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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
1
Capital World Investors
California
$10.9B
2
Capital International Investors
2
Capital International Investors
California
$10.2B
3
Citadel Advisors
3
Citadel Advisors
Florida
$344M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$879M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.2B

Top Sellers

1
BlackRock
1
BlackRock
New York
$9.18B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$4.78B
3
GQG Partners
3
GQG Partners
Florida
$2.1B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.7B
5
State Street
5
State Street
Massachusetts
$5.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$815M -$1.27M -13,097 -0.2%
Mitsubishi UFJ Asset Management
27
Mitsubishi UFJ Asset Management
Japan
$752M +$33.4M +343,845 +5%
GRQ
28
Gardner Russo & Quinn
Pennsylvania
$625M -$2.71M -27,865 -0.4%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$605M -$94.2M -969,085 -13%
IFP
30
Independent Franchise Partners
United Kingdom
$605M -$3.11M -32,026 -0.5%
Swiss National Bank
31
Swiss National Bank
Switzerland
$598M -$14.4M -148,000 -2%
Goldman Sachs
32
Goldman Sachs
New York
$506M +$57.4M +590,650 +13%
AllianceBernstein
33
AllianceBernstein
Tennessee
$467M +$40.6M +417,564 +10%
Barrow, Hanley, Mewhinney & Strauss
34
Barrow, Hanley, Mewhinney & Strauss
Texas
$430M +$13.2M +135,272 +3%
FIS
35
Fundsmith Investment Services
Mauritius
$429M – – –
Wells Fargo
36
Wells Fargo
California
$401M +$45.5M +467,665 +13%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$395M -$1.06M -10,912 -0.3%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$388M -$8.45M -86,894 -2%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$379M +$29.2M +300,430 +8%
UBS AM
40
UBS AM
Illinois
$369M +$465K +4,781 +0.1%
UBS Group
41
UBS Group
Switzerland
$363M +$2.11M +21,685 +0.6%
Citadel Advisors
42
Citadel Advisors
Florida
$344M +$340M +3,492,083 +7,644%
Franklin Resources
43
Franklin Resources
California
$339M -$25.8M -265,521 -7%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$328M +$63.5M +653,403 +24%
First Trust Advisors
45
First Trust Advisors
Illinois
$311M +$27.5M +282,502 +10%
Canada Pension Plan Investment Board
46
Canada Pension Plan Investment Board
Ontario, Canada
$295M +$78.5M +806,818 +36%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$288M -$578K -5,947 -0.2%
AI
48
Ariel Investments
Illinois
$285M -$61.9M -636,648 -18%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$283M +$5.89M +60,523 +2%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$267M +$58K +596 +0%
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