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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 %
TNA
1851
True North Advisors
Texas
– -$234K -3,133 Closed
BCM
1852
Bayesian Capital Management
New York
– -$232K -3,100 Closed
RWM
1853
RKL Wealth Management
Pennsylvania
– -$231K -3,084 Closed
WCA
1854
Westover Capital Advisors
Delaware
– -$225K -2,998 Closed
BRG
1855
Bay Rivers Group
Virginia
– -$223K -2,970 Closed
W
1856
WealthOne
New York
– -$221K -2,940 Closed
ST
1857
Sabal Trust
Florida
– -$220K -2,930 Closed
PGWM
1858
Parisi Gray Wealth Management
New Jersey
– -$216K -2,887 Closed
CICI
1859
Capital Investment Counsel Inc
North Carolina
– -$215K -2,870 Closed
ClearBridge Investments
1860
ClearBridge Investments
New York
– -$213K -2,840 Closed
MS
1861
Maven Securities
Jersey
– -$209K -2,796 Closed
AP
1862
Americana Partners
Texas
– -$213K -2,790 Closed
OWA
1863
Outlook Wealth Advisors
Texas
– -$206K -2,747 Closed
VCAM
1864
Van Cleef Asset Management
Ohio
– -$202K -2,700 Closed
MIA
1865
MainStreet Investment Advisors
Illinois
– -$202K -2,699 Closed
OL
1866
Optas LLC
Texas
– -$203K -2,694 Closed
HCMT
1867
Highland Capital Management (Tennessee)
Tennessee
– -$201K -2,682 Closed
TC
1868
Trust Company
Kansas
– -$166K -2,212 Closed
GCM
1869
Gladius Capital Management
Illinois
– -$154K -2,052 Closed
PWM
1870
Provident Wealth Management
Tennessee
– -$95K -1,267 Closed
RAM
1871
Riggs Asset Management
Pennsylvania
– -$70K -1,180 Closed
PCM
1872
Penserra Capital Management
California
– -$73K -984 Closed
HCA
1873
Horan Capital Advisors
Ohio
– -$61K -809 Closed
SAM
1874
S.A. Mason
Michigan
– -$44K -583 Closed
WCG
1875
Weaver Consulting Group
California
– -$39K -521 Closed
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