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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 %
Legal & General Group
26
Legal & General Group
United Kingdom
$817M -$744K -7,618 -0.1%
Mitsubishi UFJ Asset Management
27
Mitsubishi UFJ Asset Management
Japan
$783M +$27.6M +282,523 +4%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$662M +$55.3M +566,773 +9%
GRQ
29
Gardner Russo & Quinn
Pennsylvania
$616M -$11.3M -115,961 -2%
IFP
30
Independent Franchise Partners
United Kingdom
$616M +$8.45M +86,540 +1%
Swiss National Bank
31
Swiss National Bank
Switzerland
$547M -$53.3M -546,500 -9%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$448M +$16.7M +170,632 +4%
AllianceBernstein
33
AllianceBernstein
Tennessee
$437M -$31.4M -322,067 -7%
Franklin Resources
34
Franklin Resources
California
$431M +$90.7M +929,175 +27%
FIS
35
Fundsmith Investment Services
Mauritius
$430M – – –
GQG Partners
36
GQG Partners
Florida
$408M -$1.7B -17,393,818 -81%
Wells Fargo
37
Wells Fargo
California
$404M +$1.78M +18,261 +0.4%
Goldman Sachs
38
Goldman Sachs
New York
$392M -$116M -1,186,981 -23%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$379M -$1.58M -16,196 -0.4%
UBS AM
40
UBS AM
Illinois
$369M – – –
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$365M -$24.5M -250,490 -6%
Boston Partners
42
Boston Partners
Massachusetts
$348M +$322M +3,299,188 +1,225%
UBS Group
43
UBS Group
Switzerland
$348M -$16.4M -168,045 -5%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$334M -$61.8M -632,701 -16%
Neuberger Berman Group
45
Neuberger Berman Group
New York
$313M -$16.5M -169,105 -5%
Barclays
46
Barclays
United Kingdom
$312M +$123M +1,259,598 +65%
Mackenzie Financial
47
Mackenzie Financial
Ontario, Canada
$308M +$61.7M +626,260 +25%
First Trust Advisors
48
First Trust Advisors
Illinois
$308M -$4.73M -48,475 -2%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$293M -$2.4M -24,600 -0.8%
Citadel Advisors
50
Citadel Advisors
Florida
$293M -$52.6M -538,832 -15%
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