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Philip Morris
PM

Overview Fund Activity

1,656 hedge funds and large institutions have $81.1B invested in Philip Morris in 2020 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 578 increasing their positions, 708 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,656
Holders Change
-20
Holders Change %
-1.19%
% of All Funds
34.04%
Holding in Top 10
35
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-32.69%
% of All Funds
0.72%
New
107
Increased
578
Reduced
708
Closed
113
Calls
$381M
Puts
$474M
Net Calls
-$93.6M
Net Calls Change
-$74.7M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.58B
2
Capital International Investors
Capital International Investors
California
$3.59B
3
Morgan Stanley
Morgan Stanley
New York
$3.19B
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.36B
5
IFP
Independent Franchise Partners
United Kingdom
$500M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
$824M
2
Capital World Investors
Capital World Investors
California
$5.85B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$666M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$370M
5
BlackRock
BlackRock
New York
$6.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1726
ARS Wealth Advisors
Florida
– -$205K -2,814 Closed
JLBC
1727
J.L. Bainbridge & Co
Florida
– -$205K -2,812 Closed
KCM
1728
Kornitzer Capital Management
Kansas
– -$205K -2,810 Closed
LWP
1729
Legacy Wealth Planning
Nevada
– -$205K -2,805 Closed
WA
1730
Winfield Associates
Ohio
– -$205K -2,805 Closed
EWM
1731
Elite Wealth Management
Washington
– -$204K -2,800 Closed
BIA
1732
BHK Investment Advisors
Alabama
– -$204K -2,799 Closed
SWMG
1733
Strategic Wealth Management Group
Maryland
– -$204K -2,794 Closed
HC
1734
HNP Capital
New York
– -$201K -2,777 Closed
AMG
1735
Advisors Management Group
Wisconsin
– -$203K -2,776 Closed
KF
1736
Krilogy Financial
Missouri
– -$202K -2,775 Closed
OPCM
1737
Osborne Partners Capital Management
California
– -$201K -2,760 Closed
HCM
1738
Howland Capital Management
Massachusetts
– -$200K -2,737 Closed
HWMG
1739
Hurlow Wealth Management Group
Indiana
– -$204K -2,701 Closed
CS
1740
Capital Square
Tennessee
– -$164K -2,251 Closed
EWM
1741
EPG Wealth Management
Georgia
– -$156K -2,136 Closed
WCM
1742
Wealthcare Capital Management
Virginia
– -$117K -1,599 Closed
AIM
1743
Arcadia Investment Management
Michigan
– -$113K -1,550 Closed
DWM
1744
Darwin Wealth Management
Florida
– -$107K -1,478 Closed
FA
1745
Forefront Analytics
Pennsylvania
– -$83.7K -1,147 Closed
QAM
1746
QCI Asset Management
New York
– -$72K -981 Closed
PCMK
1747
Paragon Capital Management (Kansas)
Kansas
– -$61K -837 Closed
MWM
1748
MBE Wealth Management
Wisconsin
– -$55K -762 Closed
CCM
1749
Cox Capital Management
Massachusetts
– -$51K -600 Closed
SAM
1750
S.A. Mason
Michigan
– -$42K -574 Closed
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