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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 %
SQA
1751
Simon Quick Advisors
New Jersey
$16K +$6.61K +81 +70%
CTFG
1752
Capstone Triton Financial Group
Oklahoma
$15K +$15K +186 New
FP
1753
Fiduciary Planning
Florida
$14K +$255 +3 +2%
AFS
1754
Annapolis Financial Services
Maryland
$14K +$14K +166 New
FRA
1755
Front Row Advisors
California
$13K – – –
DWP
1756
Destiny Wealth Partners
Florida
$13K +$13K +162 New
EI
1757
Ellevest Inc
New York
$12K – – –
NFSG
1758
Newbridge Financial Services Group
Florida
$12K – – –
NC
1759
NewSquare Capital
Pennsylvania
$11K – – –
GG
1760
Gleason Group
Kentucky
$11K +$167 +2 +2%
RWG
1761
Regal Wealth Group
California
$10K – – –
MAWCM
1762
Mine & Arao Wealth Creation & Management
California
$10K – – –
CDIA
1763
Capital Directions Investment Advisors
Georgia
$10K – – –
WLPWM
1764
Walled Lake Planning & Wealth Management
Illinois
$9K +$162 +2 +2%
GI
1765
GS Investments
Minnesota
$9K +$9K +113 New
EWA
1766
Evolution Wealth Advisors
Florida
$8K -$58.8K -669 -88%
MWC
1767
MBM Wealth Consultants
Missouri
$8K -$15K -187 -65%
WAS
1768
Winch Advisory Services
Wisconsin
$8K -$1.18K -14 -13%
BEI
1769
Benjamin Edwards Inc
Missouri
$8K – – –
FPB
1770
First PREMIER Bank
South Dakota
$8K – – –
PP
1771
Pacifica Partners
Canada
$8K – – –
HWM
1772
HighMark Wealth Management
Minnesota
$8K +$79 +1 +1%
ZC
1773
Zeit Capital
Colorado
$8K +$8K +100 New
VBCG
1774
Valley Brook Capital Group
Pennsylvania
$8K +$8K +100 New
MS
1775
Mizuho Securities
Japan
$8K +$8K +100 New
69 70
71
72 73