PM icon

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 %
FT
701
Fiduciary Trust
Massachusetts
$1.97M -$46.3K -457 -2%
AG
702
Algert Global
California
$1.96M +$86.3K +853 +5%
AIP
703
Ameritas Investment Partners
Nebraska
$1.96M -$34.9K -345 -2%
EWM
704
Empirical Wealth Management
Washington
$1.96M -$27K -267 -1%
IAMOG
705
Investors Asset Management of Georgia
Georgia
$1.95M -$6.58K -65 -0.3%
AFA
706
Abacus FCF Advisors
Florida
$1.95M +$345K +3,406 +21%
CI
707
Cigna Investments
Connecticut
$1.94M +$10.1K +100 +0.5%
ANTB
708
AMG National Trust Bank
Colorado
$1.93M -$93.4K -923 -5%
MC
709
Moors & Cabot
Massachusetts
$1.92M -$44.2K -437 -2%
EFS
710
Essex Financial Services
Connecticut
$1.92M +$37K +366 +2%
CCA
711
Checchi Capital Advisers
California
$1.91M -$135K -1,337 -7%
SSB
712
Sandy Spring Bank
Maryland
$1.91M +$50.5K +499 +3%
DWA
713
Douglass Winthrop Advisors
New York
$1.91M -$304 -3 -0%
HCP
714
Holt Capital Partners
Texas
$1.91M -$94.1K -930 -5%
RPC
715
Rossmore Private Capital
Connecticut
$1.91M – – –
KPWS
716
Kestra Private Wealth Services
Texas
$1.9M +$177K +1,748 +10%
CA
717
Cortland Associates
Missouri
$1.89M – – –
JWBC
718
J.W. Burns & Co
New York
$1.89M -$3.54K -35 -0.2%
RA
719
Rockingstone Advisors
Massachusetts
$1.89M +$1.89M +18,629 New
MMG
720
Monetary Management Group
Missouri
$1.88M +$638K +6,300 +51%
MSS
721
Mitchell Sinkler & Starr
Pennsylvania
$1.88M -$97.4K -962 -5%
BFG
722
Beacon Financial Group
Texas
$1.88M +$67.8K +670 +4%
AC
723
Avestar Capital
New York
$1.88M -$231K -2,278 -11%
SWIM
724
Smallwood Wealth Investment Management
New Jersey
$1.86M +$2.63K +26 +0.1%
RIA
725
Realta Investment Advisors
Delaware
$1.86M +$21.2K +209 +1%
27 28
29
30 31