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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 %
BCWM
551
Bartlett & Co Wealth Management
Ohio
$3.38M -$20.4K -218 -0.6%
PWG
552
Portside Wealth Group
Utah
$3.37M -$73.4K -793 -2%
IA
553
IFG Advisory
Georgia
$3.35M +$39.7K +429 +1%
IC
554
IEQ Capital
California
$3.35M +$111K +1,202 +3%
NFC
555
Northeast Financial Consultants
Connecticut
$3.32M – – –
GIA
556
Gateway Investment Advisers
Ohio
$3.32M +$118K +1,276 +4%
HC
557
Hendley & Co
Ohio
$3.31M +$9.07K +98 +0.3%
SL
558
Salomon & Ludwin
Virginia
$3.28M +$9.72K +105 +0.3%
PWP
559
Principle Wealth Partners
Connecticut
$3.26M +$29.1K +314 +0.9%
DEA
560
DoubleLine ETF Adviser
Florida
$3.26M +$3.26M +35,167 New
NRCM
561
Northern Right Capital Management
Connecticut
$3.24M +$3.24M +35,000 New
AWA
562
Arkadios Wealth Advisors
Georgia
$3.24M +$1.28M +13,851 +66%
BP
563
BBR Partners
New York
$3.24M +$393K +4,242 +14%
BWP
564
Baldwin Wealth Partners
Massachusetts
$3.23M -$499K -5,389 -13%
CC
565
Cannell & Co
New York
$3.21M – – –
MA
566
Mutual Advisors
Nebraska
$3.21M +$13.8K +149 +0.4%
HIP
567
HUB Investment Partners
Texas
$3.2M +$319K +3,441 +11%
Carson Wealth (CWM LLC)
568
Carson Wealth (CWM LLC)
Nebraska
$3.2M +$362K +3,915 +13%
TTWM
569
TCV Trust & Wealth Management
Virginia
$3.19M -$41.2K -445 -1%
GAM
570
Griffin Asset Management
New York
$3.15M -$166K -1,792 -5%
PAM
571
Panagora Asset Management
Massachusetts
$3.11M +$1.76K +19 +0.1%
FCB
572
First County Bank
Connecticut
$3.11M -$433K -4,673 -12%
CIC
573
Cornercap Investment Counsel
Georgia
$3.07M +$4.63K +50 +0.2%
FNBT
574
FineMark National Bank & Trust
Florida
$3.05M +$6.85K +74 +0.2%
PL
575
Parkwood LLC
Ohio
$3.05M +$3.05M +32,932 New
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