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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 %
AIA
701
Affinity Investment Advisors
California
$1.83M -$2.26K -24 -0.1%
IAMOG
702
Investors Asset Management of Georgia
Georgia
$1.83M +$21.1K +225 +1%
GJIC
703
Gamble Jones Investment Counsel
California
$1.82M -$99.3K -1,057 -5%
TAM
704
Todd Asset Management
Kentucky
$1.82M +$16.3K +173 +0.9%
CW
705
Connectus Wealth
Ohio
$1.81M -$235K -2,478 -11%
AAS
706
Annex Advisory Services
Wisconsin
$1.8M +$87.8K +935 +5%
KPWS
707
Kestra Private Wealth Services
Texas
$1.8M +$205K +2,184 +13%
WSTAM
708
Wilbanks Smith & Thomas Asset Management
Virginia
$1.79M +$611K +6,168 +52%
ACM
709
AlphaCrest Capital Management
New York
$1.79M +$210K +2,238 +13%
Carson Wealth (CWM LLC)
710
Carson Wealth (CWM LLC)
Nebraska
$1.79M +$377K +4,018 +27%
HI
711
Hendershot Investments
Virginia
$1.78M -$45.9K -488 -3%
NCM
712
Narwhal Capital Management
Georgia
$1.78M – – –
ANTB
713
AMG National Trust Bank
Colorado
$1.77M -$40.2K -428 -2%
BST
714
Bath Savings Trust
Maine
$1.77M – – –
CA
715
Cortland Associates
Missouri
$1.76M – – –
JWBC
716
J.W. Burns & Co
New York
$1.75M -$90.3K -962 -5%
BSW
717
Buckingham Strategic Wealth
Missouri
$1.75M +$107K +1,138 +7%
SOAMC
718
Spirit of America Management Corp
New York
$1.75M – – –
MAM
719
Meeder Asset Management
Ohio
$1.75M +$1.75M +18,598 New
BG
720
Bahl & Gaynor
Ohio
$1.75M -$605K -6,442 -26%
THWM
721
Taylor Hoffman Wealth Management
Virginia
$1.75M -$14.1K -150 -0.8%
BPM
722
Bowling Portfolio Management
Ohio
$1.74M +$1.74M +18,485 New
BFG
723
Beacon Financial Group
Texas
$1.73M +$19K +201 +1%
EFS
724
Essex Financial Services
Connecticut
$1.72M +$137K +1,455 +9%
S
725
SignatureFD
Georgia
$1.72M -$81K -862 -4%
27 28
29
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