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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 %
VCM
526
Violich Capital Management
California
$3.82M -$4.63K -50 -0.1%
JFL
527
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.81M -$438K -4,729 -10%
SC
528
Savant Capital
Illinois
$3.81M -$1.02K -11 -0%
SAM
529
Shell Asset Management
Netherlands
$3.8M -$62.6K -676 -2%
CIA
530
Citadel Investment Advisory
Ohio
$3.8M – – –
TNB
531
Thomasville National Bank
Georgia
$3.78M -$38K -410 -1%
BRWA
532
B. Riley Wealth Advisors
Florida
$3.75M -$106K -1,132 -3%
EF
533
Empowered Funds
Pennsylvania
$3.71M +$656K +7,085 +21%
KJHP
534
K.J. Harrison & Partners
Ontario, Canada
$3.7M -$1.85M -20,000 -33%
TC
535
Taika Capital
Florida
$3.7M -$2.95M -31,880 -44%
QOP
536
Quinn Opportunity Partners
Virginia
$3.61M +$370K +4,000 +11%
Assenagon Asset Management
537
Assenagon Asset Management
Luxembourg
$3.59M +$35.3K +381 +1%
GS
538
GTS Securities
New York
$3.59M +$3.19M +34,448 +788%
MPWT
539
MassMutual Private Wealth & Trust
Connecticut
$3.58M +$53.1K +574 +2%
VVP
540
Venture Visionary Partners
Ohio
$3.58M +$114K +1,226 +3%
HWM
541
HB Wealth Management
Georgia
$3.57M +$509K +5,494 +17%
NSEDCP
542
NJ State Employees Deferred Compensation Plan
New Jersey
$3.52M – – –
CI
543
CX Institutional
Indiana
$3.51M +$2.87M +30,970 +445%
AF
544
Advisornet Financial
Minnesota
$3.48M -$165K -1,785 -5%
MIC
545
Means Investment Company
Maine
$3.46M -$55.7K -602 -2%
AWM
546
Apollon Wealth Management
South Carolina
$3.46M -$130K -1,404 -4%
RBA
547
Richard Bernstein Advisors
New York
$3.45M – – –
KBC
548
Key Bridge Compliance
$3.43M +$3.43M +37,053 New
RCM
549
Raleigh Capital Management
North Carolina
$3.41M +$10.4K +112 +0.3%
BC
550
Bartlett & Co
Ohio
$3.39M -$20.5K -218 -0.6%
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