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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
576
Griffin Asset Management
New York
$3.05M -$40.8K -403 -1%
SWS
577
SYSTM Wealth Solutions
Illinois
$3.04M +$3.04M +30,083 New
CTI
578
Community Trust & Investment
Kentucky
$3.02M -$95.2K -941 -3%
LA
579
Lifeworks Advisors
Michigan
$3.02M +$27.8K +275 +0.9%
GT
580
Greenleaf Trust
Michigan
$3.02M -$157K -1,554 -5%
AL
581
Arnhold LLC
New York
$3M – – –
HKIM
582
Hayek Kallen Investment Management
Alabama
$2.99M -$27.4K -271 -0.9%
TCM
583
Twin Capital Management
Pennsylvania
$2.99M +$2.99M +29,550 New
GIA
584
Gateway Investment Advisers
Ohio
$2.99M +$251K +2,484 +9%
E
585
Ergoteles
New York
$2.95M +$1.38M +13,639 +88%
MA
586
Mutual Advisors
Nebraska
$2.94M +$34.7K +343 +1%
LWAC
587
Laurel Wealth Advisors (California)
California
$2.93M +$15.8K +156 +0.5%
PHS
588
Pekin Hardy Strauss
Illinois
$2.93M -$62.1K -614 -2%
WF
589
Welch & Forbes
Massachusetts
$2.91M -$35.5K -351 -1%
NW
590
NewEdge Wealth
Pennsylvania
$2.91M +$45K +445 +2%
VWM
591
Venturi Wealth Management
Texas
$2.9M +$195K +1,924 +7%
LNWWM
592
Laird Norton Wetherby Wealth Management
California
$2.89M +$73.6K +727 +3%
RL
593
Ruffer LLP
United Kingdom
$2.84M – – –
HCMG
594
Howard Capital Management Group
California
$2.84M – – –
CCM
595
Coldstream Capital Management
Washington
$2.82M +$2.82M +27,882 New
TF
596
Threadgill Financial
Texas
$2.82M +$773K +7,633 +38%
BOSSRA
597
B.O.S.S. Retirement Advisors
Utah
$2.82M +$2.82M +27,812 New
PAG
598
Private Advisor Group
New Jersey
$2.81M +$9.72K +240 +0.3%
Jones Financial Companies
599
Jones Financial Companies
Missouri
$2.81M -$306K -3,024 -10%
CT
600
Chicago Trust
Illinois
$2.78M -$240K -2,372 -8%
22 23
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