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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLII
226
First Long Island Investors
New York
$21.7M +$112K +1,213 +0.5%
WT
227
Whittier Trust
California
$21.6M +$465K +5,026 +2%
CGIM
228
Capital Group Investment Management
Singapore
$21.5M -$5.66M -61,118 -21%
MOACM
229
Mutual of America Capital Management
New York
$21.4M -$46.8K -505 -0.2%
CAN
230
Cetera Advisor Networks
California
$21.2M +$1.44M +15,601 +7%
OSAM
231
O'Shaughnessy Asset Management
Connecticut
$21.1M +$6.55M +70,795 +45%
ADEF
232
Adams Diversified Equity Fund
Maryland
$21.1M – – –
FNF
233
Fidelity National Financial
Florida
$20.8M – – –
ProShare Advisors
234
ProShare Advisors
Maryland
$20.5M -$1.54M -16,650 -7%
CB
235
Commerce Bank
Missouri
$20.3M -$415K -4,482 -2%
VA
236
Vident Advisory
Georgia
$20.3M +$20.3M +219,213 New
Envestnet Portfolio Solutions
237
Envestnet Portfolio Solutions
Illinois
$19.9M +$19.9M +214,992 New
Hotchkis & Wiley Capital Management
238
Hotchkis & Wiley Capital Management
California
$19.9M +$1.98M +21,420 +11%
Wealth Enhancement Advisory Services
239
Wealth Enhancement Advisory Services
Minnesota
$19.7M +$18.9M +204,687 +2,635%
NYLIM
240
New York Life Investment Management
New York
$19.5M +$123K +1,330 +0.6%
Mercer Global Advisors
241
Mercer Global Advisors
Colorado
$19.5M -$2.79M -30,111 -13%
FHA
242
First Horizon Advisors
Tennessee
$19.2M +$12.3M +132,993 +179%
AAM
243
Auxier Asset Management
Oregon
$19.1M -$82.4K -890 -0.4%
Allianz Asset Management
244
Allianz Asset Management
Germany
$19.1M -$5.98M -64,559 -24%
GF
245
Gabelli Funds
New York
$18.7M +$4.35M +47,000 +30%
SOADOR
246
State of Alaska Department of Revenue
Alaska
$18.7M -$727K -7,855 -4%
FGP
247
Foyston, Gordon, & Payne
Ontario, Canada
$18.5M +$1.44M +15,601 +8%
BCI
248
Brinker Capital Investments
Pennsylvania
$18.3M +$95.9K +1,036 +0.5%
OPS
249
Orion Portfolio Solutions
Nebraska
$18.3M +$95.9K +1,036 +0.5%
BB
250
Busey Bank
Illinois
$18.1M +$157K +1,698 +0.9%
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