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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
$647M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$486M
3
Capital Research Global Investors
Capital Research Global Investors
California
$5.35B
4
Franklin Resources
Franklin Resources
California
$713M
5
Capital International Investors
Capital International Investors
California
$5.21B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.99B
2
State Street
State Street
Massachusetts
$4.74B
3
First Eagle Investment Management
First Eagle Investment Management
New York
$863M
4
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$0
5
VAM
Veritas Asset Management
United Kingdom
$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1726
Bray Capital Advisors
Florida
$33K – – –
NL
1727
NVWM LLC
Pennsylvania
$33K – – –
MA
1728
MCF Advisors
Kentucky
$31K – – –
KFI
1729
Key Financial Inc
Pennsylvania
$31K +$31K +369 New
FP
1730
Financial Perspectives
Minnesota
$30.7K – – –
TFIPS
1731
Towarzystwo Funduszy Inwestycyjnych PZU SA
$30.6K +$30.6K +370 New
PCA
1732
Peddock Capital Advisors
Massachusetts
$30K +$30K +358 New
CFD
1733
Creative Financial Designs
Indiana
$28K +$164 +2 +0.6%
ME
1734
McIlrath & Eck
Washington
$27K – – –
PA
1735
Perennial Advisors
New York
$27K +$27K +322 New
GSAM
1736
Grant Street Asset Management
Pennsylvania
$27K +$27K +328 New
SFP
1737
Sterling Financial Planning
New Jersey
$26K +$26K +310 New
CA
1738
Crewe Advisors
Utah
$25K -$14.3K -172 -36%
FPFS
1739
First Personal Financial Services
North Carolina
$25K – – –
SC
1740
Sawyer & Company
Massachusetts
$25K – – –
PVH
1741
Psagot Value Holdings
Israel
$25K – – –
LGA
1742
Lebenthal Global Advisors
New York
$24K +$24K +300 New
LFG
1743
Larson Financial Group
Missouri
$22K +$330 +4 +2%
ADL
1744
Asset Dedication LLC
California
$21K – – –
ANBT
1745
American National Bank & Trust
Texas
$21K +$12.6K +150 +150%
OAJ
1746
Ogorek Anthony Joseph
New York
$19K – – –
CMBA
1747
C.M. Bidwell & Associates
Hawaii
$18K – – –
JMF
1748
Johnson Midwest Financial
Iowa
$18K +$18K +221 New
JPLA
1749
Joseph P. Lucia & Associates
New York
$17K +$17K +200 New
CPWM
1750
Cypress Point Wealth Management
Texas
$17K +$17K +200 New
68 69
70
71 72