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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
676
Ameritas Investment Partners
Nebraska
$1.9M -$59.5K -633 -3%
BCWM
677
Bartlett & Co Wealth Management
Ohio
$1.9M -$9.33K -98 -0.5%
CG
678
Caprock Group
Idaho
$1.9M +$11.7K +123 +0.6%
LNC
679
Lincoln National Corp
Pennsylvania
$1.9M +$347K +3,692 +22%
BC
680
Bartlett & Co
Ohio
$1.89M -$9.32K -98 -0.5%
WP
681
WMS Partners
Maryland
$1.89M +$549K +5,840 +41%
SVWAG
682
Sound View Wealth Advisors Group
Georgia
$1.89M -$2.16K -23 -0.1%
FCA
683
FinTrust Capital Advisors
South Carolina
$1.89M +$1.75M +18,616 +1,293%
MHS
684
M Holdings Securities
Oregon
$1.88M +$1.88M +20,038 New
AAIM
685
American Assets Investment Management
California
$1.88M – – –
RPC
686
Rossmore Private Capital
Connecticut
$1.88M – – –
EAM
687
Erste Asset Management
Austria
$1.87M +$288K +3,069 +18%
BHBT
688
Burke & Herbert Bank & Trust
Virginia
$1.87M -$4.51K -48 -0.2%
RT
689
Rockland Trust
Massachusetts
$1.87M -$252K -2,681 -12%
SLI
690
Sumitomo Life Insurance
Japan
$1.86M -$33.3K -355 -2%
WG
691
Welch Group
Alabama
$1.86M -$6.39K -68 -0.3%
SWP
692
Strategic Wealth Partners
Ohio
$1.85M +$347K +3,691 +23%
LA
693
Legacy Advisors
Pennsylvania
$1.85M +$1.62M +16,974 +680%
LCP
694
Legacy Capital Partners
Wisconsin
$1.85M +$51.7K +550 +3%
CT
695
Cambridge Trust
Massachusetts
$1.84M -$82.2K -875 -4%
MBT
696
Montecito Bank & Trust
California
$1.84M -$56.3K -600 -3%
TI
697
Trexquant Investment
Connecticut
$1.84M -$2.01M -21,420 -52%
IRAG
698
Investment Research & Advisory Group
Georgia
$1.84M -$51.3K -546 -3%
BWM
699
Buckley Wealth Management
Nevada
$1.84M +$208K +2,210 +13%
MSS
700
Mitchell Sinkler & Starr
Pennsylvania
$1.83M – – –
26 27
28
29 30