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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 %
PL
576
Parthenon LLC
Kentucky
$3.04M – – –
IAG
577
Investmark Advisory Group
Connecticut
$3.03M +$34.3K +370 +1%
TMAM
578
Tokio Marine Asset Management
Japan
$3M +$239K +2,579 +9%
EWM
579
Evercore Wealth Management
New York
$3M -$37.4K -404 -1%
LNC
580
Lincoln National Corp
Pennsylvania
$2.98M +$227K +2,456 +8%
VCA
581
Verdence Capital Advisors
Maryland
$2.98M +$112K +1,205 +4%
WSFS
582
Wilmington Savings Fund Society
Delaware
$2.97M -$135K -1,453 -4%
NB
583
NBT Bank
New York
$2.97M -$4.17K -45 -0.1%
WCM
584
Windward Capital Management
California
$2.96M -$7.04K -76 -0.2%
LCM
585
LVM Capital Management
Michigan
$2.95M +$562K +6,070 +24%
FIM
586
Fernwood Investment Management
Massachusetts
$2.94M +$9.63K +104 +0.3%
FCBT
587
First Citizens Bank & Trust
North Carolina
$2.92M -$484K -5,226 -14%
AP
588
Arlington Partners
Alabama
$2.92M +$2.87M +31,024 +6,518%
AT
589
Arlington Trust
Alabama
$2.92M +$2.92M +31,500 New
MOS
590
MGO One Seven
Ohio
$2.91M +$238K +2,568 +9%
HCMG
591
Howard Capital Management Group
California
$2.9M – – –
HSA
592
HBK Sorce Advisory
Pennsylvania
$2.9M -$2.04K -22 -0.1%
MBTD
593
Mechanics Bank - Trust Department
California
$2.88M -$2.31K -25 -0.1%
AG
594
Ascent Group
Virginia
$2.88M -$297K -3,304 -9%
BT
595
Brandywine Trust
Delaware
$2.85M – – –
GT
596
Greenleaf Trust
Michigan
$2.85M +$182K +1,962 +7%
SW
597
SkyOak Wealth
Michigan
$2.82M – – –
SWP
598
Strategic Wealth Partners
Ohio
$2.82M +$28K +302 +1%
KPWS
599
Kestra Private Wealth Services
Texas
$2.79M +$139K +1,496 +5%
BL
600
Balentine LLC
Georgia
$2.78M -$71.2K -769 -2%
22 23
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