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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 %
AWM
1626
Atticus Wealth Management
Florida
$124K – – –
D
1627
Diversified
Delaware
$123K +$123K +1,637 New
POIA
1628
Pin Oak Investment Advisors
Texas
$122K – – –
PS
1629
Planned Solutions
California
$121K +$24.8K +300 +26%
CFFP
1630
Center for Financial Planning
Michigan
$120K -$242K -2,910 -67%
FCA
1631
FinTrust Capital Advisors
South Carolina
$119K -$5.22K -63 -4%
CAL
1632
Capital Analysts LLC
Pennsylvania
$117K -$58.7K -708 -33%
TCM
1633
Tradewinds Capital Management
Washington
$117K – – –
RBC
1634
Roble Belko & Company
Pennsylvania
$116K -$3.31K -40 -3%
CWP
1635
Concord Wealth Partners
Virginia
$116K +$116K +1,403 New
ATC
1636
Adirondack Trust Company
New York
$115K -$1.59K -20 -1%
FCM
1637
Firestone Capital Management
Florida
$114K – – –
GLLW
1638
Graves Light Lenhart Wealth
Virginia
$114K +$114K +1,381 New
AIC
1639
Archer Investment Corporation
Indiana
$114K -$16.6K -200 -13%
ICM
1640
Islay Capital Management
Texas
$113K +$8.28K +100 +8%
FTDI
1641
First Trust Direct Indexing
Massachusetts
$113K +$113K +1,364 New
AA
1642
Addison Advisors
Vermont
$113K +$113K +1,366 New
IRC
1643
Investors Research Corp
Georgia
$112K -$10.1K -122 -8%
MC
1644
Maverick Capital
Texas
$111K -$22K -265 -17%
FWM
1645
ForthRight Wealth Management
Georgia
$111K +$111K +1,335 New
GWM
1646
Greenhouse Wealth Management
Connecticut
$111K +$111K +1,335 New
MFA
1647
McClarren Financial Advisors
Pennsylvania
$110K +$110K +1,333 New
PG
1648
Proffitt & Goodson
Tennessee
$103K -$14.5K -175 -12%
NSB
1649
Norway Savings Bank
Maine
$100K +$17.5K +212 +21%
MIFH
1650
Migdal Insurance & Financial Holdings
Israel
$99K -$9.05K -109 -8%
64 65
66
67 68