PM icon

Philip Morris
PM

Overview Fund Activity

1,842 hedge funds and large institutions have $110B invested in Philip Morris in 2021 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 696 increasing their positions, 694 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,842
Holders Change
-9
Holders Change %
-0.49%
% of All Funds
32.35%
Holding in Top 10
45
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.46%
% of All Funds
0.79%
New
121
Increased
696
Reduced
694
Closed
104
Calls
$716M
Puts
$787M
Net Calls
-$71.6M
Net Calls Change
-$24.9M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$821M
2
GQG Partners
2
GQG Partners
Florida
$1.35B
3
Capital World Investors
3
Capital World Investors
California
$7.84B
4
N
4
Natixis
France
$239M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$216M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$14.8M
2
TAM
2
Troy Asset Management
United Kingdom
$58.7M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$57.1M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.39B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.76B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$11.9B +$57.8M +609,723 +0.5%
BlackRock
2
BlackRock
New York
$8.71B +$50.8M +536,032 +0.6%
Capital World Investors
3
Capital World Investors
California
$7.84B +$204M +2,152,766 +3%
Capital International Investors
4
Capital International Investors
California
$7.03B -$43.7M -460,721 -0.6%
Capital Research Global Investors
5
Capital Research Global Investors
California
$5.48B +$97.2M +1,025,283 +2%
State Street
6
State Street
Massachusetts
$5.24B +$5.48M +57,090 +0.1%
Morgan Stanley
7
Morgan Stanley
New York
$4.31B +$75.2M +793,619 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.56B +$79.5M +841,001 +3%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$2.43B +$17.4M +183,998 +0.7%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$2.35B +$78.5M +828,392 +3%
Fundsmith LLP
11
Fundsmith LLP
United Kingdom
$1.83B – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.77B +$3.32M +35,059 +0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.76B -$120M -1,267,021 -6%
Invesco
14
Invesco
Georgia
$1.76B +$3.22M +33,922 +0.2%
Ameriprise
15
Ameriprise
Minnesota
$1.75B +$9.07M +95,614 +0.5%
Bank of America
16
Bank of America
North Carolina
$1.41B +$25.8M +272,270 +2%
Northern Trust
17
Northern Trust
Illinois
$1.4B +$5.1M +53,817 +0.4%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$1.39B -$136M -1,429,793 -9%
GQG Partners
19
GQG Partners
Florida
$1.35B +$236M +2,491,345 +21%
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$1.29B +$221K +2,330 +0%
Charles Schwab
21
Charles Schwab
California
$1.16B +$12.2M +129,225 +1%
Franklin Resources
22
Franklin Resources
California
$1.01B +$30.4M +320,824 +3%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$997M +$6.21M +65,488 +0.6%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$979M -$34.7M -366,554 -3%
IFP
25
Independent Franchise Partners
United Kingdom
$882M -$96.1M -1,014,300 -10%
1
2 3 4 5