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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 %
CF
251
Cantor Fitzgerald
New York
$18.1M -$1.67M -18,006 -8%
BWC
252
Blue Whale Capital
United Kingdom
$18M +$185K +2,000 +1%
Baird Financial Group
253
Baird Financial Group
Wisconsin
$17.5M -$1.4M -15,124 -7%
Cambridge Investment Research Advisors
254
Cambridge Investment Research Advisors
Iowa
$17.3M -$1.22M -13,129 -7%
CIP
255
Chartwell Investment Partners
Pennsylvania
$17.3M +$1.81M +19,590 +12%
CWM
256
Cedar Wealth Management
California
$17.2M -$1.06M -11,457 -6%
RC
257
RBO & Co
California
$16.9M -$32K -346 -0.2%
TH
258
TCTC Holdings
Texas
$16.7M -$88.6K -957 -0.5%
NAM
259
Nissay Asset Management
Japan
$16.7M +$566K +6,118 +4%
QCM
260
QRG Capital Management
Illinois
$16.2M +$16.2M +175,144 New
BGDI
261
BW Gestao de Investimentos
Brazil
$16.2M +$4.17M +45,000 +35%
CAM
262
Cresset Asset Management
Illinois
$16.2M +$3.18M +33,898 +25%
GT
263
Glenmede Trust
Pennsylvania
$16.1M -$13.6M -146,885 -46%
ECM
264
Element Capital Management
New York
$16M -$3.15M -34,016 -16%
TC
265
TownSquare Capital
Utah
$16M -$1.19M -12,832 -7%
Brown Advisory
266
Brown Advisory
Maryland
$15.9M -$474K -5,116 -3%
BCP
267
Blue Chip Partners
Michigan
$15.7M +$664K +7,176 +4%
HNB
268
Huntington National Bank
Ohio
$15.5M +$432K +4,665 +3%
IIM
269
Intact Investment Management
Quebec, Canada
$15.4M – – –
X
270
Xponance
Pennsylvania
$15.4M +$271K +2,932 +2%
DIA
271
Davidson Investment Advisors
Montana
$15.4M +$207K +2,232 +1%
Janus Henderson Group
272
Janus Henderson Group
United Kingdom
$15.3M -$654K -7,059 -4%
KI
273
Kapitalo Investimentos
Brazil
$15.2M +$1.93M +20,871 +15%
HP
274
Hosking Partners
United Kingdom
$15.1M -$2.35M -25,419 -13%
TIAA Trust, National Association
275
TIAA Trust, National Association
North Carolina
$15.1M +$15.1M +163,224 New
9 10
11
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