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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 %
CC
326
Centiva Capital
New York
$11.5M +$11.5M +118,326 New
CSIC
327
Clifford Swan Investment Counsel
California
$11.5M -$84.2K -866 -0.7%
CTC
328
Central Trust Company
Missouri
$11.4M +$31.6K +325 +0.3%
CA
329
Cetera Advisors
Colorado
$11.3M +$562K +5,779 +5%
SF
330
Synovus Financial
Georgia
$11.2M +$101K +1,034 +0.9%
MG
331
Markel Group
Virginia
$11.1M – – –
Wealthfront Advisers
332
Wealthfront Advisers
California
$11.1M -$1.29M -13,276 -10%
Robeco Institutional Asset Management
333
Robeco Institutional Asset Management
Netherlands
$11.1M -$2.78M -28,630 -20%
VAM
334
Veritas Asset Management
United Kingdom
$11M -$1.97M -20,273 -15%
AAM
335
AR Asset Management
California
$10.9M – – –
BF
336
BOK Financial
Oklahoma
$10.8M -$2.37M -24,401 -18%
AIM
337
Artemis Investment Management
United Kingdom
$10.8M +$2.79M +28,720 +35%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$10.7M +$914K +9,394 +9%
HIMC
339
Heritage Investors Management Corp
Maryland
$10.4M -$63.9K -657 -0.6%
PAS
340
Park Avenue Securities
New York
$10.4M +$814K +8,372 +9%
BG
341
Bollard Group
Massachusetts
$10.4M +$107K +1,102 +1%
DAM
342
Deltec Asset Management
New York
$10.3M +$3.86M +39,694 +60%
NCM
343
Narwhal Capital Management
Georgia
$10.3M +$1.17M +12,079 +13%
PFP
344
Pinnacle Financial Partners
Tennessee
$10.3M +$628K +6,461 +7%
PAM
345
Panagora Asset Management
Massachusetts
$10.2M -$9.74M -100,190 -49%
IIM
346
INTECH Investment Management
Florida
$10.2M +$887K +9,118 +10%
NA
347
NewEdge Advisors
Louisiana
$10M -$338K -3,499 -3%
MDCM
348
Morgan Dempsey Capital Management
Wisconsin
$9.86M +$217K +2,234 +2%
CM
349
Churchill Management
California
$9.86M +$433K +4,457 +5%
LSERS
350
Louisiana State Employees Retirement System
Louisiana
$9.8M +$58.4K +600 +0.6%
12 13
14
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