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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
601
Octavia Wealth Advisors
Ohio
$2.36M -$228K -2,391 -9%
MC
602
Mount Capital
United Kingdom
$2.35M – – –
VFA
603
Voya Financial Advisors
Connecticut
$2.34M +$525K +5,592 +29%
IRF
604
IBM Retirement Fund
New York
$2.33M -$104K -1,105 -4%
SWA
605
Stratos Wealth Advisors
Ohio
$2.32M -$102K -1,083 -4%
CL
606
Choreo LLC
Illinois
$2.31M -$76.8K -807 -3%
MGP
607
Metis Global Partners
California
$2.31M +$1.03M +10,998 +81%
CCM
608
Chickasaw Capital Management
Tennessee
$2.29M -$57.8K -615 -2%
SA
609
Shilanski & Associates
Alaska
$2.29M -$9.58K -102 -0.4%
EIG
610
Ellenbecker Investment Group
Wisconsin
$2.27M +$7.7K +82 +0.3%
SS
611
Simplicity Solutions
Minnesota
$2.26M -$1.07M -11,375 -32%
SCM
612
Stevens Capital Management
Pennsylvania
$2.26M +$2.26M +24,034 New
MIAN
613
Mariner Independent Advisor Network
Kansas
$2.26M +$372K +3,925 +20%
PTC
614
Private Trust Company
Ohio
$2.25M -$263K -2,798 -10%
KPCM
615
Kings Point Capital Management
New York
$2.24M -$93.8K -999 -4%
HH
616
Hilltop Holdings
Texas
$2.23M -$53.2K -566 -2%
UAS
617
United Asset Strategies
New York
$2.21M -$25.6K -272 -1%
DT
618
Diversified Trust
Tennessee
$2.21M +$643K +6,851 +41%
KMWM
619
Keudell/Morrison Wealth Management
Oregon
$2.21M -$16.2K -172 -0.7%
SAM
620
Synergy Asset Management
Washington
$2.21M +$7.8K +83 +0.4%
1IA
621
1834 Investment Advisors
Wisconsin
$2.2M -$23.2K -247 -1%
SIA
622
Schechter Investment Advisors
Michigan
$2.19M -$118K -1,257 -5%
FWM
623
Frontier Wealth Management
Missouri
$2.19M -$1.78M -17,704 -45%
FPCG
624
Fort Pitt Capital Group
Pennsylvania
$2.18M -$110K -1,167 -5%
CCM
625
Coldstream Capital Management
Washington
$2.17M +$52.4K +558 +2%
23 24
25
26 27