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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 %
TIM
1576
Tortoise Investment Management
New York
$40K -$7.02K -100 -15%
CIAS
1577
CBIZ Investment Advisory Services
Ohio
$40K -$41K – –
PWMG
1578
Prestige Wealth Management Group
New Jersey
$39K -$22.5K -319 -37%
MME
1579
Meag Munich Ergo
Germany
$39K – – –
CYG
1580
Clean Yield Group
Vermont
$39K – – –
PK
1581
Pflug Koory
Nebraska
$38K – – –
Credit Agricole
1582
Credit Agricole
France
$37K +$8.92K +127 +32%
CFN
1583
Cordasco Financial Network
Florida
$36K +$488 +7 +1%
KFS
1584
Kelly Financial Services
Massachusetts
$35.7K – – –
PR
1585
Payden & Rygel
California
$35K -$2.37M -33,900 -99%
NCM
1586
New Capital Management
Texas
$35K – – –
LWM
1587
Lenox Wealth Management
Ohio
$33K -$425 -6 -1%
GEA
1588
Glen Eagle Advisors
New Jersey
$31K +$701 +10 +2%
BCA
1589
Bray Capital Advisors
Florida
$28K – – –
EIM
1590
Essex Investment Management
Massachusetts
$28K – – –
RAM
1591
Riggs Asset Management
Pennsylvania
$28K – – –
NL
1592
NVWM LLC
Pennsylvania
$28K – – –
MA
1593
MCF Advisors
Kentucky
$28K +$1.28K +18 +5%
HFA
1594
HC Financial Advisors
California
$27K – – –
MWP
1595
Meridian Wealth Partners
Pennsylvania
$26K -$1.74K -25 -6%
FP
1596
Financial Perspectives
Minnesota
$25.9K -$4.56K -65 -15%
CFD
1597
Creative Financial Designs
Indiana
$23K -$23.4K -328 -50%
PO
1598
Private Ocean
California
$23K – – –
ME
1599
McIlrath & Eck
Washington
$23K – – –
PA
1600
Perennial Advisors
New York
$23K +$23K +322 New
62 63
64
65 66