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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
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
476
Avantax Advisory Services
Texas
$4.67M +$183K +1,810 +4%
AF
477
Allworth Financial
California
$4.65M -$154K -1,521 -3%
GIA
478
Guyasuta Investment Advisors
Pennsylvania
$4.63M -$30.4K -300 -0.7%
Citadel Advisors
479
Citadel Advisors
Florida
$4.62M -$8.03M -79,380 -63%
TNBTD
480
Trustmark National Bank Trust Department
Mississippi
$4.59M +$1.92M +19,011 +72%
SC
481
Scotia Capital
Ontario, Canada
$4.5M +$8.91K +88 +0.2%
FB
482
Fulton Bank
Pennsylvania
$4.49M -$68.5K -677 -2%
AAS
483
Annex Advisory Services
Wisconsin
$4.48M -$116K -1,149 -3%
CWP
484
Cyndeo Wealth Partners
Florida
$4.47M +$4.47M +44,151 New
SBIA
485
Sheaff Brock Investment Advisors
Indiana
$4.46M +$22.9K +226 +0.5%
CK
486
Cohen Klingenstein
New York
$4.42M – – –
DIA
487
Dean Investment Associates
Ohio
$4.38M +$857K +8,468 +24%
VFA
488
Valeo Financial Advisors
Indiana
$4.36M +$643K +6,351 +17%
BS
489
Banco Santander
Spain
$4.32M +$243K +2,405 +6%
SC
490
Searle & Co
Connecticut
$4.31M +$50.6K +500 +1%
OPCM
491
Osborne Partners Capital Management
California
$4.3M -$6.07K -60 -0.1%
FVWA
492
Foster Victor Wealth Advisors
South Carolina
$4.3M +$281K +2,713 +7%
Wolverine Trading
493
Wolverine Trading
Illinois
$4.25M +$2.39M +23,604 +128%
BOTW
494
Bank of the West
California
$4.24M +$179K +1,770 +4%
LBC
495
Lowe Brockenbrough & Co
Virginia
$4.23M +$22.9K +223 +0.5%
SVWAG
496
Sound View Wealth Advisors Group
Georgia
$4.21M +$2.45M +25,990 +139%
VCM
497
Violich Capital Management
California
$4.19M -$30.4K -300 -0.7%
EF
498
Empirical Finance
Pennsylvania
$4.14M +$327K +3,232 +9%
CIA
499
Citadel Investment Advisory
Ohio
$4.11M -$27.8K -275 -0.7%
BWP
500
Baldwin Wealth Partners
Massachusetts
$4.06M +$3.52M +34,802 +660%
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