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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 %
MDCM
351
Morgan Dempsey Capital Management
Wisconsin
$9.63M -$263K -2,692 -3%
ONB
352
Old National Bancorp
Indiana
$9.61M +$983K +10,068 +11%
KBC Group
353
KBC Group
Belgium
$9.58M – – –
PAS
354
Park Avenue Securities
New York
$9.57M -$845K -8,654 -8%
Holocene Advisors
355
Holocene Advisors
New York
$9.5M +$2.35M +24,102 +33%
PGFC
356
Peapack-Gladstone Financial Corp
New Jersey
$9.49M -$91.5K -937 -1%
LSERS
357
Louisiana State Employees Retirement System
Louisiana
$9.37M -$469K -4,800 -5%
RFC
358
Regions Financial Corp
Alabama
$9.34M -$238K -2,436 -2%
DADC
359
D.A. Davidson & Co
Montana
$9.17M +$303K +3,100 +3%
NP
360
NS Partners
United Kingdom
$9.15M -$134K -1,369 -1%
JCM
361
Janney Capital Management
Pennsylvania
$9.12M +$54.2K +555 +0.6%
WAS
362
Wealth Advisory Solutions
Indiana
$9.1M -$140K -1,436 -2%
CIC
363
Carnegie Investment Counsel
Ohio
$9.02M +$1.32M +13,518 +17%
CA
364
CSM Advisors
Pennsylvania
$9M -$107K -1,095 -1%
CCM
365
Canal Capital Management
Virginia
$9M +$2.41M +24,698 +37%
KAS
366
Kestra Advisory Services
Texas
$8.95M +$301K +3,081 +3%
Renaissance Technologies
367
Renaissance Technologies
New York
$8.94M -$91.3M -935,200 -91%
BHPW
368
Beverly Hills Private Wealth
California
$8.93M +$4.75M +49,342 +114%
ZB
369
Zions Bancorporation
Utah
$8.88M -$198K -2,029 -2%
VFM
370
Viking Fund Management
North Dakota
$8.81M +$2.27M +23,230 +35%
LW
371
Linscomb Wealth
Texas
$8.8M -$568K -5,821 -6%
ACM
372
Aquatic Capital Management
Illinois
$8.7M -$22.2M -227,900 -72%
CWP
373
CFM Wealth Partners
Texas
$8.66M -$5.17K -53 -0.1%
IMRF
374
Illinois Municipal Retirement Fund
Illinois
$8.61M -$12.4M -127,450 -59%
BPA
375
Beacon Pointe Advisors
California
$8.53M -$989K -10,130 -10%
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