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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
676
Bahl & Gaynor
Ohio
$2.13M +$19.7K +202 +0.9%
GI
677
GAMCO Investors
Connecticut
$2.12M -$166K -1,705 -7%
BOH
678
Bank of Hawaii
Hawaii
$2.12M -$96.4K -987 -4%
SIA
679
Schechter Investment Advisors
Michigan
$2.12M +$243K +2,488 +13%
KC
680
Kinloch Capital
Virginia
$2.12M -$51.6K -529 -2%
PPC
681
Park Place Capital
Alabama
$2.1M -$122K -1,254 -5%
WTB
682
Washington Trust Bank
Washington
$2.09M -$4.98K -51 -0.2%
RWM
683
Ritholtz Wealth Management
New York
$2.08M +$168K +1,721 +9%
FAM
684
Fred Alger Management
New York
$2.08M – – –
TSWM
685
Tyler-Stone Wealth Management
Ohio
$2.07M +$2.07M +21,162 New
ISWM
686
Independent Solutions Wealth Management
New York
$2.06M +$39.3K +403 +2%
AWA
687
Arkadios Wealth Advisors
Georgia
$2.06M +$116K +1,188 +6%
HFM
688
Hartford Financial Management
Connecticut
$2.06M -$5.37K -55 -0.3%
SIP
689
Stoneridge Investment Partners
Pennsylvania
$2.06M -$175K -1,789 -8%
TYCC
690
Texas Yale Capital Corp
Florida
$2.05M -$741K -7,588 -27%
CCT
691
Capital City Trust
Florida
$2.04M +$238K +2,440 +13%
ACM
692
Ardent Capital Management
Ohio
$2.03M +$8.69K +89 +0.4%
ERSOT
693
Employees Retirement System of Texas
Texas
$2.03M -$7.12M -72,901 -78%
GBT
694
Grove Bank & Trust
Florida
$2.02M -$62.6K -641 -3%
MAS
695
Meeder Advisory Services
Ohio
$2.02M -$138K -1,409 -6%
PCM
696
Poehling Capital Management
Wisconsin
$2.02M -$1.83M -18,751 -48%
RIM
697
Redwood Investment Management
Arizona
$2.01M +$17.1K +175 +0.9%
SWM
698
Spire Wealth Management
Virginia
$2.01M -$24K -246 -1%
HWAM
699
Hennion & Walsh Asset Management
New Jersey
$2.01M -$186K -1,908 -8%
TCPWM
700
Traverso Chambers Private Wealth Management
California
$1.99M +$293 +3 +0%
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