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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 %
CMBA
1801
C.M. Bidwell & Associates
Hawaii
$23K +$1.78K +18 +8%
JMF
1802
Johnson Midwest Financial
Iowa
$22K +$196 +2 +0.9%
MFM
1803
MD Financial Management
Ontario, Canada
$22K +$22K +175 New
WWM
1804
Wolff Wiese Magana
California
$21K -$27.9K -283 -57%
TC
1805
Truvestments Capital
Florida
$20K -$90.7K -898 -82%
JPLA
1806
Joseph P. Lucia & Associates
New York
$20K – – –
WWM
1807
Wagner Wealth Management
South Carolina
$20K – – –
BFA
1808
Brendel Financial Advisors
New Hampshire
$20K +$20K +200 New
SCA
1809
Stuart Chaussee & Associates
California
$19K – – –
FFG
1810
Ford Financial Group
California
$19K +$19K +200 New
RCM
1811
Regency Capital Management
Hawaii
$18K -$16.5K -170 -48%
HWM
1812
HighMark Wealth Management
Minnesota
$17K +$7.09K +73 +72%
ACA
1813
Atlas Capital Advisors
Wyoming
$16.1K +$6.15K +62 +62%
FRA
1814
Front Row Advisors
California
$16K – – –
AFS
1815
Annapolis Financial Services
Maryland
$16K – – –
EI
1816
Ellevest Inc
New York
$15K – – –
GG
1817
Gleason Group
Kentucky
$14K +$206 +2 +1%
NC
1818
NewSquare Capital
Pennsylvania
$13K – – –
MAWCM
1819
Mine & Arao Wealth Creation & Management
California
$12K – – –
CDIA
1820
Capital Directions Investment Advisors
Georgia
$12K +$12K +125 New
WLPWM
1821
Walled Lake Planning & Wealth Management
Illinois
$11K +$193 +2 +2%
ICM
1822
Islay Capital Management
Texas
$10K -$142K -1,419 -93%
ZC
1823
Zeit Capital
Colorado
$10K – – –
MWC
1824
MBM Wealth Consultants
Missouri
$10K – – –
BEI
1825
Benjamin Edwards Inc
Missouri
$10K – – –
71 72
73
74 75