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Philip Morris
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Overview Fund Activity

1,673 hedge funds and large institutions have $86.7B invested in Philip Morris in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 572 increasing their positions, 720 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+17
Holders Change %
+1.03%
% of All Funds
33.85%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
122
Increased
572
Reduced
720
Closed
91
Calls
$437M
Puts
$490M
Net Calls
-$53.4M
Net Calls Change
+$40.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$759M
2
Capital International Investors
Capital International Investors
California
+$687M
3
Barclays
Barclays
United Kingdom
+$250M
4
Citadel Advisors
Citadel Advisors
Florida
+$243M
5
IFP
Independent Franchise Partners
United Kingdom
+$131M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$207M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$189M
3
BlackRock
BlackRock
New York
-$181M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$149M
5
Invesco
Invesco
Georgia
-$147M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
1701
Squar Milner Financial Services
California
– -$506K -7,220 Closed
PBCM
1702
Point Break Capital Management
Florida
– -$490K -7,000 Closed
HF
1703
HRT Financial
New York
– -$480K -6,864 Closed
RMA
1704
Roffman Miller Associates
Pennsylvania
– -$436K -6,226 Closed
LOPW
1705
Live Oak Private Wealth
North Carolina
– -$402K -5,735 Closed
BWM
1706
BCS Wealth Management
Tennessee
– -$369K -5,266 Closed
WOSD
1707
WFA of San Diego
California
– -$461K -5,260 Closed
MCA
1708
Mercer Capital Advisers
New Jersey
– -$364K -5,200 Closed
1WA
1709
180 Wealth Advisors
Washington
– -$349K -4,645 Closed
TI
1710
Tidal Investments
Wisconsin
– -$293K -4,179 Closed
ACI
1711
Alpha Cubed Investments
California
– -$290K -4,137 Closed
Rafferty Asset Management
1712
Rafferty Asset Management
New York
– -$289K -4,119 Closed
FPCG
1713
Fort Pitt Capital Group
Pennsylvania
– -$283K -4,039 Closed
ER
1714
Enlightenment Research
Florida
– -$273K -3,900 Closed
DIM
1715
DC Investments Management
Virginia
– -$266K -3,800 Closed
NICM
1716
Neo Ivy Capital Management
New York
– -$265K -3,777 Closed
WAM
1717
Winslow Asset Management
Ohio
– -$264K -3,771 Closed
VWA
1718
V Wealth Advisors
Kansas
– -$258K -3,691 Closed
BRWM
1719
B. Riley Wealth Management
Tennessee
– -$253K -3,609 Closed
STA
1720
Summit Trail Advisors
New York
– -$255K -3,579 Closed
TCM
1721
Teza Capital Management
Illinois
– -$249K -3,558 Closed
NL
1722
NWAM LLC
Washington
– -$248K -3,545 Closed
PBT
1723
Pictet Bank & Trust
Bahamas
– -$245K -3,500 Closed
AC
1724
Athanor Capital
New York
– -$245K -3,498 Closed
PTC
1725
Petrus Trust Company
Texas
– -$240K -3,431 Closed
67 68
69
70 71