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Philip Morris
PM

Overview Fund Activity

2,033 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 888 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,033
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.54%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.96%
New
140
Increased
888
Reduced
669
Closed
97
Calls
$390M
Puts
$465M
Net Calls
-$74.6M
Net Calls Change
-$244M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.18B
2
Capital International Investors
Capital International Investors
California
+$447M
3
Citadel Advisors
Citadel Advisors
Florida
+$340M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$211M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$136M

Top Sellers

1
BlackRock
BlackRock
New York
-$756M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$567M
3
GQG Partners
GQG Partners
Florida
-$262M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$240M
5
State Street
State Street
Massachusetts
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
576
Sigma Planning Corp
Michigan
$3.14M -$87.4K -899 -3%
NB
577
NBT Bank
New York
$3.12M -$76.9K -791 -2%
WCM
578
Windward Capital Management
California
$3.12M +$1.46K +15 +0%
IA
579
IFG Advisory
Georgia
$3.11M +$83.7K +861 +3%
SIC
580
Salem Investment Counselors
North Carolina
$3.1M +$54K +551 +2%
VF
581
Virtu Financial
New York
$3.1M +$3.1M +31,843 New
MOS
582
MGO One Seven
Ohio
$3.1M +$44K +452 +1%
IAG
583
Investmark Advisory Group
Connecticut
$3.1M +$63.3K +651 +2%
HCMG
584
Howard Capital Management Group
California
$3.09M +$364K +3,744 +13%
GAM
585
Griffin Asset Management
New York
$3.09M +$157K +1,618 +5%
FIM
586
Fernwood Investment Management
Massachusetts
$3.04M -$54.9K -565 -2%
MBTD
587
Mechanics Bank - Trust Department
California
$3.04M -$3.02K -31 -0.1%
NW
588
NewEdge Wealth
Pennsylvania
$3.04M +$242K +2,485 +9%
CTI
589
Community Trust & Investment
Kentucky
$3.03M +$129K +1,327 +4%
VFP
590
Verus Financial Partners
Virginia
$3.02M -$50.3K -533 -2%
VWM
591
Venturi Wealth Management
Texas
$3.01M +$224K +2,299 +8%
HCM
592
Huber Capital Management
California
$3.01M – – –
BT
593
Brandywine Trust
Delaware
$3M – – –
CP
594
CenterBook Partners
Connecticut
$2.99M +$2.99M +30,794 New
SC
595
Sepio Capital
Utah
$2.99M -$30.9K -318 -1%
BOSSRA
596
B.O.S.S. Retirement Advisors
Utah
$2.97M +$265K +2,721 +10%
SW
597
SkyOak Wealth
Michigan
$2.97M – – –
VCA
598
Verdence Capital Advisors
Maryland
$2.96M -$6.13K -63 -0.2%
EFI
599
EHP Funds Inc
Canada
$2.96M +$2.68M +27,600 +986%
BP
600
BBR Partners
New York
$2.95M -$43.3K -445 -1%
22 23
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