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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
LDB
426
Lee, Danner & Bass
Tennessee
$5.87M -$50.6K -500 -0.9%
WJWM
427
Williams Jones Wealth Management
New York
$5.85M -$349K -3,453 -6%
HC
428
Hourglass Capital
Texas
$5.81M -$32.2K -318 -0.6%
BIM
429
Bridges Investment Management
Nebraska
$5.79M -$251K -2,476 -4%
JFL
430
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.77M -$81K -800 -1%
PFO
431
Pathstone Family Office
New Jersey
$5.73M +$1.55M +24,634 +37%
PM
432
Phraction Management
Connecticut
$5.66M +$318K +3,140 +6%
SAM
433
Silvercrest Asset Management
New York
$5.64M +$19.2K +190 +0.3%
KRSITF
434
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.62M – – –
MHC
435
Meyer Handelman Company
New York
$5.62M – – –
AWS
436
Atria Wealth Solutions
New York
$5.62M +$247K +2,416 +5%
CS
437
Comerica Securities
Michigan
$5.61M +$351K +3,427 +7%
DWM
438
Dakota Wealth Management
Florida
$5.59M +$1.81M +17,850 +48%
CCG
439
Cypress Capital Group
Florida
$5.54M +$43.5K +430 +0.8%
SFA
440
Semmax Financial Advisors
North Carolina
$5.53M -$37K -365 -0.7%
VanEck Associates
441
VanEck Associates
New York
$5.49M +$258K +2,545 +5%
CIM
442
Contrarius Investment Management
Jersey
$5.49M -$3.69M -36,471 -40%
KJHP
443
K.J. Harrison & Partners
Ontario, Canada
$5.48M +$5.48M +40,008 New
NC
444
Nicholas Company
Wisconsin
$5.46M – – –
RJT
445
Raymond James Trust
Florida
$5.43M +$110K +1,089 +2%
OPS
446
Orion Portfolio Solutions
Nebraska
$5.41M +$523K +5,171 +11%
BRWA
447
B. Riley Wealth Advisors
Florida
$5.4M +$504K +4,931 +10%
APSI
448
Asset Planning Services Inc
Louisiana
$5.39M +$24.3K +240 +0.5%
CI
449
Capital International
California
$5.34M +$214K +2,111 +4%
SFO
450
Stokes Family Office
Louisiana
$5.34M +$126K +1,241 +2%
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