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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 %
LFAS
626
Level Four Advisory Services
Texas
$2.7M +$244K +2,514 +10%
DAS
627
Dynamic Advisor Solutions
Arizona
$2.66M +$747K +7,676 +39%
EIG
628
Ellenbecker Investment Group
Wisconsin
$2.64M +$8.56K +88 +0.3%
P
629
Pitcairn
Pennsylvania
$2.63M +$241K +2,479 +10%
Jones Financial Companies
630
Jones Financial Companies
Missouri
$2.62M -$80.5K -828 -3%
BFS
631
Bradley Foster & Sargent
Connecticut
$2.61M +$402K +4,131 +18%
CC
632
Cipher Capital
New York
$2.61M +$1.24M +12,707 +90%
PCM
633
Palisade Capital Management
New Jersey
$2.6M – – –
VA
634
Valmark Advisers
Ohio
$2.6M +$62.4K +642 +2%
DA
635
Doliver Advisors
Texas
$2.6M +$15.6K +160 +0.6%
AFA
636
Abacus FCF Advisors
Florida
$2.6M +$718K +7,381 +38%
HH
637
Hilltop Holdings
Texas
$2.59M +$60K +617 +2%
HIP
638
HUB Investment Partners
Texas
$2.59M +$2.59M +26,670 New
GRP
639
Global Retirement Partners
California
$2.56M +$188K +1,962 +8%
GP
640
Geneva Partners
Wisconsin
$2.55M +$230K +2,363 +10%
TCM
641
Twin Capital Management
Pennsylvania
$2.55M -$326K -3,357 -11%
IA
642
IFP Advisors
Florida
$2.52M -$2.33M -20,586 -48%
PFO
643
Pathstone Family Office
New Jersey
$2.52M -$6.29M -64,828 -71%
CT
644
Chicago Trust
Illinois
$2.52M -$151K -1,553 -6%
CCP
645
Clarkston Capital Partners
Michigan
$2.52M – – –
KPWS
646
Kestra Private Wealth Services
Texas
$2.51M +$684K +7,032 +38%
BAM
647
Belpointe Asset Management
Nevada
$2.47M -$50.4K -518 -2%
WA
648
Wealth Alliance
New York
$2.46M +$166K +1,709 +7%
CW
649
CreativeOne Wealth
Kansas
$2.45M +$508K +5,220 +26%
HCA
650
Harbor Capital Advisors
Illinois
$2.43M +$2.43M +25,017 New
24 25
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