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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 %
BCM
601
Brookstone Capital Management
Illinois
$2.74M +$12K +116 +0.4%
EIG
602
Ellenbecker Investment Group
Wisconsin
$2.73M +$10.3K +102 +0.4%
LA
603
Legacy Advisors
Pennsylvania
$2.73M +$256K +2,497 +10%
SWP
604
Strategic Wealth Partners
Ohio
$2.71M +$296K +2,924 +12%
PCM
605
Palisade Capital Management
New Jersey
$2.71M – – –
HWM
606
HB Wealth Management
Georgia
$2.7M +$287K +2,834 +12%
GLA
607
Great Lakes Advisors
Illinois
$2.7M -$126K -12,118 -4%
FIA
608
Foundations Investment Advisors
Arizona
$2.7M +$1.12M +11,079 +71%
WANY
609
Wealthspire Advisors (New York)
New York
$2.69M +$166K +1,639 +7%
DA
610
Doliver Advisors
Texas
$2.69M -$25.3K -250 -0.9%
AC
611
Addison Capital
Pennsylvania
$2.67M +$97.5K +963 +4%
QC
612
Quadrature Capital
United Kingdom
$2.67M +$662K +6,537 +33%
HH
613
Hilltop Holdings
Texas
$2.64M -$118K -1,164 -4%
VA
614
Valmark Advisers
Ohio
$2.64M +$65.3K +645 +3%
Carson Wealth (CWM LLC)
615
Carson Wealth (CWM LLC)
Nebraska
$2.63M -$36.4K -360 -1%
BAM
616
Belpointe Asset Management
Nevada
$2.62M +$624K +6,163 +31%
CCP
617
Clarkston Capital Partners
Michigan
$2.62M – – –
VFA
618
Voya Financial Advisors
Connecticut
$2.59M -$407K -4,021 -14%
LNC
619
Lincoln National Corp
Pennsylvania
$2.59M +$192K +1,895 +8%
BCM
620
Buckhead Capital Management
Georgia
$2.59M +$158K +1,558 +6%
LFAS
621
Level Four Advisory Services
Texas
$2.56M +$1.34M +13,205 +110%
MC
622
Mount Capital
United Kingdom
$2.53M – – –
SWP
623
Stratos Wealth Partners
Ohio
$2.53M -$111K -1,100 -4%
AWM
624
Axxcess Wealth Management
California
$2.51M +$1.03M +10,197 +70%
GRP
625
Global Retirement Partners
California
$2.51M -$15K -148 -0.6%
23 24
25
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