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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 %
BWL
1726
Bogart Wealth LLC
Virginia
$96K – – –
IRC
1727
Investors Research Corp
Georgia
$96K – – –
VRM
1728
Vectors Research Management
New York
$95K +$1.58K +16 +2%
SWM
1729
Selective Wealth Management
Virginia
$95K +$18.4K +185 +24%
SIAP
1730
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$94K -$1.78K -18 -2%
CWM
1731
Cranbrook Wealth Management
Michigan
$93K +$497 +5 +0.5%
CAGAS
1732
Capital Advisory Group Advisory Services
Minnesota
$91K – – –
PCH
1733
PGIM Custom Harvest
New Jersey
$88K +$96 +1 +0.1%
AWM
1734
Accel Wealth Management
Iowa
$84K – – –
SWA
1735
SOA Wealth Advisors
New York
$84K +$492 +5 +0.6%
WBC
1736
West Branch Capital
Massachusetts
$82K +$82K +830 New
LTI
1737
Laffer Tengler Investments
Tennessee
$78.1K -$203K -2,051 -72%
CTB
1738
Country Trust Bank
Illinois
$78K -$19.9K -200 -20%
CA
1739
Centerpoint Advisors
Massachusetts
$78K – – –
TC
1740
Tacita Capital
Ontario, Canada
$77K – – –
SMG
1741
Spectrum Management Group
Indiana
$76K – – –
WPA
1742
West Paces Advisors
Georgia
$72.1K +$5.95K +60 +9%
EARNEST Partners
1743
EARNEST Partners
Georgia
$72K – – –
ADL
1744
Asset Dedication LLC
California
$71K – – –
PK
1745
Pflug Koory
Nebraska
$68K – – –
HIM
1746
Hillsdale Investment Management
Ontario, Canada
$66K – – –
ONST
1747
Old North State Trust
North Carolina
$66K – – –
BAM
1748
Baldrige Asset Management
Pennsylvania
$66K +$66K +667 New
SQA
1749
Simon Quick Advisors
New Jersey
$65K -$21.2K -217 -25%
CWA
1750
Clearview Wealth Advisors
Oregon
$65K +$21.1K +214 +48%
68 69
70
71 72