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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
NW
601
NewEdge Wealth
Pennsylvania
$2.77M -$8.61K -93 -0.3%
SPC
602
Sigma Planning Corp
Michigan
$2.77M -$26.2K -283 -0.9%
CTI
603
Community Trust & Investment
Kentucky
$2.75M -$55.6K -601 -2%
TCM
604
Teza Capital Management
Illinois
$2.73M +$496K +5,359 +22%
OAM
605
Ostrum Asset Management
France
$2.71M -$295K -3,184 -10%
PHS
606
Pekin Hardy Strauss
Illinois
$2.7M +$1.11K +12 +0%
P
607
Pitcairn
Pennsylvania
$2.7M +$285K +3,082 +12%
SC
608
Sepio Capital
Utah
$2.69M -$132K -1,424 -5%
HKIM
609
Hayek Kallen Investment Management
Alabama
$2.68M -$13.6K -147 -0.5%
MWM
610
Modera Wealth Management
New Jersey
$2.68M -$57.5K -621 -2%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$2.68M -$68.9K -744 -3%
TWC
612
TD Waterhouse Canada
Ontario, Canada
$2.64M -$1.74M -18,527 -40%
VAG
613
VisionPoint Advisory Group
Texas
$2.63M +$428K +4,622 +19%
CAG
614
Csenge Advisory Group
Florida
$2.63M +$502K +5,427 +24%
SVWAG
615
Sound View Wealth Advisors Group
Georgia
$2.62M +$397K +4,289 +18%
AWM
616
Axxcess Wealth Management
California
$2.58M +$963K +10,407 +60%
LA
617
Legacy Advisors
Pennsylvania
$2.58M -$48.9K -521 -2%
SAM
618
Synergy Asset Management
Washington
$2.57M +$2.57M +27,794 New
EH
619
Equitable Holdings
New York
$2.57M +$115K +1,242 +5%
BFS
620
Bradley Foster & Sargent
Connecticut
$2.57M – – –
WA
621
Wealth Alliance
New York
$2.56M +$77.3K +835 +3%
FA
622
FDx Advisors
Illinois
$2.54M -$2.58M -27,834 -50%
HH
623
Hilltop Holdings
Texas
$2.54M +$105K +1,138 +4%
DA
624
Doliver Advisors
Texas
$2.53M +$18.5K +200 +0.7%
EIG
625
Ellenbecker Investment Group
Wisconsin
$2.52M +$5.92K +64 +0.2%
23 24
25
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