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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
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
DIA
476
Dean Investment Associates
Ohio
$4.67M -$21.3K -230 -0.5%
BIM
477
Bridges Investment Management
Nebraska
$4.67M -$71.8K -775 -2%
BSW
478
Buckingham Strategic Wealth
Missouri
$4.67M -$17.8K -192 -0.4%
BL
479
BCWM LLC
Kansas
$4.65M -$14.4K -156 -0.3%
IWC
480
Integrated Wealth Concepts
Massachusetts
$4.63M +$333K +3,601 +8%
AA
481
Antipodean Advisors
New York
$4.63M +$4.63M +50,000 New
CW
482
Connectus Wealth
Ohio
$4.59M +$1.97M +21,283 +75%
Kayne Anderson Rudnick Investment Management
483
Kayne Anderson Rudnick Investment Management
California
$4.58M -$43K -464 -0.9%
MYAM
484
Meiji Yasuda Asset Management
Japan
$4.55M +$205K +2,210 +5%
AMM
485
American Money Management
California
$4.53M -$7.13K -77 -0.2%
CCG
486
Cloverfields Capital Group
Minnesota
$4.51M -$70.7K -764 -2%
AF
487
Allworth Financial
California
$4.49M +$176K +1,905 +4%
VFA
488
Valeo Financial Advisors
Indiana
$4.45M -$32K -346 -0.7%
AF
489
Ally Financial
Michigan
$4.44M +$1.94M +21,000 +78%
CI Investments Inc
490
CI Investments Inc
Ontario, Canada
$4.44M +$124K +1,341 +3%
MGP
491
Metis Global Partners
California
$4.42M +$123K +1,324 +3%
TI
492
Tidal Investments
Wisconsin
$4.41M +$1.19M +12,851 +37%
WWA
493
WCG Wealth Advisors
Nevada
$4.4M +$558K +5,956 +15%
HPC
494
HM Payson & Co
Maine
$4.39M -$46.5K -502 -1%
SC
495
Searle & Co
Connecticut
$4.39M – – –
BHPW
496
Beverly Hills Private Wealth
California
$4.38M -$4.21M -45,478 -49%
RWM
497
Ritholtz Wealth Management
New York
$4.35M +$2.38M +25,734 +121%
BDAM
498
Blue Door Asset Management
Connecticut
$4.35M +$4.35M +47,000 New
Luther King Capital Management (LKCM)
499
Luther King Capital Management (LKCM)
Texas
$4.33M -$87.1K -941 -2%
SFS
500
Sowell Financial Services
Arkansas
$4.29M -$1.17M -12,419 -21%
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