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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 %
SWA
1676
SOA Wealth Advisors
New York
$72K +$72K +846 New
AWM
1677
Accel Wealth Management
Iowa
$70K +$70K +847 New
EW
1678
Evoke Wealth
California
$68K -$167 -2 -0.2%
CWM
1679
Cranbrook Wealth Management
Michigan
$68K +$411 +5 +0.6%
SFPG
1680
Stonebridge Financial Planning Group
Florida
$66K – – –
HDIM
1681
Hanson & Doremus Investment Management
Vermont
$65K – – –
CA
1682
Centerpoint Advisors
Massachusetts
$65K – – –
CTB
1683
Country Trust Bank
Illinois
$65K – – –
SMG
1684
Spectrum Management Group
Indiana
$64K -$33.2K -400 -34%
TC
1685
Tacita Capital
Ontario, Canada
$64K +$64K +775 New
JIR
1686
James Investment Research
Ohio
$62K -$191K -2,312 -76%
EARNEST Partners
1687
EARNEST Partners
Georgia
$61K – – –
WPA
1688
West Paces Advisors
Georgia
$59.4K -$1.82K -22 -3%
EA
1689
Elm Advisors
California
$59K +$59K +713 New
OIA
1690
Optimum Investment Advisors
Illinois
$58K – – –
OIM
1691
Oder Investment Management
California
$57K +$57K +688 New
BSSFA
1692
Baron Silver Stevens Financial Advisors
Florida
$57K +$57K +693 New
SL
1693
Savior LLC
Massachusetts
$56K – – –
MWP
1694
Meridian Wealth Partners
Pennsylvania
$56K +$26.3K +313 +88%
ONST
1695
Old North State Trust
North Carolina
$55K -$28.2K -341 -34%
HIM
1696
Hillsdale Investment Management
Ontario, Canada
$55K – – –
TCCM
1697
Timber Creek Capital Management
Massachusetts
$53K – – –
SIAG
1698
Signet Investment Advisory Group
Rhode Island
$52K +$52K +625 New
TCM
1699
TD Capital Management
Tennessee
$50K – – –
LIA
1700
Luken Investment Analytics
Tennessee
$50K +$50K +600 New
66 67
68
69 70