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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 %
IAIM
501
Industrial Alliance Investment Management
Quebec, Canada
$4.32M +$3.28M +33,718 +316%
SBIA
502
Sheaff Brock Investment Advisors
Indiana
$4.31M +$18.1K +186 +0.4%
FB
503
Fulton Bank
Pennsylvania
$4.3M -$13.6K -140 -0.3%
FC
504
FORA Capital
Florida
$4.3M +$3.41M +35,074 +385%
FVWA
505
Foster Victor Wealth Advisors
South Carolina
$4.29M +$246K +2,519 +6%
SC
506
Scotia Capital
Ontario, Canada
$4.29M -$39.4K -405 -0.9%
FCH
507
Freestone Capital Holdings
Washington
$4.26M -$252K -2,592 -6%
CK
508
Cohen Klingenstein
New York
$4.25M – – –
BHPW
509
Beverly Hills Private Wealth
California
$4.22M +$869K +8,935 +26%
UCFA
510
United Capital Financial Advisors
Texas
$4.22M -$386K -3,967 -8%
EF
511
Empirical Finance
Pennsylvania
$4.21M +$233K +2,398 +6%
LBC
512
Lowe Brockenbrough & Co
Virginia
$4.18M +$113K +1,147 +3%
QT
513
Quantbot Technologies
New York
$4.18M +$3.77M +38,808 +935%
IWC
514
Integrated Wealth Concepts
Massachusetts
$4.16M +$2.62M +26,966 +170%
OPCM
515
Osborne Partners Capital Management
California
$4.15M +$22.9K +235 +0.6%
VV
516
Verity & Verity
South Carolina
$4.11M -$509K -5,229 -11%
FCB
517
First County Bank
Connecticut
$4.08M +$252K +2,596 +7%
VCM
518
Violich Capital Management
California
$4.02M – – –
AAS
519
Annex Advisory Services
Wisconsin
$4.02M -$287K -2,950 -7%
VIA
520
Vident Investment Advisory
Georgia
$4M -$16.7M -171,935 -81%
CIA
521
Citadel Investment Advisory
Ohio
$3.97M +$19.4K +200 +0.5%
TNB
522
Thomasville National Bank
Georgia
$3.93M +$158K +1,622 +4%
CWP
523
Cyndeo Wealth Partners
Florida
$3.92M -$372K -3,829 -9%
BWP
524
Baldwin Wealth Partners
Massachusetts
$3.92M +$19.9K +205 +0.5%
SF
525
Symphony Financial
Texas
$3.9M +$580K +6,005 +17%
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