PM icon

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 %
SA
651
Shilanski & Associates
Alaska
$2.35M +$81.8K +884 +4%
HCM
652
Huber Capital Management
California
$2.35M -$704K -7,600 -23%
GRP
653
Global Retirement Partners
California
$2.35M -$62.8K -688 -3%
FCM
654
Fortis Capital Management
Washington
$2.32M +$2.32M +25,023 New
HCA
655
Harbor Capital Advisors
Illinois
$2.32M – – –
MC
656
Mount Capital
United Kingdom
$2.31M – – –
MNBTD
657
Moody National Bank Trust Division
Texas
$2.3M +$26.1K +282 +1%
LOPW
658
Live Oak Private Wealth
North Carolina
$2.29M -$5.83K -63 -0.3%
RIM
659
Redwood Investment Management
Arizona
$2.28M +$377K +4,068 +20%
Capstone Investment Advisors
660
Capstone Investment Advisors
New York
$2.28M +$862K +9,311 +61%
ACM
661
Ardent Capital Management
Ohio
$2.27M +$346K +3,734 +18%
CG
662
Caprock Group
Idaho
$2.25M -$329K -3,503 -13%
RCM
663
Radnor Capital Management
Pennsylvania
$2.25M +$2.25M +24,311 New
Credit Agricole
664
Credit Agricole
France
$2.25M +$205K +2,212 +10%
3IP
665
3Chopt Investment Partners
Virginia
$2.24M +$623K +6,643 +39%
PFA
666
Pathway Financial Advisers
Indiana
$2.23M +$2.23M +24,067 New
MIM
667
Meixler Investment Management
Arizona
$2.21M -$697K -7,532 -24%
PAM
668
Paradigm Asset Management
New York
$2.2M -$139K -1,500 -6%
RPC
669
Rossmore Private Capital
Connecticut
$2.19M -$12.8K -138 -0.6%
LFAS
670
Level Four Advisory Services
Texas
$2.19M -$362K -3,907 -14%
BCM
671
Buckhead Capital Management
Georgia
$2.19M +$84.9K +917 +4%
KCG
672
Kinsale Capital Group
Virginia
$2.18M +$325K +3,507 +17%
BOH
673
Bank of Hawaii
Hawaii
$2.16M +$149K +1,614 +7%
Jones Financial Companies
674
Jones Financial Companies
Missouri
$2.15M -$23.3K -252 -1%
KMWM
675
Keudell/Morrison Wealth Management
Oregon
$2.14M -$46.5K -502 -2%
25 26
27
28 29