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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 %
PVH
1601
Psagot Value Holdings
Israel
$21K -$119K -1,695 -85%
FPFS
1602
First Personal Financial Services
North Carolina
$21K – – –
SC
1603
Sawyer & Company
Massachusetts
$21K – – –
CA
1604
Crewe Advisors
Utah
$21K – – –
ECM
1605
EII Capital Management
New York
$21K – – –
MWC
1606
MBM Wealth Consultants
Missouri
$20K – – –
LFG
1607
Larson Financial Group
Missouri
$19K +$19K +268 New
OAJ
1608
Ogorek Anthony Joseph
New York
$16K – – –
CCA
1609
Column Capital Advisors
Indiana
$15K -$137 -2 -0.9%
CMBA
1610
C.M. Bidwell & Associates
Hawaii
$15K – – –
FRA
1611
Front Row Advisors
California
$14K – – –
SWM
1612
Selective Wealth Management
Virginia
$14K – – –
JPLA
1613
Joseph P. Lucia & Associates
New York
$14K – – –
EWA
1614
Evolution Wealth Advisors
Florida
$13K +$6.57K +91 +102%
EI
1615
Ellevest Inc
New York
$12K +$1.41K +20 +13%
NC
1616
NewSquare Capital
Pennsylvania
$10K -$20.1K -273 -67%
PCTC
1617
Perkins Coie Trust Company
Washington
$10K -$811 -12 -8%
GG
1618
Gleason Group
Kentucky
$9K -$36.6K -520 -80%
CDIA
1619
Capital Directions Investment Advisors
Georgia
$9K -$12.5K -173 -58%
JSC
1620
Jackson Square Capital
California
$9K -$9K -130 -50%
SQA
1621
Simon Quick Advisors
New Jersey
$8K -$5.22K -75 -39%
TC
1622
Trust Company
Kansas
$8K – – –
RWG
1623
Regal Wealth Group
California
$8K – – –
MAWCM
1624
Mine & Arao Wealth Creation & Management
California
$8K – – –
WLPWM
1625
Walled Lake Planning & Wealth Management
Illinois
$8K +$75 +1 +0.9%
63 64
65
66 67