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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 %
KGC
426
Kennon-Green & Company
Ohio
$6.18M -$668K -6,874 -10%
UAS
427
United Asset Strategies
New York
$6.14M +$160K +1,650 +3%
Hotchkis & Wiley Capital Management
428
Hotchkis & Wiley Capital Management
California
$6.12M +$6.12M +62,975 New
DILIC
429
Dai-ichi Life Insurance Company
Japan
$6.1M – – –
HWA
430
Heritage Wealth Advisors
Virginia
$6.09M -$131K -1,345 -2%
VPIM
431
Vanguard Personalized Indexing Management
California
$6.08M +$435K +4,469 +8%
CI
432
Capital International
California
$6.06M +$928K +9,543 +18%
DI
433
DFPG Investments
Utah
$6M +$1.18M +12,141 +25%
NSAM
434
North Star Asset Management
Wisconsin
$5.97M -$46.2K -475 -0.8%
WMSA
435
Weiss Multi-Strategy Advisers
New York
$5.95M +$5.95M +61,205 New
AWS
436
Atria Wealth Solutions
New York
$5.92M +$524K +5,341 +10%
HAI
437
Hennessy Advisors Inc
California
$5.87M -$3.14M -32,300 -35%
CAM
438
Cresset Asset Management
Illinois
$5.8M +$19.2K +195 +0.3%
PM
439
Phraction Management
Connecticut
$5.79M +$356K +3,658 +7%
Aviva
440
Aviva
United Kingdom
$5.78M -$14.7M -151,141 -72%
MFG
441
Merit Financial Group
Georgia
$5.74M -$311K -3,196 -5%
DWM
442
Dakota Wealth Management
Florida
$5.69M +$319K +3,283 +6%
WJWM
443
Williams Jones Wealth Management
New York
$5.6M -$17.9K -184 -0.3%
TWC
444
TD Waterhouse Canada
Ontario, Canada
$5.57M -$703K -5,938 -11%
HC
445
Hourglass Capital
Texas
$5.57M -$20.4K -210 -0.4%
BIM
446
Bridges Investment Management
Nebraska
$5.55M -$4.86K -50 -0.1%
WG
447
Winton Group
United Kingdom
$5.53M -$1.05M -10,832 -16%
RJT
448
Raymond James Trust
Florida
$5.51M +$295K +3,038 +6%
LDB
449
Lee, Danner & Bass
Tennessee
$5.5M -$138K -1,422 -2%
ATC
450
Argent Trust Co
Tennessee
$5.47M +$397K +4,083 +8%
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