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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 %
ATC
451
Argent Trust Co
Tennessee
$5.25M -$591K -6,382 -10%
WJWM
452
Williams Jones Wealth Management
New York
$5.2M +$12.6K +136 +0.2%
HAI
453
Hennessy Advisors Inc
California
$5.18M -$111K -1,200 -2%
SAM
454
Silvercrest Asset Management
New York
$5.1M -$104K -1,119 -2%
MCM
455
MAI Capital Management
Ohio
$5.08M -$17.1K -185 -0.3%
VanEck Associates
456
VanEck Associates
New York
$5.07M +$88.3K +954 +2%
LDB
457
Lee, Danner & Bass
Tennessee
$5.07M -$83.3K -900 -2%
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.04M -$119K -1,284 -2%
DWM
459
Dakota Wealth Management
Florida
$5.02M -$402K -4,340 -7%
SFO
460
Stokes Family Office
Louisiana
$5.01M +$224K +2,424 +5%
EF
461
Empirical Finance
Pennsylvania
$4.99M +$480K +5,181 +11%
NSAM
462
North Star Asset Management
Wisconsin
$4.98M -$681K -7,359 -12%
SCA
463
Snowden Capital Advisors
New York
$4.97M -$2.55M -27,528 -34%
NC
464
Nicholas Company
Wisconsin
$4.97M -$20.8K -225 -0.4%
CIBC Private Wealth Group
465
CIBC Private Wealth Group
Georgia
$4.97M -$329K -3,556 -6%
APSI
466
Asset Planning Services Inc
Louisiana
$4.91M +$87K +940 +2%
AAS
467
Avantax Advisory Services
Texas
$4.89M +$230K +2,487 +5%
CA
468
Clearstead Advisors
Ohio
$4.87M +$2.45M +26,501 +102%
Hudson Bay Capital Management
469
Hudson Bay Capital Management
Connecticut
$4.8M +$4.8M +51,795 New
SFA
470
Semmax Financial Advisors
North Carolina
$4.76M +$4.76M +52,918 New
JIC
471
Johnson Investment Counsel
Ohio
$4.75M +$1.69M +18,228 +55%
CA
472
Cullinan Associates
Kentucky
$4.74M +$64.1K +692 +1%
OLA
473
Oliver Luxxe Assets
New Jersey
$4.7M +$65.9K +712 +1%
SI
474
Stephens Inc
Arkansas
$4.69M -$618K -6,677 -12%
CCG
475
Cypress Capital Group
Florida
$4.69M +$29.8K +322 +0.6%
17 18
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