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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
+$1.18B
2
Capital International Investors
Capital International Investors
California
+$447M
3
Citadel Advisors
Citadel Advisors
Florida
+$340M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$211M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$136M

Top Sellers

1
BlackRock
BlackRock
New York
-$756M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$567M
3
GQG Partners
GQG Partners
Florida
-$262M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$240M
5
State Street
State Street
Massachusetts
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
376
Connectus Wealth
Ohio
$8.22M -$2.72M -27,876 -25%
AssetMark Inc
377
AssetMark Inc
California
$8.14M +$1.75M +17,955 +27%
CCM
378
Channing Capital Management
Illinois
$8.11M -$2.64M -27,153 -25%
BCA
379
Bernzott Capital Advisors
California
$8.07M -$2.02M -20,789 -20%
Lido Advisors
380
Lido Advisors
California
$8.02M +$416K +4,281 +5%
SCA
381
Snowden Capital Advisors
New York
$7.88M -$213K -2,187 -3%
USCWA
382
U.S. Capital Wealth Advisors
Texas
$7.83M +$484K +4,979 +7%
EGM
383
Engineers Gate Manager
New York
$7.68M +$7.68M +78,984 New
CIC
384
Carnegie Investment Counsel
Ohio
$7.67M +$661K +6,801 +9%
MCM
385
Mill Capital Management
North Carolina
$7.67M -$324K -3,333 -4%
BFS
386
Bard Financial Services
Connecticut
$7.65M -$625K -6,425 -8%
SIG
387
Sky Investment Group
Connecticut
$7.62M +$210K +2,161 +3%
NWM
388
NEIRG Wealth Management
Massachusetts
$7.59M +$215K +2,212 +3%
ASN
389
Advisory Services Network
Georgia
$7.45M +$608K +6,251 +9%
ECP
390
Epacria Capital Partners
Colorado
$7.41M +$885K +9,096 +14%
SS
391
Simplicity Solutions
Minnesota
$7.32M +$3.94M +40,490 +117%
GT
392
Glenview Trust
Kentucky
$7.27M +$190K +1,952 +3%
HCM
393
Hutner Capital Management
Vermont
$7.27M -$29.7K -305 -0.4%
DIA
394
Dana Investment Advisors
Wisconsin
$7.25M +$361K +3,712 +5%
EGA
395
Eagle Global Advisors
Texas
$7.23M +$43.5K +447 +0.6%
VAS
396
Vestmark Advisory Solutions
Massachusetts
$7.16M +$408K +4,191 +6%
IMA
397
Investment Management Associates
Colorado
$7.15M +$364K +3,747 +5%
VI
398
Vestcor Inc
New Brunswick, Canada
$7.12M -$13.5K -139 -0.2%
Holocene Advisors
399
Holocene Advisors
New York
$7.12M +$7.12M +73,228 New
FHA
400
First Horizon Advisors
Tennessee
$7.11M +$493K +5,073 +7%
14 15
16
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