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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
276
Huntington National Bank
Ohio
$15.3M +$711K +7,028 +5%
IL
277
Investure LLC
Virginia
$15.2M – – –
William Blair & Company
278
William Blair & Company
Illinois
$15M -$372K -3,674 -2%
BCI
279
Brinker Capital Investments
Pennsylvania
$14.9M +$213K +2,101 +1%
HR
280
Howe & Rusling
New York
$14.7M +$495K +4,890 +3%
LIP
281
Lighthouse Investment Partners
Florida
$14.7M +$14.7M +145,000 New
KeyBank National Association
282
KeyBank National Association
Ohio
$14.7M -$397K -3,927 -3%
DA
283
Dash Acquisitions
California
$14.6M +$102K +1,005 +0.7%
Robeco Institutional Asset Management
284
Robeco Institutional Asset Management
Netherlands
$14.5M -$5.95M -58,793 -29%
Cerity Partners
285
Cerity Partners
New York
$14.4M +$4.65M +45,837 +48%
AIMC
286
Alley Investment Management Company
Illinois
$14.4M +$3.37M +33,296 +31%
Lazard Asset Management
287
Lazard Asset Management
New York
$14.3M +$433K +4,280 +3%
UB
288
UMB Bank
Missouri
$14.3M -$237K -2,341 -2%
NP
289
NorthRock Partners
Minnesota
$14.3M -$1.6M -15,771 -10%
LCM
290
Logan Capital Management
Pennsylvania
$14M -$116K -1,151 -0.8%
CIP
291
Chartwell Investment Partners
Pennsylvania
$14M +$1.08M +10,648 +8%
KAS
292
Kestra Advisory Services
Texas
$14M +$1.75M +17,245 +14%
BCIM
293
British Columbia Investment Management
British Columbia, Canada
$13.9M -$1.62M -16,042 -10%
AI
294
Atria Investments
North Carolina
$13.9M +$421K +4,157 +3%
AMI
295
Amica Mutual Insurance
Rhode Island
$13.8M +$2.78M +27,472 +25%
BF
296
BOK Financial
Oklahoma
$13.7M +$876K +8,651 +7%
VAM
297
Veritas Asset Management
United Kingdom
$13.5M -$6.16M -60,846 -31%
SMDAM
298
Sumitomo Mitsui DS Asset Management
Japan
$13.3M +$715K +7,067 +6%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$13.3M +$2.31M +22,784 +21%
Jane Street
300
Jane Street
New York
$13.2M -$209M -2,060,429 -94%
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