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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 %
SWS
676
SYSTM Wealth Solutions
Illinois
$2.12M -$1.21M -13,069 -36%
HKAM
677
Horizon Kinetics Asset Management
New York
$2.11M -$18.5K -200 -0.9%
SLI
678
Sumitomo Life Insurance
Japan
$2.1M +$610K +6,594 +41%
FFA
679
Founders Financial Alliance
North Carolina
$2.1M -$80.5K -869 -4%
EGM
680
Engineers Gate Manager
New York
$2.09M +$2.09M +22,620 New
WB
681
WesBanco Bank
West Virginia
$2.09M -$14.4K -155 -0.7%
PS
682
Pensionfund Sabic
Netherlands
$2.08M – – –
PA
683
Procyon Advisors
Connecticut
$2.07M -$105K -1,136 -5%
TYCC
684
Texas Yale Capital Corp
Florida
$2.06M +$113K +1,225 +6%
FMAEN1
685
Fund Management at Engine No 1
California
$2.06M +$184K +1,991 +10%
CCM
686
Chickasaw Capital Management
Tennessee
$2.05M – – –
PPC
687
Park Place Capital
Alabama
$2.05M +$58.3K +630 +3%
CB
688
CNB Bank
Pennsylvania
$2.05M -$81.2K -877 -4%
ACMA
689
Arbor Capital Management (Alaska)
Alaska
$2.05M -$15.7K -169 -0.8%
BTI
690
Blue Trust Inc
Georgia
$2.05M +$999K +10,235 +95%
FBC
691
Fairfield, Bush & Co
Connecticut
$2.04M +$1.11K +12 +0.1%
GBT
692
Grove Bank & Trust
Florida
$2.04M +$123K +1,328 +6%
S
693
SignatureFD
Georgia
$2.04M +$248K +2,677 +14%
SF
694
Slagle Financial
Illinois
$2.02M +$151K +1,627 +8%
CL
695
Choreo LLC
Illinois
$2.01M -$153K -1,625 -7%
VWM
696
Venturi Wealth Management
Texas
$2M -$898K -9,701 -31%
SIC
697
Salem Investment Counselors
North Carolina
$1.99M -$209K -2,223 -9%
WTB
698
Washington Trust Bank
Washington
$1.98M -$3.24K -35 -0.2%
ISWM
699
Independent Solutions Wealth Management
New York
$1.98M +$20.9K +226 +1%
SWM
700
SeaCrest Wealth Management
New York
$1.97M -$191K -2,059 -9%
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