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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 %
RL
576
Ruffer LLP
United Kingdom
$2.77M – – –
NFG
577
Nations Financial Group
Iowa
$2.76M +$2.14M +21,640 +344%
BA
578
Bridgewater Associates
Connecticut
$2.76M -$59.2M -599,554 -96%
Carson Wealth (CWM LLC)
579
Carson Wealth (CWM LLC)
Nebraska
$2.74M +$858K +8,687 +46%
DIA
580
Dean Investment Associates
Ohio
$2.71M -$2.57K -26 -0.1%
OP
581
Oldfield Partners
United Kingdom
$2.69M -$1.48M -15,000 -36%
AssetMark Inc
582
AssetMark Inc
California
$2.68M +$965K +9,778 +56%
CGH
583
Crossmark Global Holdings
Texas
$2.67M -$12.8K -130 -0.5%
CCP
584
Clarkston Capital Partners
Michigan
$2.67M +$109K +1,100 +4%
HH
585
Hilltop Holdings
Texas
$2.66M +$314K +3,176 +13%
PCM
586
Palisade Capital Management
New Jersey
$2.64M -$14.8K -150 -0.6%
GT
587
Greenleaf Trust
Michigan
$2.62M +$537K +5,436 +26%
FCBT
588
First Citizens Bank & Trust
North Carolina
$2.61M -$107K -1,083 -4%
FFG
589
Fortem Financial Group
California
$2.61M +$1.51M +15,249 +137%
UAS
590
United Asset Strategies
New York
$2.6M +$281K +2,846 +12%
HSA
591
HBK Sorce Advisory
Pennsylvania
$2.58M -$720K -7,293 -22%
RCM
592
Raleigh Capital Management
North Carolina
$2.57M +$525K +5,312 +26%
BCM
593
Brookstone Capital Management
Illinois
$2.56M +$111K +1,182 +5%
MCM
594
Mengis Capital Management
Oregon
$2.56M -$266K -2,693 -9%
LNWWM
595
Laird Norton Wetherby Wealth Management
California
$2.55M +$301K +3,050 +13%
PM
596
Phraction Management
Connecticut
$2.55M -$2.26M -22,904 -47%
BOH
597
Bank of Hawaii
Hawaii
$2.54M -$1.19K -12 -0%
CI
598
Capital International
California
$2.54M +$530K +5,370 +26%
VA
599
Valmark Advisers
Ohio
$2.52M -$6.91K -70 -0.3%
EWM
600
Empirical Wealth Management
Washington
$2.51M -$1.27M -12,899 -34%
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