PM icon

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 %
CIA
401
Capital Investment Advisors
Georgia
$7.09M -$253K -2,602 -3%
1IA
402
1834 Investment Advisors
Wisconsin
$7.08M +$955K +9,815 +16%
SMI
403
Shelter Mutual Insurance
Missouri
$7M – – –
NMERB
404
New Mexico Educational Retirement Board
New Mexico
$6.97M -$224K -2,300 -3%
FA
405
FDx Advisors
Illinois
$6.97M – – –
DWM
406
Dorchester Wealth Management
Quebec, Canada
$6.93M +$34.5K +355 +0.5%
SAM
407
SP Asset Management
California
$6.91M -$77K -792 -1%
MLICM
408
Metropolitan Life Insurance Company (MetLife)
New York
$6.74M -$1.79M -18,358 -21%
Nordea Investment Management
409
Nordea Investment Management
Sweden
$6.74M +$30.7K +316 +0.5%
WIS
410
Wright Investors Service
Connecticut
$6.65M -$92.1K -947 -1%
FFIC
411
First Fiduciary Investment Counsel
Ohio
$6.63M -$4.96M -51,016 -43%
CCM
412
Canal Capital Management
Virginia
$6.56M +$641K +6,589 +11%
CDH
413
Charles D. Hyman
$6.56M +$31.4K +323 +0.5%
BFG
414
Bleakley Financial Group
New Jersey
$6.55M +$742K +7,633 +13%
CNBTD
415
Citizens National Bank Trust Department
Mississippi
$6.55M -$31.2K -321 -0.5%
VFM
416
Viking Fund Management
North Dakota
$6.52M +$486K +5,000 +8%
GF
417
Gabelli Funds
New York
$6.52M +$6.52M +67,000 New
CG
418
Colony Group
Massachusetts
$6.52M -$831K -8,542 -11%
SPIA
419
Steward Partners Investment Advisory
New York
$6.4M -$162K -1,662 -2%
PAG
420
Private Advisor Group
New Jersey
$6.35M -$390K -4,009 -6%
CIBC Private Wealth Group
421
CIBC Private Wealth Group
Georgia
$6.29M +$628K +6,693 +11%
AUB
422
Atlantic Union Bankshares
Virginia
$6.28M -$229K -2,358 -4%
SG Americas Securities
423
SG Americas Securities
New York
$6.28M +$5.9M +60,682 +1,558%
OC
424
Oppenheimer & Co
New York
$6.26M -$621K -6,382 -9%
BFA
425
Benedict Financial Advisors
Georgia
$6.2M +$348K +3,579 +6%
15 16
17
18 19