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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 %
FNT
501
First National Trust
Pennsylvania
$4.24M +$925K +9,994 +28%
FB
502
Fulton Bank
Pennsylvania
$4.23M +$126K +1,363 +3%
FCH
503
Freestone Capital Holdings
Washington
$4.17M +$254K +2,747 +6%
GIA
504
Guyasuta Investment Advisors
Pennsylvania
$4.17M -$5.65K -61 -0.1%
QCM
505
Quantinno Capital Management
New York
$4.13M +$1M +10,832 +32%
TCM
506
Tufton Capital Management
Maryland
$4.12M -$316K -3,411 -7%
CWP
507
Cyndeo Wealth Partners
Florida
$4.12M +$144K +1,553 +4%
MCM
508
Mengis Capital Management
Oregon
$4.1M +$479K +5,172 +13%
SF
509
Symphony Financial
Texas
$4.05M +$337K +3,687 +9%
CK
510
Cohen Klingenstein
New York
$4.04M – – –
CWG
511
Cornerstone Wealth Group
North Carolina
$4.03M +$3.52M +38,030 +687%
AAS
512
Annex Advisory Services
Wisconsin
$4.01M +$375K +4,047 +10%
DA
513
Duality Advisers
Florida
$4M -$480K -5,181 -11%
AIM
514
Anchor Investment Management
South Carolina
$3.98M +$72.9K +787 +2%
SBIA
515
Sheaff Brock Investment Advisors
Indiana
$3.96M -$210K -2,267 -5%
FBT
516
First Bank & Trust
South Dakota
$3.95M +$71.8K +776 +2%
CMP
517
Coston McIsaac & Partners
Maine
$3.94M +$228K +2,464 +6%
N
518
Natixis
France
$3.94M -$37.8M -408,232 -91%
ACM
519
Altrius Capital Management
North Carolina
$3.94M +$92.2K +996 +2%
OPCM
520
Osborne Partners Capital Management
California
$3.93M – – –
RL
521
Ruffer LLP
United Kingdom
$3.91M – – –
CP
522
CenterBook Partners
Connecticut
$3.87M -$1.64M -17,721 -30%
FBT
523
First Bankers Trust
Kentucky
$3.87M +$306K +3,310 +9%
SC
524
Scotia Capital
Ontario, Canada
$3.87M -$188K -2,036 -5%
BDWCC
525
B&D White Capital Company
Texas
$3.82M +$3.82M +41,275 New
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