PM icon

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 %
CFN
1701
Cordasco Financial Network
Florida
$49K – – –
GTAM
1702
Global Trust Asset Management
Florida
$49K – – –
SWM
1703
Selective Wealth Management
Virginia
$49K +$32.8K +392 +202%
MAM
1704
McCarthy Asset Management
California
$49K +$49K +586 New
CYG
1705
Clean Yield Group
Vermont
$46K – – –
MME
1706
Meag Munich Ergo
Germany
$45K – – –
AIG
1707
American International Group
New York
$41.4K -$173K -2,093,001 -81%
PP
1708
Paloma Partners
Connecticut
$41K -$6.78M -82,135 -99%
PWMG
1709
Prestige Wealth Management Group
New Jersey
$41K -$3.81K -47 -8%
PK
1710
Pflug Koory
Nebraska
$41K -$3.69K -45 -8%
TIM
1711
Tortoise Investment Management
New York
$41K – – –
KFS
1712
Kelly Financial Services
Massachusetts
$40.9K +$83 +1 +0.2%
WWM
1713
Wolff Wiese Magana
California
$40K +$40K +481 New
PWA
1714
Phoenix Wealth Advisors
North Carolina
$40K +$40K +482 New
BWM
1715
Birchcreek Wealth Management
Ohio
$40K +$40K +489 New
H
1716
Hexavest
Quebec, Canada
$39K -$11.4K -137 -23%
PO
1717
Private Ocean
California
$39K – – –
NOI
1718
Newton One Investments
Delaware
$39K +$39K +471 New
FFA
1719
Freedman Financial Associates
Massachusetts
$38K +$38K +455 New
ACM
1720
AUA Capital Management
Pennsylvania
$37K – – –
CWA
1721
Clearview Wealth Advisors
Oregon
$37K +$37K +441 New
ADIM
1722
Alpha DNA Investment Management
Maryland
$37K +$37K +450 New
GEA
1723
Glen Eagle Advisors
New Jersey
$36.8K +$911 +11 +3%
TIAM2
1724
Tru Independence Asset Management 2
Oregon
$36K +$36K +437 New
EIM
1725
Essex Investment Management
Massachusetts
$33K – – –
67 68
69
70 71