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Philip Morris
PM

Overview Fund Activity

1,673 hedge funds and large institutions have $86.7B invested in Philip Morris in 2020 Q3 according to their latest regulatory filings, with 122 funds opening new positions, 572 increasing their positions, 720 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,673
Holders Change
+17
Holders Change %
+1.03%
% of All Funds
33.85%
Holding in Top 10
35
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.71%
New
122
Increased
572
Reduced
720
Closed
91
Calls
$437M
Puts
$490M
Net Calls
-$53.4M
Net Calls Change
+$40.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$4.59B
2
Capital International Investors
Capital International Investors
California
$4.53B
3
Barclays
Barclays
United Kingdom
$334M
4
Citadel Advisors
Citadel Advisors
Florida
$247M
5
IFP
Independent Franchise Partners
United Kingdom
$666M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$1.28B
2
Vanguard Group
Vanguard Group
Pennsylvania
$9.28B
3
BlackRock
BlackRock
New York
$6.84B
4
AllianceBernstein
AllianceBernstein
Tennessee
$437M
5
Invesco
Invesco
Georgia
$1.5B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$9.28B -$189M -2,517,050 -2%
BlackRock
2
BlackRock
New York
$6.84B -$181M -2,415,873 -3%
Capital World Investors
3
Capital World Investors
California
$6.25B -$14.8M -197,416 -0.2%
Capital Research Global Investors
4
Capital Research Global Investors
California
$4.59B +$759M +10,122,279 +20%
Capital International Investors
5
Capital International Investors
California
$4.53B +$687M +9,160,675 +18%
State Street
6
State Street
Massachusetts
$4.51B -$132M -1,736,820 -3%
Morgan Stanley
7
Morgan Stanley
New York
$3.53B +$114M +1,526,001 +3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$2.27B +$49M +653,006 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.89B -$48.6M -649,720 -3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$1.81B +$62.9M +839,062 +4%
Invesco
11
Invesco
Georgia
$1.5B -$147M -1,956,807 -9%
Fundsmith LLP
12
Fundsmith LLP
United Kingdom
$1.46B +$9.56M +127,460 +0.7%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.43B +$9.7M +129,291 +0.7%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$1.4B -$5.34M -71,885 -0.4%
Ameriprise
15
Ameriprise
Minnesota
$1.28B -$207M -2,756,440 -14%
Northern Trust
16
Northern Trust
Illinois
$1.2B -$3.61M -48,140 -0.3%
Bank of America
17
Bank of America
North Carolina
$1.14B -$10.9M -145,075 -0.9%
Fayez Sarofim & Co
18
Fayez Sarofim & Co
Texas
$1.04B -$14M -186,205 -1%
First Eagle Investment Management
19
First Eagle Investment Management
New York
$954M -$13.7M -182,719 -1%
Charles Schwab
20
Charles Schwab
California
$831M -$34.3M -457,931 -4%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$829M -$6.41M -85,532 -0.8%
Flossbach Von Storch
22
Flossbach Von Storch
Germany
$768M -$113M -1,512,735 -13%
CRC
23
Cedar Rock Capital
United Kingdom
$744M +$9.88M +131,814 +1%
Deutsche Bank
24
Deutsche Bank
Germany
$721M +$11.7M +155,459 +2%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$683M -$29.6M -394,921 -4%
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