2 +0.1%
RW
1572
Rede Wealth
Virginia
$249K – – –
GSWM
1573
Golden State Wealth Management
California
$249K +$198 +2 +0.1%
EWG
1574
Executive Wealth Group
Washington
$248K +$3.27K +33 +1%
Members Trust
1575
Members Trust
Florida
$248K -$51K -516 -17%
61 62
63
64 65