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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
601
Modera Wealth Management
New Jersey
$2.88M +$2.26M +23,121 +360%
PHS
602
Pekin Hardy Strauss
Illinois
$2.85M +$29.5K +302 +1%
HKIM
603
Hayek Kallen Investment Management
Alabama
$2.84M +$63.7K +653 +2%
MOS
604
MGO One Seven
Ohio
$2.82M -$287K -2,935 -9%
GT
605
Greenleaf Trust
Michigan
$2.82M -$133K -1,361 -5%
KPWS
606
Kestra Private Wealth Services
Texas
$2.79M +$277K +2,839 +11%
HAIM
607
Hunter Associates Investment Management
Pennsylvania
$2.78M -$124K -1,270 -4%
CW
608
Connectus Wealth
Ohio
$2.77M -$5.47M -56,036 -66%
CW
609
CreativeOne Wealth
Kansas
$2.76M +$298K +3,051 +12%
BOSSRA
610
B.O.S.S. Retirement Advisors
Utah
$2.74M -$240K -2,463 -8%
LA
611
Legacy Advisors
Pennsylvania
$2.73M -$23.4K -240 -0.9%
CG
612
Caprock Group
Idaho
$2.72M -$194K -1,964 -7%
BCM
613
Brookstone Capital Management
Illinois
$2.72M +$18.8K +192 +0.7%
UCFA
614
United Capital Financial Advisors
Texas
$2.7M -$1.54M -15,733 -36%
LFAS
615
Level Four Advisory Services
Texas
$2.69M -$23.6K -242 -0.9%
WF
616
Welch & Forbes
Massachusetts
$2.69M -$74.6K -764 -3%
PTC
617
Private Trust Company
Ohio
$2.69M +$280K +2,867 +12%
EIG
618
Ellenbecker Investment Group
Wisconsin
$2.65M +$4K +41 +0.2%
DA
619
Doliver Advisors
Texas
$2.65M +$41K +420 +2%
AF
620
Ally Financial
Michigan
$2.64M +$2.64M +27,000 New
VFP
621
Verus Financial Partners
Virginia
$2.63M -$481K -4,948 -15%
WA
622
Wealth Alliance
New York
$2.62M +$152K +1,553 +6%
ZCM
623
Ziegler Capital Management
Illinois
$2.62M -$726K -7,433 -22%
PCM
624
Palisade Capital Management
New Jersey
$2.61M – – –
OWA
625
Octavia Wealth Advisors
Ohio
$2.61M +$201K +2,030 +8%
23 24
25
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