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 %
VanEck Associates
451
VanEck Associates
New York
$5.46M +$180K +1,855 +3%
CS
452
Comerica Securities
Michigan
$5.41M +$18.8K +191 +0.3%
MHC
453
Meyer Handelman Company
New York
$5.4M – – –
PA
454
Pinnacle Associates
New York
$5.39M +$502K +5,164 +10%
KRSITF
455
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.36M -$38.1K -392 -0.7%
TRCT
456
Tower Research Capital (TRC)
New York
$5.36M +$2.16M +22,173 +67%
SAM
457
Silvercrest Asset Management
New York
$5.35M -$68.6K -705 -1%
MPM
458
Meritage Portfolio Management
Kansas
$5.34M +$4.56M +46,912 +588%
WAM
459
Wolverine Asset Management
Illinois
$5.33M -$321K -3,297 -6%
TCM
460
Teza Capital Management
Illinois
$5.3M +$5.3M +54,528 New
JFL
461
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.29M -$258K -2,650 -5%
WEG
462
World Equity Group
Illinois
$5.27M +$5.18M +201,748 +5,701%
TC
463
Taika Capital
Florida
$5.26M +$5.26M +54,100 New
IAA
464
Independent Advisor Alliance
North Carolina
$5.25M +$36.7K +377 +0.7%
NC
465
Nicholas Company
Wisconsin
$5.24M – – –
GAM
466
Gotham Asset Management
New York
$5.23M +$316K +3,252 +6%
SFO
467
Stokes Family Office
Louisiana
$5.2M +$73.8K +759 +1%
SI
468
Stephens Inc
Arkansas
$5.1M +$275K +2,829 +6%
APSI
469
Asset Planning Services Inc
Louisiana
$5.09M -$88K -905 -2%
BL
470
BCWM LLC
Kansas
$5.01M +$422K +4,340 +9%
Kayne Anderson Rudnick Investment Management
471
Kayne Anderson Rudnick Investment Management
California
$4.99M +$38.6K +397 +0.8%
API
472
Advisor Partners II
California
$4.95M +$81.6K +839 +2%
MCM
473
MAI Capital Management
Ohio
$4.94M +$288K +2,958 +6%
BS
474
Banco Santander
Spain
$4.92M +$775K +7,965 +19%
CA
475
Cullinan Associates
Kentucky
$4.92M +$267K +2,745 +6%
17 18
19
20 21