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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 %
CI
1601
CX Institutional
Indiana
$168K +$24.3K +294 +17%
SFO
1602
Standard Family Office
South Dakota
$168K +$168K +2,034 New
LWANC
1603
Laurel Wealth Advisors (North Carolina)
North Carolina
$164K – – –
TWM
1604
Tradition Wealth Management
Minnesota
$164K +$164K +1,980 New
RFA
1605
Reilly Financial Advisors
California
$162K +$83 +1 +0.1%
FPCG
1606
Fort Pitt Capital Group
Pennsylvania
$160K +$160K +1,936 New
FMII
1607
Farmers & Merchants Investments Inc
Nebraska
$158K – – –
LS
1608
Leelyn Smith
Illinois
$149K -$20.4K -246 -12%
PCFFS
1609
Pacific Center for Financial Services
California
$149K +$21K +255 +16%
BCP
1610
Blue Chip Partners
Michigan
$143K -$40.2K -487 -22%
CL
1611
COWA LLC
Oklahoma
$143K +$143K +1,752 New
BWA
1612
BDO Wealth Advisors
Florida
$142K +$248 +3 +0.2%
SSWG
1613
Seven Springs Wealth Group
Tennessee
$142K +$1.32K +16 +0.9%
BHWM
1614
Bay Harbor Wealth Management
Maryland
$140K -$115K -1,389 -45%
GAM
1615
Gemmer Asset Management
California
$140K -$7.1K -86 -5%
BCA
1616
Berman Capital Advisors
Georgia
$137K -$126K -1,542 -48%
SIS
1617
Sound Income Strategies
Florida
$134K +$11.1K +134 +9%
WP
1618
Waycross Partners
Kentucky
$134K +$134K +1,619 New
VCM
1619
Versant Capital Management
Arizona
$131K -$28.4K -343 -18%
GWMIA
1620
Global Wealth Management Investment Advisory
Florida
$131K – – –
HCM
1621
Highlander Capital Management
New Jersey
$129K -$21.6K -260 -14%
FFC
1622
First Financial Corp
Indiana
$129K – – –
LAM
1623
Lountzis Asset Management
Pennsylvania
$126K – – –
SN
1624
Sittner & Nelson
Oregon
$126K +$126K +1,521 New
BWA
1625
Burt Wealth Advisors
Maryland
$125K – – –
63 64
65
66 67