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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 %
FBB
1601
Fulton Breakefield Broenniman
Maryland
$233K – – –
AL
1602
ACAS LLC
California
$232K -$1.49K -15 -0.6%
JGIA
1603
Jackson Grant Investment Advisers
Connecticut
$231K +$1.09K +11 +0.5%
OWA
1604
One Wealth Advisors
California
$231K +$231K +2,329 New
EBSAM
1605
Eubel Brady & Suttman Asset Management
Ohio
$230K -$230K -2,590 -50%
MLFP
1606
MPS Loria Financial Planners
Illinois
$230K -$57.1K -575 -20%
APA
1607
Allegiant Private Advisors
Florida
$230K -$10.9K -110 -5%
FCFC
1608
First Citizens Financial Corp
Iowa
$230K – – –
BFG
1609
Berger Financial Group
Minnesota
$230K +$99 +1 +0%
PGWM
1610
Parisi Gray Wealth Management
New Jersey
$229K +$397 +4 +0.2%
LCM
1611
LCM Capital Management
Illinois
$229K +$1.98K +20 +0.9%
BAM
1612
Bellevue Asset Management
Washington
$227K -$103K -1,036 -31%
OPOWM
1613
One Plus One Wealth Management
Florida
$227K – – –
SA
1614
Strategic Advisors
New York
$226K – – –
BA
1615
Ballast Advisors
Minnesota
$226K – – –
EIA
1616
Edgemoor Investment Advisors
Maryland
$224K – – –
WOSD
1617
WFA of San Diego
California
$224K – – –
HWMG
1618
Hurlow Wealth Management Group
Indiana
$223K -$3.57K -36 -2%
CRC
1619
Curi RMB Capital
Illinois
$223K – – –
IA
1620
Insight Advisors
Pennsylvania
$223K +$1.1K +11 +0.5%
AWA
1621
ARS Wealth Advisors
Florida
$222K -$26.4K -267 -11%
TFA
1622
Tranquilli Financial Advisor
New Jersey
$222K -$2.78K -28 -1%
AWM
1623
AllSquare Wealth Management
New York
$222K – – –
PAS
1624
Professional Advisory Services
Florida
$222K +$222K +2,235 New
TWM
1625
Tradition Wealth Management
Minnesota
$219K +$17.7K +179 +9%
63 64
65
66 67