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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 %
IF
1776
Ironwood Financial
Arizona
$7K – – –
OP
1777
Oldfield Partners
United Kingdom
$6.71K -$737 -8,900 -10%
PCTC
1778
Perkins Coie Trust Company
Washington
$6K -$5.39K -70 -47%
FEG
1779
Financial Enhancement Group
Indiana
$6K +$6K +70 New
BDWCC
1780
B&D White Capital Company
Texas
$6K +$6K +80 New
CIA
1781
Cascade Investment Advisors
Oregon
$4.31K – – –
CIA
1782
CSat Investment Advisory
Michigan
$4K -$382K -4,582 -99%
HFA
1783
HC Financial Advisors
California
$4K -$27K -338 -87%
NCM
1784
New Capital Management
Texas
$4K -$16.8K -202 -81%
FI
1785
Fosun International
China
$2.46K +$220 +2,690 +10%
HCM
1786
Horrell Capital Management
Arkansas
$2K – – –
MCM
1787
McMillion Capital Management
North Carolina
$2K +$2K +20 New
BA
1788
Bellwether Advisors
Nebraska
$2K +$2K +30 New
TAM
1789
Tucker Asset Management
Colorado
$1.9K +$1.9K +23 New
CBTWT
1790
Community Bank & Trust (Waco, Texas)
Texas
$1.56K -$294 -3,551 -16%
MS
1791
Marshall & Sullivan
Washington
$1.19K -$13.2K -1,088 -92%
GFPC
1792
Global Financial Private Client
Florida
$1.08K – – –
TFA
1793
Transamerica Financial Advisors
Florida
$1K -$625 -5 -38%
FGAM
1794
Financial Gravity Asset Management
Texas
$1K +$1K +8 New
CC
1795
Cypress Capital
Tennessee
$1K +$1K +15 New
CRI
1796
Colonial River Investments
Virginia
$714 +$714 +8,343 New
MGIM
1797
M&G Investment Management
United Kingdom
$461 – – –
NDSI
1798
Newman Dignan & Sheerar Inc
Rhode Island
$338 +$8 +101 +3%
WIM
1799
Westside Investment Management
California
$277 – – –
TI
1800
tru Independence
Oregon
$99 +$31 +372 +45%
70 71
72
73 74