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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 %
GT
601
Greenleaf Trust
Michigan
$2.94M +$35.2K +362 +1%
CG
602
Caprock Group
Idaho
$2.9M +$882K +8,952 +44%
HAIM
603
Hunter Associates Investment Management
Pennsylvania
$2.89M -$226K -2,319 -7%
MA
604
Mutual Advisors
Nebraska
$2.86M +$42.8K +440 +2%
XSC
605
X-Square Capital
Puerto Rico
$2.84M -$380K -3,909 -12%
CL
606
Choreo LLC
Illinois
$2.83M +$573K +5,896 +25%
Simplex Trading
607
Simplex Trading
Illinois
$2.82M -$345K -3,545 -11%
LNWWM
608
Laird Norton Wetherby Wealth Management
California
$2.81M +$32.9K +338 +1%
PHS
609
Pekin Hardy Strauss
Illinois
$2.81M -$3.79K -39 -0.1%
LNC
610
Lincoln National Corp
Pennsylvania
$2.81M +$321K +3,296 +13%
SWP
611
Strategic Wealth Partners
Ohio
$2.81M +$203K +2,086 +8%
TMAM
612
Tokio Marine Asset Management
Japan
$2.8M +$398K +4,088 +17%
SVWAG
613
Sound View Wealth Advisors Group
Georgia
$2.79M -$1.56M -16,014 -36%
TYCC
614
Texas Yale Capital Corp
Florida
$2.78M +$710K +7,300 +34%
LA
615
Legacy Advisors
Pennsylvania
$2.78M +$157K +1,591 +6%
SWS
616
SYSTM Wealth Solutions
Illinois
$2.77M -$157K -1,615 -5%
HKIM
617
Hayek Kallen Investment Management
Alabama
$2.77M -$112K -1,147 -4%
BCM
618
Brookstone Capital Management
Illinois
$2.76M +$116K +1,162 +4%
HWM
619
HB Wealth Management
Georgia
$2.75M +$156K +1,603 +6%
WF
620
Welch & Forbes
Massachusetts
$2.75M -$46.2K -475 -2%
RL
621
Ruffer LLP
United Kingdom
$2.72M – – –
FIA
622
Foundations Investment Advisors
Arizona
$2.72M +$123K +1,262 +5%
AWM
623
Axxcess Wealth Management
California
$2.71M +$300K +3,085 +12%
Carson Wealth (CWM LLC)
624
Carson Wealth (CWM LLC)
Nebraska
$2.71M +$180K +1,852 +7%
CCM
625
Coldstream Capital Management
Washington
$2.7M -$8.85K -91 -0.3%
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