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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 %
AMM
476
American Money Management
California
$4.79M +$75K +768 +2%
EF
477
Empirical Finance
Pennsylvania
$4.75M +$525K +5,378 +12%
API
478
Advisor Partners II
California
$4.73M -$241K -2,468 -5%
SC
479
Searle & Co
Connecticut
$4.73M +$19.9K +200 +0.4%
VFA
480
Valeo Financial Advisors
Indiana
$4.73M +$319K +3,265 +7%
DA
481
Duality Advisers
Florida
$4.72M +$2.54M +26,026 +117%
TCM
482
Tufton Capital Management
Maryland
$4.68M -$137K -1,407 -3%
HPC
483
HM Payson & Co
Maine
$4.68M +$124K +1,275 +3%
Luther King Capital Management (LKCM)
484
Luther King Capital Management (LKCM)
Texas
$4.66M -$176K -1,798 -4%
PNAA
485
Pictet North America Advisors
Switzerland
$4.66M +$215K +2,201 +5%
MYAM
486
Meiji Yasuda Asset Management
Japan
$4.58M -$166K -1,699 -3%
FVWA
487
Foster Victor Wealth Advisors
South Carolina
$4.57M +$282K +2,896 +7%
CI Investments Inc
488
CI Investments Inc
Ontario, Canada
$4.55M -$23.4M -239,857 -84%
AF
489
Allworth Financial
California
$4.55M -$310K -3,177 -6%
MGP
490
Metis Global Partners
California
$4.53M -$149K -1,531 -3%
IWC
491
Integrated Wealth Concepts
Massachusetts
$4.53M +$355K +3,635 +8%
JFL
492
Jarislowsky, Fraser Ltd
Quebec, Canada
$4.48M -$829K -8,491 -16%
GIA
493
Guyasuta Investment Advisors
Pennsylvania
$4.4M -$69.1K -708 -2%
SBIA
494
Sheaff Brock Investment Advisors
Indiana
$4.39M +$72.2K +740 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
495
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.37M +$3.7M +37,886 +549%
FB
496
Fulton Bank
Pennsylvania
$4.33M +$17.4K +178 +0.4%
SC
497
Scotia Capital
Ontario, Canada
$4.28M -$28.9K -296 -0.7%
CK
498
Cohen Klingenstein
New York
$4.26M – – –
NWM
499
NEIRG Wealth Management
Massachusetts
$4.24M -$3.38M -34,574 -44%
CWP
500
Cyndeo Wealth Partners
Florida
$4.2M +$259K +2,652 +7%
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