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Philip Morris
PM

Overview Fund Activity

2,033 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 888 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,033
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.54%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.96%
New
140
Increased
888
Reduced
669
Closed
97
Calls
$390M
Puts
$465M
Net Calls
-$74.6M
Net Calls Change
-$244M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$10.9B
2
Capital International Investors
Capital International Investors
California
$10.2B
3
Citadel Advisors
Citadel Advisors
Florida
$344M
4
Federated Hermes
Federated Hermes
Pennsylvania
$879M
5
Vanguard Group
Vanguard Group
Pennsylvania
$13.2B

Top Sellers

1
BlackRock
BlackRock
New York
$9.18B
2
Capital Research Global Investors
Capital Research Global Investors
California
$4.78B
3
GQG Partners
GQG Partners
Florida
$2.1B
4
Geode Capital Management
Geode Capital Management
Massachusetts
$2.7B
5
State Street
State Street
Massachusetts
$5.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
276
TownSquare Capital
Utah
$16.5M +$860K +8,842 +5%
SDIC
277
South Dakota Investment Council
South Dakota
$16.1M – – –
Janus Henderson Group
278
Janus Henderson Group
United Kingdom
$16.1M +$3.61M +37,132 +29%
DIA
279
Davidson Investment Advisors
Montana
$15.9M +$443K +4,558 +3%
HP
280
Hosking Partners
United Kingdom
$15.8M +$4.88M +50,157 +44%
X
281
Xponance
Pennsylvania
$15.8M +$73.1K +752 +0.5%
TF
282
TIAA FSB
Florida
$15.6M -$149K -1,530 -0.9%
BCP
283
Blue Chip Partners
Michigan
$15.6M +$318K +3,267 +2%
HNB
284
Huntington National Bank
Ohio
$15.5M +$812K +8,349 +6%
Bank of Nova Scotia
285
Bank of Nova Scotia
Ontario, Canada
$15.3M -$77.1M -793,181 -83%
EPAM
286
Euro Pacific Asset Management
Puerto Rico
$15.2M -$83.8K -861 -0.5%
AIMC
287
Alley Investment Management Company
Illinois
$15.2M +$1.33M +13,658 +10%
CIP
288
Chartwell Investment Partners
Pennsylvania
$15.1M +$1.63M +16,734 +12%
YCM
289
Yousif Capital Management
Michigan
$14.9M -$1.29M -13,299 -8%
AMI
290
Amica Mutual Insurance
Rhode Island
$14.8M +$1.48M +15,252 +11%
ECM
291
ExodusPoint Capital Management
New York
$14.7M +$12.3M +126,241 +512%
William Blair & Company
292
William Blair & Company
Illinois
$14.5M +$56.1K +577 +0.4%
AI
293
Atria Investments
North Carolina
$14.4M +$1.09M +11,230 +8%
DA
294
Dash Acquisitions
California
$14.4M +$392K +4,031 +3%
PFM
295
Premier Fund Managers
United Kingdom
$14.3M -$4.83M -50,000 -25%
Connor, Clark & Lunn Investment Management (CC&L)
296
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$14.3M +$2.79M +28,654 +24%
AAM
297
Advisors Asset Management
Colorado
$14M -$1.49M -15,271 -10%
HR
298
Howe & Rusling
New York
$13.9M -$245K -2,520 -2%
KeyBank National Association
299
KeyBank National Association
Ohio
$13.9M -$208K -2,142 -1%
GFS
300
GYL Financial Synergies
Connecticut
$13.8M +$13.8M +141,401 New
10 11
12
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