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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
Capital World Investors
California
+$1.18B
2
Capital International Investors
Capital International Investors
California
+$447M
3
Citadel Advisors
Citadel Advisors
Florida
+$340M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$211M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$136M

Top Sellers

1
BlackRock
BlackRock
New York
-$756M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$567M
3
GQG Partners
GQG Partners
Florida
-$262M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$240M
5
State Street
State Street
Massachusetts
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
476
Dean Investment Associates
Ohio
$4.9M +$696K +7,160 +17%
CCG
477
Cypress Capital Group
Florida
$4.89M -$434K -4,460 -8%
OLA
478
Oliver Luxxe Assets
New Jersey
$4.84M +$66.1K +680 +1%
AF
479
Allworth Financial
California
$4.84M +$369K +3,795 +8%
Luther King Capital Management (LKCM)
480
Luther King Capital Management (LKCM)
Texas
$4.81M +$63.4K +652 +1%
TCM
481
Tufton Capital Management
Maryland
$4.8M -$70.9K -729 -1%
AAS
482
Avantax Advisory Services
Texas
$4.75M +$266K +2,732 +6%
JFGIW
483
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.73M -$2.42M -24,904 -34%
PL
484
Parkwood LLC
Ohio
$4.73M +$4.28K +44 +0.1%
MYAM
485
Meiji Yasuda Asset Management
Japan
$4.73M +$351K +3,610 +8%
SC
486
Searle & Co
Connecticut
$4.72M +$460K +4,600 +11%
QIM
487
Quantitative Investment Management
Virginia
$4.71M +$4.71M +48,463 New
AMM
488
American Money Management
California
$4.69M +$206K +2,119 +5%
MGP
489
Metis Global Partners
California
$4.67M +$1.54M +15,854 +49%
SAM
490
Shell Asset Management
Netherlands
$4.65M +$104K +1,072 +2%
Wealth Enhancement Advisory Services
491
Wealth Enhancement Advisory Services
Minnesota
$4.65M +$4.65M +47,782 New
HPC
492
HM Payson & Co
Maine
$4.54M -$40.2K -413 -0.9%
CCG
493
Cloverfields Capital Group
Minnesota
$4.48M +$834K +8,571 +23%
GIA
494
Guyasuta Investment Advisors
Pennsylvania
$4.45M +$8.07K +83 +0.2%
PNAA
495
Pictet North America Advisors
Switzerland
$4.42M +$2.49M +25,608 +129%
CB
496
Cadence Bank
Mississippi
$4.42M +$2.71M +27,890 +159%
VFA
497
Valeo Financial Advisors
Indiana
$4.39M +$200K +2,058 +5%
KJHP
498
K.J. Harrison & Partners
Ontario, Canada
$4.38M +$486K +5,000 +12%
SFS
499
Sowell Financial Services
Arkansas
$4.37M -$1.33M -13,670 -23%
BRWA
500
B. Riley Wealth Advisors
Florida
$4.35M -$834K -8,487 -16%
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