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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 %
MC
651
Mount Capital
United Kingdom
$2.43M – – –
LCM
652
LVM Capital Management
Michigan
$2.41M +$411K +4,230 +21%
MNBTD
653
Moody National Bank Trust Division
Texas
$2.41M +$6.61K +68 +0.3%
LA
654
Lifeworks Advisors
Michigan
$2.41M -$497K -5,115 -17%
PTC
655
Private Trust Company
Ohio
$2.4M +$69.2K +712 +3%
OWA
656
Octavia Wealth Advisors
Ohio
$2.4M -$296 -3 -0%
TW
657
TrinityPoint Wealth
Connecticut
$2.37M +$143K +1,475 +6%
PCM
658
Prelude Capital Management
New York
$2.37M +$2.37M +24,358 New
FFG
659
Fortem Financial Group
California
$2.35M +$160K +1,648 +7%
WANY
660
Wealthspire Advisors (New York)
New York
$2.34M -$244K -2,506 -9%
CB
661
CNB Bank
Pennsylvania
$2.33M +$81.3K +836 +4%
SA
662
Shilanski & Associates
Alaska
$2.33M +$60.5K +613 +3%
ANTB
663
AMG National Trust Bank
Colorado
$2.32M +$467K +4,799 +25%
KMWM
664
Keudell/Morrison Wealth Management
Oregon
$2.32M -$53.9K -554 -2%
SWM
665
SeaCrest Wealth Management
New York
$2.29M -$54.1K -556 -2%
GI
666
GAMCO Investors
Connecticut
$2.28M +$2.28M +23,470 New
BCM
667
Buckhead Capital Management
Georgia
$2.28M -$207K -2,126 -8%
MCIA
668
Mountain Capital Investment Advisors
Colorado
$2.28M -$9.58K -96 -0.4%
BTI
669
Blue Trust Inc
Georgia
$2.25M +$243K +2,396 +12%
HKAM
670
Horizon Kinetics Asset Management
New York
$2.23M +$9.73K +100 +0.4%
FFA
671
Founders Financial Alliance
North Carolina
$2.23M -$15.9K -157 -0.7%
SIP
672
Stoneridge Investment Partners
Pennsylvania
$2.22M +$2.22M +22,873 New
PPC
673
Park Place Capital
Alabama
$2.22M +$100K +1,031 +5%
BOH
674
Bank of Hawaii
Hawaii
$2.21M -$66.5K -684 -3%
CAG
675
Csenge Advisory Group
Florida
$2.21M +$150K +1,542 +7%
25 26
27
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