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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
651
Fortem Financial Group
California
$2.28M -$412K -4,066 -15%
SIA
652
Schechter Investment Advisors
Michigan
$2.26M +$203K +2,002 +10%
DT
653
Diversified Trust
Tennessee
$2.26M +$149K +1,476 +7%
FFA
654
Founders Financial Alliance
North Carolina
$2.25M +$5.77K +57 +0.3%
FBC
655
Fairfield, Bush & Co
Connecticut
$2.23M -$26.4K -261 -1%
MUAMU
656
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.23M – – –
TSWM
657
Tyler-Stone Wealth Management
Ohio
$2.21M – – –
PPC
658
Park Place Capital
Alabama
$2.2M +$2.2M +21,775 New
WTB
659
Washington Trust Bank
Washington
$2.19M -$42.2K -417 -2%
DCM
660
Dupont Capital Management
Delaware
$2.18M -$719K -7,104 -25%
SC
661
SouthState Corp
Florida
$2.18M +$13.4K +132 +0.6%
TYCC
662
Texas Yale Capital Corp
Florida
$2.16M – – –
GBT
663
Grove Bank & Trust
Florida
$2.15M -$94.7K -936 -4%
CAG
664
Csenge Advisory Group
Florida
$2.14M +$192K +1,899 +10%
RCM
665
Radnor Capital Management
Pennsylvania
$2.14M – – –
HFM
666
Hartford Financial Management
Connecticut
$2.14M -$4.55K -45 -0.2%
CCM
667
CTC Capital Management
Illinois
$2.14M +$820K +8,100 +62%
ISWM
668
Independent Solutions Wealth Management
New York
$2.12M +$119K +1,178 +6%
ACMA
669
Arbor Capital Management (Alaska)
Alaska
$2.11M +$98.2K +975 +5%
AAS
670
Ameritas Advisory Services
Nebraska
$2.1M +$509K +5,026 +32%
CG
671
Caprock Group
Idaho
$2.1M +$49.4K +482 +2%
ACM
672
Ardent Capital Management
Ohio
$2.09M -$3.85K -38 -0.2%
IAIM
673
International Assets Investment Management
Florida
$2.08M +$1.5M +14,869 +260%
LCM
674
LVM Capital Management
Michigan
$2.08M -$1.44M -14,260 -41%
BC
675
Bartlett & Co
Ohio
$2.08M +$108K +1,052 +5%
25 26
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