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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 %
NO
376
Ninety One
South Africa
$8.52M -$16.2M -165,235 -65%
KFP
377
Keystone Financial Planning
Ohio
$8.49M +$116K +1,193 +1%
BFIM
378
Beese Fulmer Investment Management
Ohio
$8.46M +$39K +400 +0.5%
HFS
379
Hantz Financial Services
Michigan
$8.35M +$33.5K +343 +0.4%
HWA
380
Heritage Wealth Advisors
Virginia
$8.33M +$2.22M +22,699 +36%
CCM
381
Channing Capital Management
Illinois
$8.24M +$90.8K +930 +1%
IMA
382
Investment Management Associates
Colorado
$8.22M +$1.05M +10,712 +15%
DIA
383
Dana Investment Advisors
Wisconsin
$8.2M +$922K +9,441 +13%
CB
384
Cadence Bank
Mississippi
$8.17M +$3.74M +38,262 +84%
RC
385
RBF Capital
California
$8.13M -$390K -4,000 -5%
MCM
386
Mill Capital Management
North Carolina
$8.02M +$317K +3,252 +4%
BCA
387
Bernzott Capital Advisors
California
$7.97M -$140K -1,436 -2%
SCA
388
Snowden Capital Advisors
New York
$7.93M +$18K +184 +0.2%
SS
389
Simplicity Solutions
Minnesota
$7.92M +$572K +5,859 +8%
SIG
390
Sky Investment Group
Connecticut
$7.83M +$173K +1,777 +2%
KIC
391
Keating Investment Counselors
Florida
$7.79M -$582K -5,957 -7%
USCWA
392
U.S. Capital Wealth Advisors
Texas
$7.67M -$188K -1,930 -2%
GT
393
Glenview Trust
Kentucky
$7.6M +$299K +3,062 +4%
BFS
394
Bard Financial Services
Connecticut
$7.58M -$95.2K -975 -1%
Robeco Institutional Asset Management
395
Robeco Institutional Asset Management
Netherlands
$7.54M -$3.61M -36,979 -32%
ECP
396
Epacria Capital Partners
Colorado
$7.5M +$65.2K +668 +0.9%
1IA
397
1834 Investment Advisors
Wisconsin
$7.49M +$375K +3,840 +5%
NMERB
398
New Mexico Educational Retirement Board
New Mexico
$7.35M +$351K +3,600 +5%
FHA
399
First Horizon Advisors
Tennessee
$7.26M +$124K +1,270 +2%
BFG
400
Bleakley Financial Group
New Jersey
$7.22M +$644K +6,601 +10%
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