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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 %
EH
626
Equitable Holdings
New York
$2.59M +$428K +4,386 +20%
CCM
627
Coldstream Capital Management
Washington
$2.59M -$123K -1,256 -5%
GRP
628
Global Retirement Partners
California
$2.57M -$36.1K -370 -1%
BFS
629
Bradley Foster & Sargent
Connecticut
$2.57M -$55.9K -573 -2%
HH
630
Hilltop Holdings
Texas
$2.57M -$38.2K -391 -1%
P
631
Pitcairn
Pennsylvania
$2.55M -$95.6K -979 -4%
CA
632
Clearstead Advisors
Ohio
$2.54M +$2.09M +21,404 +459%
CCP
633
Clarkston Capital Partners
Michigan
$2.53M – – –
LCM
634
LVM Capital Management
Michigan
$2.52M +$102K +1,050 +4%
XSC
635
X-Square Capital
Puerto Rico
$2.51M -$342K -3,504 -12%
CT
636
Chicago Trust
Illinois
$2.49M -$44.5K -456 -2%
PAM
637
Paradigm Asset Management
New York
$2.47M +$1.38M +14,100 +126%
HF
638
HRT Financial
New York
$2.46M -$72.5M -743,303 -97%
FIA
639
Foundations Investment Advisors
Arizona
$2.45M -$274K -2,806 -10%
HCA
640
Harbor Capital Advisors
Illinois
$2.44M – – –
MC
641
Mount Capital
United Kingdom
$2.44M – – –
TW
642
TrinityPoint Wealth
Connecticut
$2.44M +$56.3K +577 +2%
GLAM
643
Gardner Lewis Asset Management
Pennsylvania
$2.43M +$931K +9,534 +62%
LOPW
644
Live Oak Private Wealth
North Carolina
$2.42M +$914K +9,367 +61%
VFA
645
Voya Financial Advisors
Connecticut
$2.42M +$209K +2,142 +9%
MNBTD
646
Moody National Bank Trust Division
Texas
$2.4M -$17.5K -179 -0.7%
SA
647
Shilanski & Associates
Alaska
$2.39M +$85.1K +872 +4%
QC
648
Quadrature Capital
United Kingdom
$2.37M +$2.37M +24,274 New
TCM
649
Teza Capital Management
Illinois
$2.35M -$2.97M -30,424 -56%
SWP
650
Stratos Wealth Partners
Ohio
$2.34M +$124K +1,266 +6%
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