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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 %
UAS
426
United Asset Strategies
New York
$6.43M +$259K +2,651 +4%
BFA
427
Benedict Financial Advisors
Georgia
$6.35M +$122K +1,245 +2%
CI
428
Capital International
California
$6.19M +$106K +1,084 +2%
ATC
429
Argent Trust Co
Tennessee
$6.15M +$664K +6,797 +12%
DI
430
DFPG Investments
Utah
$6.14M +$49.1K +497 +0.8%
WIS
431
Wright Investors Service
Connecticut
$6.07M -$607K -6,219 -9%
KGC
432
Kennon-Green & Company
Ohio
$6.04M -$163K -1,670 -3%
OC
433
Oppenheimer & Co
New York
$5.99M -$291K -2,984 -5%
NSAM
434
North Star Asset Management
Wisconsin
$5.97M -$25K -256 -0.4%
SG Americas Securities
435
SG Americas Securities
New York
$5.95M -$355K -3,638 -6%
PA
436
Pinnacle Associates
New York
$5.9M +$481K +4,932 +9%
CIM
437
Contrarius Investment Management
Jersey
$5.89M -$2.91M -29,822 -33%
KJHP
438
K.J. Harrison & Partners
Ontario, Canada
$5.84M +$1.46M +15,000 +33%
Aviva
439
Aviva
United Kingdom
$5.82M +$14.7K +151 +0.3%
CP
440
CenterBook Partners
Connecticut
$5.82M +$2.81M +28,775 +93%
SFS
441
Sowell Financial Services
Arkansas
$5.74M +$1.3M +13,124 +29%
DWM
442
Dakota Wealth Management
Florida
$5.72M +$7.61K +78 +0.1%
HC
443
Hourglass Capital
Texas
$5.66M +$68.3K +700 +1%
MFG
444
Merit Financial Group
Georgia
$5.61M -$156K -1,596 -3%
SI
445
Stephens Inc
Arkansas
$5.59M +$474K +4,855 +9%
CIBC Private Wealth Group
446
CIBC Private Wealth Group
Georgia
$5.59M -$960K -9,838 -15%
HAI
447
Hennessy Advisors Inc
California
$5.58M -$312K -3,200 -5%
Lido Advisors
448
Lido Advisors
California
$5.54M -$2.51M -25,707 -31%
SAM
449
Silvercrest Asset Management
New York
$5.49M +$121K +1,243 +2%
WJWM
450
Williams Jones Wealth Management
New York
$5.47M -$150K -1,538 -3%
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