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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 %
BWA
1676
BDO Wealth Advisors
Florida
$163K -$21.3K -215 -12%
RFA
1677
Reilly Financial Advisors
California
$162K -$48.3K -486 -23%
WP
1678
Waycross Partners
Kentucky
$160K – – –
MIM
1679
Meridiem Investment Management
United Kingdom
$159K – – –
POIA
1680
Pin Oak Investment Advisors
Texas
$156K +$9.93K +100 +7%
GWMIA
1681
Global Wealth Management Investment Advisory
Florida
$155K – – –
MA
1682
MCF Advisors
Kentucky
$155K +$102K +1,027 +191%
HCM
1683
Highlander Capital Management
New Jersey
$154K – – –
PCFFS
1684
Pacific Center for Financial Services
California
$154K – – –
LAM
1685
Lountzis Asset Management
Pennsylvania
$152K – – –
SN
1686
Sittner & Nelson
Oregon
$151K +$297 +3 +0.2%
FCA
1687
FinTrust Capital Advisors
South Carolina
$151K +$14.6K +148 +11%
MIFH
1688
Migdal Insurance & Financial Holdings
Israel
$146K +$21.6K +218 +17%
CFFP
1689
Center for Financial Planning
Michigan
$143K -$32.2K -325 -18%
ATC
1690
Adirondack Trust Company
New York
$143K – – –
FFC
1691
First Financial Corp
Indiana
$142K -$9.94K -100 -7%
TCM
1692
Tradewinds Capital Management
Washington
$140K +$791 +8 +0.6%
RBC
1693
Roble Belko & Company
Pennsylvania
$139K – – –
FCM
1694
Firestone Capital Management
Florida
$137K – – –
AA
1695
Addison Advisors
Vermont
$135K +$135K +1,366 New
JEST
1696
JTC Employer Solutions Trustee
Jersey
$134K +$134K +1,348 New
SB
1697
Strategic Blueprint
Georgia
$133K +$133K +1,339 New
MFA
1698
McClarren Financial Advisors
Pennsylvania
$132K -$99 -1 -0.1%
AI
1699
AdvisorShares Investments
Maryland
$129K – – –
TFO
1700
Tarbox Family Office
California
$126K +$4.86K +49 +4%
66 67
68
69 70