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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
YCM
276
Yousif Capital Management
Michigan
$15.5M +$606K +6,207 +4%
SDIC
277
South Dakota Investment Council
South Dakota
$15.5M -$732K -7,500 -5%
EPAM
278
Euro Pacific Asset Management
Puerto Rico
$15.4M +$152K +1,561 +1%
DA
279
Dash Acquisitions
California
$15.4M +$947K +9,700 +7%
ETC
280
Exchange Traded Concepts
Oklahoma
$15.3M -$5.58M -57,150 -27%
OSAM
281
O'Shaughnessy Asset Management
Connecticut
$15.3M -$2.67M -27,375 -15%
AIMC
282
Alley Investment Management Company
Illinois
$15.3M +$78K +799 +0.5%
GLA
283
Great Lakes Advisors
Illinois
$15.2M -$6.74M -69,038 -31%
GF
284
Gabelli Funds
New York
$15.1M +$8.59M +88,000 +131%
ELI
285
Empire Life Investments
Ontario, Canada
$14.9M +$1.81M +18,535 +14%
AI
286
Atria Investments
North Carolina
$14.7M +$260K +2,661 +2%
CCPM
287
Cooper Creek Partners Management
New York
$14.6M +$14.6M +150,010 New
William Blair & Company
288
William Blair & Company
Illinois
$14.6M +$4.3K +44 +0%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$14.6M +$880K +9,017 +6%
TRCT
290
Tower Research Capital (TRC)
New York
$14.5M +$9.08M +93,046 +169%
BBVA
291
Banco Bilbao Vizcaya Argentaria
Spain
$14.4M +$1.54M +15,768 +12%
GFS
292
GYL Financial Synergies
Connecticut
$14.1M +$267K +2,735 +2%
TF
293
TIAA FSB
Florida
$14.1M -$1.63M -16,675 -10%
KI
294
Kapitalo Investimentos
Brazil
$14M +$13.7M +140,806 +5,141%
HR
295
Howe & Rusling
New York
$14M +$6.83K +70 +0%
PMG
296
ProVise Management Group
Florida
$14M +$884K +9,057 +7%
NB
297
Norinchukin Bank
Japan
$13.9M +$4.27M +43,776 +44%
LCM
298
Logan Capital Management
Pennsylvania
$13.8M +$385K +3,943 +3%
TPCW
299
TD Private Client Wealth
New York
$13.8M +$410K +4,202 +3%
UB
300
UMB Bank
Missouri
$13.8M -$14.2K -145 -0.1%
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