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Philip Morris
PM

Overview Fund Activity

1,829 hedge funds and large institutions have $103B invested in Philip Morris in 2021 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 725 increasing their positions, 678 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,829
Holders Change
+28
Holders Change %
+1.55%
% of All Funds
32.21%
Holding in Top 10
42
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.44%
% of All Funds
0.74%
New
145
Increased
725
Reduced
678
Closed
102
Calls
$440M
Puts
$502M
Net Calls
-$62.1M
Net Calls Change
+$45.3M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$930M
2
Capital International Investors
Capital International Investors
California
$6.21B
3
CIBC World Market
CIBC World Market
Ontario, Canada
$467M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.03B
5
Renaissance Technologies
Renaissance Technologies
New York
$195M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.72B
2
VAM
Veritas Asset Management
United Kingdom
$26.9M
3
Morgan Stanley
Morgan Stanley
New York
$3.96B
4
Citadel Advisors
Citadel Advisors
Florida
$37.2M
5
State Street
State Street
Massachusetts
$4.83B
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
1901
Burt Wealth Advisors
Maryland
– -$125K -1,513 Closed
PS
1902
Planned Solutions
California
– -$121K -1,465 Closed
FTDI
1903
First Trust Direct Indexing
Massachusetts
– -$113K -1,364 Closed
FWM
1904
ForthRight Wealth Management
Georgia
– -$111K -1,335 Closed
GWM
1905
Greenhouse Wealth Management
Connecticut
– -$111K -1,335 Closed
TI
1906
tru Independence
Oregon
– -$99 -1,198 Closed
RA
1907
Rational Advisors
New York
– -$98K -1,178 Closed
NICM
1908
Neo Ivy Capital Management
New York
– -$85K -1,025 Closed
SIAG
1909
Safeguard Investment Advisory Group
California
– -$84K -1,020 Closed
RPWA
1910
Regent Peak Wealth Advisors
Georgia
– -$83K -1,005 Closed
CWM
1911
Curi Wealth Management
North Carolina
– -$77K -933 Closed
SFPG
1912
Stonebridge Financial Planning Group
Florida
– -$66K -800 Closed
EA
1913
Elm Advisors
California
– -$59K -713 Closed
BSSFA
1914
Baron Silver Stevens Financial Advisors
Florida
– -$57K -693 Closed
OIM
1915
Oder Investment Management
California
– -$57K -688 Closed
SIAG
1916
Signet Investment Advisory Group
Rhode Island
– -$52K -625 Closed
CYG
1917
Clean Yield Group
Vermont
– -$46K -551 Closed
BWM
1918
Birchcreek Wealth Management
Ohio
– -$40K -489 Closed
H
1919
Hexavest
Quebec, Canada
– -$39K -469 Closed
TIAM2
1920
Tru Independence Asset Management 2
Oregon
– -$36K -437 Closed
PCA
1921
Peddock Capital Advisors
Massachusetts
– -$30K -358 Closed
LGA
1922
Lebenthal Global Advisors
New York
– -$24K -300 Closed
CTFG
1923
Capstone Triton Financial Group
Oklahoma
– -$15K -186 Closed
CDIA
1924
Capital Directions Investment Advisors
Georgia
– -$10K -125 Closed
GI
1925
GS Investments
Minnesota
– -$9K -113 Closed
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