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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 %
WA
1576
Wealth Advisors
California
$205K -$64.6K -782 -24%
OC
1577
Oarsman Capital
Wisconsin
$205K -$35.3K -425 -15%
CT
1578
Cambridge Trust
Massachusetts
$205K +$205K +2,472 New
TA
1579
TruWealth Advisors
Louisiana
$205K +$205K +2,472 New
AMG
1580
Advisors Management Group
Wisconsin
$205K +$205K +2,475 New
BFA
1581
Bragg Financial Advisors
North Carolina
$203K -$46K -556 -18%
WTFG
1582
Wells Trecaso Financial Group
Ohio
$202K -$57.4K -692 -22%
TFGT
1583
TS Financial Group (TSFG)
Illinois
$202K +$83 +1 +0%
CWC
1584
Carolinas Wealth Consulting
North Carolina
$202K +$588 +7 +0.3%
EWG
1585
Executive Wealth Group
Washington
$202K +$202K +2,437 New
TIM
1586
Thompson Investment Management
Wisconsin
$201K +$201K +2,424 New
NFG
1587
Nadler Financial Group
Illinois
$201K +$201K +2,427 New
S
1588
SimplyRich
California
$201K +$201K +2,431 New
SWM
1589
Sugarloaf Wealth Management
Georgia
$194K -$85.5K -1,033 -31%
Cohen & Steers
1590
Cohen & Steers
New York
$193K – – –
SFG
1591
Sowa Financial Group
Rhode Island
$192K +$83 +1 +0%
FCFS
1592
First Command Financial Services
Texas
$191K – – –
FCB
1593
First Command Bank
Texas
$191K – – –
JGIA
1594
Jackson Grant Investment Advisers
Connecticut
$191K +$993 +12 +0.5%
AWM
1595
AllSquare Wealth Management
New York
$186K – – –
LFASL
1596
Lugano Financial Advisors SA (LFA)
Switzerland
$182K – – –
VCG
1597
Vantage Consulting Group
Virginia
$180K +$180K +2,173 New
RA
1598
Reby Advisors
Connecticut
$177K +$177K +2,138 New
LWM
1599
Liberty Wealth Management
California
$174K +$71.9K +910 +70%
JWA
1600
JFS Wealth Advisors
Pennsylvania
$168K – – –
62 63
64
65 66