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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 %
RA
1651
Rational Advisors
New York
$98K +$96.4K +1,159 +6,100%
TFO
1652
Tarbox Family Office
California
$97K -$12.2K -148 -11%
MHR
1653
Matthew Hamilton Rosenberg
$97K – – –
RG
1654
Retirement Group
California
$96K – – –
APW
1655
Acima Private Wealth
Virginia
$93K – – –
PP
1656
PrairieView Partners
Minnesota
$90K – – –
AAP
1657
Arax Advisory Partners
Colorado
$89K -$10.6K -129 -11%
GWS
1658
Glassman Wealth Services
Virginia
$89K +$4.31K +52 +5%
CAGAS
1659
Capital Advisory Group Advisory Services
Minnesota
$88K +$166 +2 +0.2%
BWM
1660
BerganKDV Wealth Management
Minnesota
$86K -$333 -4 -0.4%
TC
1661
Truvestments Capital
Florida
$86K +$12.4K +151 +17%
BWM
1662
Baystate Wealth Management
Massachusetts
$85K -$28.3K -341 -25%
VRM
1663
Vectors Research Management
New York
$85K -$11.3K -137 -12%
SPWG
1664
Sage Private Wealth Group
Illinois
$85K +$85K +1,023 New
NICM
1665
Neo Ivy Capital Management
New York
$85K +$85K +1,025 New
SIAG
1666
Safeguard Investment Advisory Group
California
$84K +$84K +1,020 New
CPA
1667
Cowen Prime Advisors
New York
$83K – – –
RPWA
1668
Regent Peak Wealth Advisors
Georgia
$83K +$83K +1,005 New
HWA
1669
HHM Wealth Advisors
Tennessee
$81K – – –
BWL
1670
Bogart Wealth LLC
Virginia
$80K – – –
SIAP
1671
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$80K +$8.26K +100 +12%
AA
1672
AlphaMark Advisors
Kentucky
$79K – – –
AWG
1673
Altus Wealth Group
Colorado
$77K +$77K +931 New
CWM
1674
Curi Wealth Management
North Carolina
$77K +$77K +933 New
PCH
1675
PGIM Custom Harvest
New Jersey
$75K +$75K +916 New
65 66
67
68 69