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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 %
BCWM
676
Bartlett & Co Wealth Management
Ohio
$2.08M +$108K +1,052 +5%
PFA
677
Pathway Financial Advisers
Indiana
$2.07M +$2.07M +20,481 New
MAS
678
Meeder Advisory Services
Ohio
$2.07M +$2.07M +20,416 New
DA
679
DCM Advisors
New York
$2.06M +$1.24M +12,298 +152%
TCPWM
680
Traverso Chambers Private Wealth Management
California
$2.06M +$15.5K +153 +0.8%
WG
681
Welch Group
Alabama
$2.06M +$10.5K +104 +0.5%
BMCM
682
Bryn Mawr Capital Management
Pennsylvania
$2.06M +$314K +3,099 +18%
LF
683
Lee Financial
Texas
$2.05M -$25.1K -248 -1%
S
684
SignatureFD
Georgia
$2.05M +$18.6K +184 +0.9%
AWA
685
Arkadios Wealth Advisors
Georgia
$2.04M +$302K +2,988 +17%
BAM
686
Berkshire Asset Management
Pennsylvania
$2.04M -$93.2K -921 -4%
AAIM
687
American Assets Investment Management
California
$2.02M – – –
CW
688
CreativeOne Wealth
Kansas
$2.02M +$641K +6,329 +46%
GSB
689
Greenfield Savings Bank
Massachusetts
$2.02M -$86K -850 -4%
BHBT
690
Burke & Herbert Bank & Trust
Virginia
$2.02M – – –
PNAA
691
Pictet North America Advisors
Switzerland
$2.01M +$18.7K +185 +0.9%
TAM
692
Todd Asset Management
Kentucky
$2.01M +$12.7K +125 +0.6%
WSTAM
693
Wilbanks Smith & Thomas Asset Management
Virginia
$2.01M +$45.5K +450 +2%
CFG
694
Citizens Financial Group
Rhode Island
$1.99M +$72.5K +707 +4%
CIP
695
Convergence Investment Partners
Florida
$1.99M -$7.49K -74 -0.4%
DAS
696
Dynamic Advisor Solutions
Arizona
$1.99M +$81.8K +808 +4%
FCA
697
FinTrust Capital Advisors
South Carolina
$1.99M +$8.3K +82 +0.4%
RIM
698
Redwood Investment Management
Arizona
$1.98M +$1.98M +19,599 New
IRAG
699
Investment Research & Advisory Group
Georgia
$1.98M +$2.02K +20 +0.1%
WP
700
WMS Partners
Maryland
$1.97M -$41K -405 -2%
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