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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 %
AC
601
Addison Capital
Pennsylvania
$2.51M -$109K -1,102 -4%
SAM
602
Sompo Asset Management
Japan
$2.51M -$1.56M -15,800 -38%
SWP
603
Stratos Wealth Partners
Ohio
$2.49M -$33.3K -337 -1%
WMSA
604
Weiss Multi-Strategy Advisers
New York
$2.49M +$2.49M +25,169 New
TC
605
TwinBeech Capital
New York
$2.48M +$2.48M +25,144 New
BG
606
Bahl & Gaynor
Ohio
$2.47M +$639K +6,470 +35%
MC
607
Mount Capital
United Kingdom
$2.47M – – –
GP
608
Geneva Partners
Wisconsin
$2.47M +$1.88M +19,082 +323%
GRP
609
Global Retirement Partners
California
$2.43M +$494 +5 +0%
WANY
610
Wealthspire Advisors (New York)
New York
$2.43M +$1.04M +10,553 +75%
OWA
611
Octavia Wealth Advisors
Ohio
$2.42M -$41.3K -415 -2%
SWM
612
SeaCrest Wealth Management
New York
$2.42M +$172K +1,738 +8%
PS
613
Pensionfund Sabic
Netherlands
$2.42M -$247K -2,500 -9%
ACM
614
AlphaCrest Capital Management
New York
$2.42M +$532K +5,385 +28%
HWM
615
HB Wealth Management
Georgia
$2.41M +$815K +8,258 +51%
DA
616
Doliver Advisors
Texas
$2.4M -$402K -4,075 -14%
EIG
617
Ellenbecker Investment Group
Wisconsin
$2.39M +$6.02K +61 +0.3%
CCM
618
Chickasaw Capital Management
Tennessee
$2.39M -$19.8K -200 -0.8%
1IA
619
1834 Investment Advisors
Wisconsin
$2.38M +$66.5K +673 +3%
EP
620
Eudaimonia Partners
Tennessee
$2.37M +$202K +2,043 +9%
SA
621
Shilanski & Associates
Alaska
$2.32M -$89.1K -902 -4%
FPCG
622
Fort Pitt Capital Group
Pennsylvania
$2.31M +$25.6K +259 +1%
AWM
623
Altium Wealth Management
New York
$2.3M +$158K +1,596 +7%
WF
624
Welch & Forbes
Massachusetts
$2.3M +$68K +689 +3%
MAM
625
Meeder Asset Management
Ohio
$2.29M +$455K +4,611 +25%
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25
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