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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 %
VVP
526
Venture Visionary Partners
Ohio
$3.89M +$46.7K +480 +1%
TI
527
Tidal Investments
Wisconsin
$3.86M +$826K +8,493 +27%
AWM
528
Apollon Wealth Management
South Carolina
$3.85M +$782K +8,039 +26%
PCM
529
Poehling Capital Management
Wisconsin
$3.83M +$7.98K +82 +0.2%
RCM
530
Raleigh Capital Management
North Carolina
$3.81M +$179K +1,841 +5%
MIC
531
Means Investment Company
Maine
$3.79M -$18K -185 -0.5%
BMSSC
532
B. Metzler seel. Sohn & Co
Germany
$3.78M -$778K -8,000 -17%
CMP
533
Coston McIsaac & Partners
Maine
$3.78M +$237K +2,437 +7%
AF
534
Advisornet Financial
Minnesota
$3.77M +$4.47K +46 +0.1%
BL
535
Balentine LLC
Georgia
$3.75M +$252K +2,587 +7%
FCBT
536
First Citizens Bank & Trust
North Carolina
$3.74M +$303K +3,113 +9%
MIM
537
Meixler Investment Management
Arizona
$3.71M +$51.3K +528 +1%
NSEDCP
538
NJ State Employees Deferred Compensation Plan
New Jersey
$3.7M – – –
FBT
539
First Bank & Trust
South Dakota
$3.64M +$174K +1,792 +5%
Wolverine Trading
540
Wolverine Trading
Illinois
$3.62M -$435K -4,498 -11%
RBA
541
Richard Bernstein Advisors
New York
$3.62M – – –
JF
542
Jump Financial
Illinois
$3.61M +$3.36M +34,589 +1,374%
QOP
543
Quinn Opportunity Partners
Virginia
$3.59M +$1.91M +19,645 +114%
MPWT
544
MassMutual Private Wealth & Trust
Connecticut
$3.57M +$118K +1,211 +3%
SAM
545
Synergy Asset Management
Washington
$3.57M +$228K +2,346 +7%
PWP
546
Principle Wealth Partners
Connecticut
$3.55M -$37.6K -387 -1%
RG
547
Rathbones Group
United Kingdom
$3.53M -$238K -2,448 -6%
WWA
548
WCG Wealth Advisors
Nevada
$3.52M +$259K +2,664 +8%
NFC
549
Northeast Financial Consultants
Connecticut
$3.5M – – –
AG
550
Ascent Group
Virginia
$3.49M -$44.1K -453 -1%
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