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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 %
ZCM
626
Ziegler Capital Management
Illinois
$2.51M +$27.8K +300 +1%
PI
627
PineBridge Investments
New York
$2.51M -$2.1M -22,700 -46%
XSC
628
X-Square Capital
Puerto Rico
$2.51M – – –
SWP
629
Stratos Wealth Partners
Ohio
$2.51M +$285K +3,075 +13%
VFP
630
Verus Financial Partners
Virginia
$2.5M +$830 +9 +0%
WF
631
Welch & Forbes
Massachusetts
$2.5M -$50K -540 -2%
OWA
632
Octavia Wealth Advisors
Ohio
$2.49M +$11.8K +126 +0.5%
PCM
633
Palisade Capital Management
New Jersey
$2.48M – – –
HAIM
634
Hunter Associates Investment Management
Pennsylvania
$2.47M -$169K -1,817 -6%
CT
635
Chicago Trust
Illinois
$2.46M +$104K +1,125 +4%
MWM
636
Meridian Wealth Management
Kentucky
$2.44M +$1.2M +13,005 +97%
WANY
637
Wealthspire Advisors (New York)
New York
$2.44M +$238K +2,569 +11%
CCM
638
Coldstream Capital Management
Washington
$2.44M -$17.6K -190 -0.7%
Walleye Capital
639
Walleye Capital
New York
$2.44M +$2.21M +23,896 +979%
BCM
640
Brookstone Capital Management
Illinois
$2.43M -$90.5K -997 -4%
SIA
641
Schechter Investment Advisors
Michigan
$2.43M +$417K +4,503 +21%
DAS
642
Dynamic Advisor Solutions
Arizona
$2.42M -$409K -4,416 -14%
UCFA
643
United Capital Financial Advisors
Texas
$2.4M -$160K -1,727 -6%
CCP
644
Clarkston Capital Partners
Michigan
$2.4M – – –
BOSSRA
645
B.O.S.S. Retirement Advisors
Utah
$2.39M -$211K -2,276 -8%
CS
646
Comerica Securities
Michigan
$2.38M -$2.58M -27,458 -52%
VFA
647
Voya Financial Advisors
Connecticut
$2.38M +$73.6K +791 +3%
GLAM
648
Gardner Lewis Asset Management
Pennsylvania
$2.37M +$64.3K +695 +3%
PTC
649
Private Trust Company
Ohio
$2.37M -$180K -1,946 -7%
TW
650
TrinityPoint Wealth
Connecticut
$2.36M +$50.2K +542 +2%
24 25
26
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