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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
401
BOK Financial
Oklahoma
$7.28M -$2.22M -24,927 -23%
SPIA
402
Steward Partners Investment Advisory
New York
$7.21M +$745K +8,049 +12%
USCWA
403
U.S. Capital Wealth Advisors
Texas
$7.21M -$68.5K -740 -0.9%
GT
404
Glenview Trust
Kentucky
$7.1M -$110K -1,185 -2%
FFIC
405
First Fiduciary Investment Counsel
Ohio
$7.07M +$301K +3,248 +4%
Lido Advisors
406
Lido Advisors
California
$7.07M +$1.81M +19,554 +34%
ECP
407
Epacria Capital Partners
Colorado
$6.96M -$157K -1,696 -2%
AUB
408
Atlantic Union Bankshares
Virginia
$6.96M +$826K +8,927 +13%
Nordea Investment Management
409
Nordea Investment Management
Sweden
$6.91M +$80.9K +865 +1%
PAG
410
Private Advisor Group
New Jersey
$6.86M +$108K +1,165 +2%
WIS
411
Wright Investors Service
Connecticut
$6.84M +$1.09M +11,747 +19%
SS
412
Simplicity Solutions
Minnesota
$6.73M -$776K -8,383 -10%
HCM
413
Hutner Capital Management
Vermont
$6.73M -$59.9K -647 -0.9%
VPIM
414
Vanguard Personalized Indexing Management
California
$6.73M +$571K +6,172 +9%
BCA
415
Bernzott Capital Advisors
California
$6.72M -$836K -9,034 -11%
SAM
416
SP Asset Management
California
$6.7M +$33K +356 +0.5%
CIA
417
Capital Investment Advisors
Georgia
$6.68M -$61.3K -662 -0.9%
DWM
418
Dorchester Wealth Management
Quebec, Canada
$6.66M -$50K -540 -0.7%
AWS
419
Atria Wealth Solutions
New York
$6.56M +$258K +2,774 +4%
EGA
420
Eagle Global Advisors
Texas
$6.55M -$24.8K -268 -0.4%
MHC
421
Meyer Handelman Company
New York
$6.53M +$1.39M +15,000 +27%
LBC
422
Lowe Brockenbrough & Co
Virginia
$6.49M -$36.7K -391 -0.6%
BFG
423
Bleakley Financial Group
New Jersey
$6.39M -$461K -4,979 -7%
UAS
424
United Asset Strategies
New York
$6.35M +$258K +2,788 +4%
CNBTD
425
Citizens National Bank Trust Department
Mississippi
$6.24M -$7.04K -76 -0.1%
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