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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 %
CCM
326
Channing Capital Management
Illinois
$11.2M +$981K +9,690 +10%
CA
327
Cetera Advisors
Colorado
$11.1M +$921K +9,102 +9%
Cetera Investment Advisers
328
Cetera Investment Advisers
Illinois
$11M +$5.05M +49,897 +84%
PMG
329
ProVise Management Group
Florida
$10.9M +$3.46M +34,216 +46%
HIMC
330
Heritage Investors Management Corp
Maryland
$10.9M -$153K -1,512 -1%
BG
331
Bollard Group
Massachusetts
$10.7M -$321K -3,170 -3%
BCA
332
Bernzott Capital Advisors
California
$10.5M -$163K -1,609 -2%
SFG
333
Sather Financial Group
Texas
$10.2M +$10.2M +100,705 New
Northwestern Mutual Wealth Management
334
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$733K +7,247 +8%
LSERS
335
Louisiana State Employees Retirement System
Louisiana
$10.1M +$101K +1,000 +1%
NP
336
NS Partners
United Kingdom
$10.1M +$74.1K +732 +0.7%
IIM
337
Intact Investment Management
Quebec, Canada
$10.1M -$8.97M -88,600 -47%
RFC
338
Regions Financial Corp
Alabama
$10.1M -$417K -4,120 -4%
PFP
339
Pinnacle Financial Partners
Tennessee
$10.1M -$771K -7,616 -7%
MDCM
340
Morgan Dempsey Capital Management
Wisconsin
$10M +$340K +3,358 +4%
PAS
341
Park Avenue Securities
New York
$9.95M +$443K +4,376 +5%
PGFC
342
Peapack-Gladstone Financial Corp
New Jersey
$9.92M -$50.9K -503 -0.5%
LW
343
Linscomb Wealth
Texas
$9.91M +$174K +1,715 +2%
CM
344
Churchill Management
California
$9.81M +$9.81M +96,887 New
IIM
345
INTECH Investment Management
Florida
$9.71M -$492K -4,862 -5%
NB
346
Norinchukin Bank
Japan
$9.71M -$2.28M -22,486 -19%
DADC
347
D.A. Davidson & Co
Montana
$9.62M +$113K +1,119 +1%
NCM
348
Narwhal Capital Management
Georgia
$9.52M +$2.27M +22,399 +31%
JCM
349
Janney Capital Management
Pennsylvania
$9.5M +$161K +1,588 +2%
HAI
350
Hennessy Advisors Inc
California
$9.38M -$314K -3,100 -3%
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