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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
$10.2B
2
Capital World Investors
Capital World Investors
California
$10.1B
3
GQG Partners
GQG Partners
Florida
$2.46B
4
AWA
Arete Wealth Advisors
Illinois
$1.28B
5
Vanguard Group
Vanguard Group
Pennsylvania
$13.6B

Top Sellers

1
CWM
CIBC World Markets
New York
$24.1M
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.56B
3
Fidelity International
Fidelity International
Bermuda
$20.2M
4
Jane Street
Jane Street
New York
$13.2M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.43B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$849M -$65.8M -650,531 -7%
Mitsubishi UFJ Asset Management
27
Mitsubishi UFJ Asset Management
Japan
$749M +$50.2M +496,017 +7%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$728M -$161M -1,592,360 -18%
Federated Hermes
29
Federated Hermes
Pennsylvania
$695M +$53.3M +526,226 +8%
GRQ
30
Gardner Russo & Quinn
Pennsylvania
$654M -$39.9M -394,091 -6%
Swiss National Bank
31
Swiss National Bank
Switzerland
$638M -$42.3M -417,622 -6%
IFP
32
Independent Franchise Partners
United Kingdom
$633M -$8.14M -80,451 -1%
Goldman Sachs
33
Goldman Sachs
New York
$467M -$46.7M -461,876 -9%
FIS
34
Fundsmith Investment Services
Mauritius
$446M – – –
AllianceBernstein
35
AllianceBernstein
Tennessee
$444M -$850K -8,396 -0.2%
Barrow, Hanley, Mewhinney & Strauss
36
Barrow, Hanley, Mewhinney & Strauss
Texas
$434M +$110M +1,088,034 +34%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$413M -$20.1M -198,262 -5%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$412M -$17.9M -176,975 -4%
UBS AM
39
UBS AM
Illinois
$383M -$11.8M -116,558 -3%
Franklin Resources
40
Franklin Resources
California
$379M -$134M -1,324,708 -26%
UBS Group
41
UBS Group
Switzerland
$375M +$87.7M +866,378 +30%
Wells Fargo
42
Wells Fargo
California
$370M +$7.24M +71,492 +2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$364M +$19.8M +195,502 +6%
AI
44
Ariel Investments
Illinois
$361M -$1.43M -14,152 -0.4%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$301M +$3.7M +36,509 +1%
First Trust Advisors
46
First Trust Advisors
Illinois
$295M +$75.6M +746,492 +34%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$286M +$3.82M +37,700 +1%
Deutsche Bank
48
Deutsche Bank
Germany
$280M -$4.44M -43,883 -2%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$278M +$11.2M +110,957 +4%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$276M +$94.3M +931,659 +52%
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