PM icon

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
$1.59B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.58B
3
DCP
D1 Capital Partners
New York
$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$293M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.02B

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$8.77M
2
GQG Partners
GQG Partners
Florida
$10.9M
3
Capital International Investors
Capital International Investors
California
$9.49B
4
Viking Global Investors
Viking Global Investors
Connecticut
$553M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$737M -$38.4M -414,729 -5%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$630M +$1.86M +20,092 +0.3%
GRQ
28
Gardner Russo & Quinn
Pennsylvania
$578M -$6.86M -74,068 -1%
IFP
29
Independent Franchise Partners
United Kingdom
$576M -$7.42M -80,135 -1%
Viking Global Investors
30
Viking Global Investors
Connecticut
$553M -$285M -3,083,708 -34%
Swiss National Bank
31
Swiss National Bank
Switzerland
$462M -$56.8M -613,100 -11%
Goldman Sachs
32
Goldman Sachs
New York
$460M +$88.4M +955,140 +24%
Boston Partners
33
Boston Partners
Massachusetts
$456M +$127M +1,372,520 +38%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$448M +$88.8M +958,894 +25%
Barrow, Hanley, Mewhinney & Strauss
35
Barrow, Hanley, Mewhinney & Strauss
Texas
$444M +$18.7M +202,315 +4%
FIS
36
Fundsmith Investment Services
Mauritius
$414M +$5.98M +64,586 +1%
Franklin Resources
37
Franklin Resources
California
$408M +$146K +1,582 +0%
AllianceBernstein
38
AllianceBernstein
Tennessee
$407M -$8.21M -88,691 -2%
UBS AM
39
UBS AM
Illinois
$379M +$27.4M +296,053 +8%
Barclays
40
Barclays
United Kingdom
$366M +$69.6M +752,316 +24%
Citadel Advisors
41
Citadel Advisors
Florida
$356M +$78.3M +846,010 +28%
Wells Fargo
42
Wells Fargo
California
$353M -$30.3M -327,008 -8%
Massachusetts Financial Services
43
Massachusetts Financial Services
Massachusetts
$333M -$13.3M -143,885 -4%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$319M +$40.9M +442,000 +15%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$309M -$7.55M -81,521 -2%
National Bank of Canada
46
National Bank of Canada
Quebec, Canada
$293M +$267M +2,921,136 +1,034%
LCOV
47
London Company of Virginia
Virginia
$288M +$98.8M +1,066,871 +52%
DCP
48
D1 Capital Partners
New York
$283M +$283M +3,056,044 New
First Trust Advisors
49
First Trust Advisors
Illinois
$269M -$22.6M -243,812 -8%
UBS Group
50
UBS Group
Switzerland
$268M -$61.5M -664,483 -19%
1
2
3 4 5