PM icon

Philip Morris
PM

Overview Fund Activity

1,973 hedge funds and large institutions have $115B invested in Philip Morris in 2022 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 794 increasing their positions, 720 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,973
Holders Change
-3
Holders Change %
-0.15%
% of All Funds
33.36%
Holding in Top 10
58
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.88%
% of All Funds
0.98%
New
123
Increased
794
Reduced
720
Closed
99
Calls
$733M
Puts
$575M
Net Calls
+$159M
Net Calls Change
+$128M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.3B
2
CWM
CIBC World Markets
New York
+$701M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$598M
4
Capital International Investors
Capital International Investors
California
+$556M
5
BlackRock
BlackRock
New York
+$343M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$700M
2
SG Americas Securities
SG Americas Securities
New York
-$502M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$336M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$246M
5
N
Natixis
France
-$223M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
551
Anchor Investment Management
South Carolina
$3M +$76K +770 +3%
CTI
552
Community Trust & Investment
Kentucky
$2.99M +$39K +395 +1%
MCM
553
MAI Capital Management
Ohio
$2.99M +$294K +2,977 +11%
IA
554
IFG Advisory
Georgia
$2.98M -$461K -4,672 -13%
GIA
555
Gateway Investment Advisers
Ohio
$2.98M +$882K +8,932 +42%
HKIM
556
Hayek Kallen Investment Management
Alabama
$2.97M -$34.6K -350 -1%
AWM
557
Apollon Wealth Management
South Carolina
$2.96M -$126K -1,272 -4%
CI
558
CX Institutional
Indiana
$2.95M +$143K +1,453 +5%
AL
559
Arnhold LLC
New York
$2.93M – – –
AWS
560
Atria Wealth Solutions
New York
$2.92M -$1.21M -12,258 -29%
MIAN
561
Mariner Independent Advisor Network
Kansas
$2.91M +$573K +5,849 +25%
TNBTD
562
Trustmark National Bank Trust Department
Mississippi
$2.91M -$58.3K -590 -2%
GWM
563
Geneos Wealth Management
Colorado
$2.9M -$17.5K -176 -0.6%
LWAC
564
Laurel Wealth Advisors (California)
California
$2.9M -$11.2K -113 -0.4%
PHS
565
Pekin Hardy Strauss
Illinois
$2.89M -$38.5K -390 -1%
IAG
566
Investmark Advisory Group
Connecticut
$2.88M +$60K +608 +2%
AG
567
Ascent Group
Virginia
$2.86M +$255K +2,630 +10%
MA
568
Mutual Advisors
Nebraska
$2.83M +$125K +1,265 +5%
VFA
569
Voya Financial Advisors
Connecticut
$2.83M +$319K +3,167 +13%
WB
570
WesBanco Bank
West Virginia
$2.81M -$395K -4,000 -12%
VCA
571
Verdence Capital Advisors
Maryland
$2.81M -$124K -1,260 -4%
CMP
572
Coston McIsaac & Partners
Maine
$2.79M +$2.79M +28,280 New
CM
573
Capula Management
Cayman Islands
$2.79M +$2.79M +28,225 New
CCM
574
Coldstream Capital Management
Washington
$2.77M +$489K +4,948 +21%
HCMG
575
Howard Capital Management Group
California
$2.77M – – –
21 22
23
24 25