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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 %
OPCM
501
Osborne Partners Capital Management
California
$4.14M -$22.9K -235 -0.6%
PE
502
Point72 Europe
United Kingdom
$4.13M -$8M -82,000 -66%
FCH
503
Freestone Capital Holdings
Washington
$4.13M -$142K -1,456 -3%
AIM
504
Anchor Investment Management
South Carolina
$4.12M +$721K +7,383 +21%
RL
505
Ruffer LLP
United Kingdom
$4.1M +$1.37M +14,000 +50%
FBT
506
First Bank & Trust
South Dakota
$4.09M +$436K +4,464 +12%
SAM
507
Shell Asset Management
Netherlands
$4.07M -$592K -6,069 -13%
BRWA
508
B. Riley Wealth Advisors
Florida
$4.06M -$314K -3,177 -7%
ACM
509
Altrius Capital Management
North Carolina
$4.05M +$882K +9,034 +28%
VCM
510
Violich Capital Management
California
$4.03M -$9.76K -100 -0.2%
TNB
511
Thomasville National Bank
Georgia
$4.02M +$81.1K +831 +2%
SC
512
Savant Capital
Illinois
$4.01M +$2.37M +24,314 +145%
CIA
513
Citadel Investment Advisory
Ohio
$4M +$22K +225 +0.6%
WWA
514
WCG Wealth Advisors
Nevada
$4M +$460K +4,715 +13%
SF
515
Symphony Financial
Texas
$3.97M +$19.7K +202 +0.5%
BWP
516
Baldwin Wealth Partners
Massachusetts
$3.93M +$2.93K +30 +0.1%
CMP
517
Coston McIsaac & Partners
Maine
$3.91M +$125K +1,277 +3%
AF
518
Advisornet Financial
Minnesota
$3.85M +$62.2K +637 +2%
AAS
519
Annex Advisory Services
Wisconsin
$3.83M -$201K -2,064 -5%
MCM
520
Mengis Capital Management
Oregon
$3.81M +$352K +3,606 +10%
BMSSC
521
B. Metzler seel. Sohn & Co
Germany
$3.8M – – –
AWM
522
Apollon Wealth Management
South Carolina
$3.78M -$77.7K -796 -2%
FBT
523
First Bankers Trust
Kentucky
$3.76M +$535K +5,478 +17%
Assenagon Asset Management
524
Assenagon Asset Management
Luxembourg
$3.75M -$50.9M -521,839 -93%
FCB
525
First County Bank
Connecticut
$3.74M -$360K -3,689 -9%
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