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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.72B
2
VAM
2
Veritas Asset Management
United Kingdom
$26.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.96B
4
Citadel Advisors
4
Citadel Advisors
Florida
$37.2M
5
State Street
5
State Street
Massachusetts
$4.83B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11B +$60.2M +678,909 +0.6%
BlackRock
2
BlackRock
New York
$7.99B -$32.3M -364,387 -0.4%
Capital World Investors
3
Capital World Investors
California
$7.07B -$233M -2,623,506 -3%
Capital International Investors
4
Capital International Investors
California
$6.21B +$625M +7,039,559 +11%
Capital Research Global Investors
5
Capital Research Global Investors
California
$5.63B -$108M -1,221,919 -2%
State Street
6
State Street
Massachusetts
$4.83B -$245M -2,724,925 -5%
Morgan Stanley
7
Morgan Stanley
New York
$3.96B -$289M -3,261,873 -7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.24B +$20.6M +233,025 +0.9%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.17B -$20.1M -226,174 -0.9%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$2.03B +$227M +2,553,550 +13%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.82B +$28.9M +325,321 +2%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$1.72B -$413M -4,650,347 -19%
Fundsmith LLP
13
Fundsmith LLP
United Kingdom
$1.72B -$7.04M -79,369 -0.4%
Invesco
14
Invesco
Georgia
$1.71B -$172M -1,940,910 -9%
Ameriprise
15
Ameriprise
Minnesota
$1.63B +$131M +1,480,697 +9%
Northern Trust
16
Northern Trust
Illinois
$1.33B -$26.3M -296,091 -2%
Bank of America
17
Bank of America
North Carolina
$1.33B +$46.4M +522,835 +4%
Fayez Sarofim & Co
18
Fayez Sarofim & Co
Texas
$1.22B -$7.11M -80,081 -0.6%
Charles Schwab
19
Charles Schwab
California
$986M +$8.68M +97,804 +0.9%
Nuveen Asset Management
20
Nuveen Asset Management
Illinois
$954M +$22.5M +253,674 +2%
IFP
21
Independent Franchise Partners
United Kingdom
$933M +$131M +1,471,466 +16%
GQG Partners
22
GQG Partners
Florida
$930M +$814M +9,176,274 +706%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$928M +$2.92M +32,884 +0.3%
Franklin Resources
24
Franklin Resources
California
$812M +$48.3M +544,295 +6%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$811M -$9.47M -106,763 -1%
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