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Philip Morris
PM

Overview Fund Activity

2,033 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 888 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,033
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.54%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.96%
New
140
Increased
888
Reduced
669
Closed
97
Calls
$390M
Puts
$465M
Net Calls
-$74.6M
Net Calls Change
-$244M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.18B
2
Capital International Investors
Capital International Investors
California
+$447M
3
Citadel Advisors
Citadel Advisors
Florida
+$340M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$211M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$136M

Top Sellers

1
BlackRock
BlackRock
New York
-$756M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$567M
3
GQG Partners
GQG Partners
Florida
-$262M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$240M
5
State Street
State Street
Massachusetts
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISWM
701
Independent Solutions Wealth Management
New York
$2.01M -$21.8K -224 -1%
AC
702
Addison Capital
Pennsylvania
$2.01M -$553K -5,688 -22%
ACM
703
Ardent Capital Management
Ohio
$2.01M +$3.7K +38 +0.2%
EFS
704
Essex Financial Services
Connecticut
$2M +$157K +1,610 +8%
CA
705
Cortland Associates
Missouri
$2M +$177K +1,817 +10%
BC
706
Bartlett & Co
Ohio
$1.99M -$8.87K -90 -0.4%
BCWM
707
Bartlett & Co Wealth Management
Ohio
$1.99M -$8.86K -90 -0.4%
RIM
708
Redwood Investment Management
Arizona
$1.99M +$80.1K +824 +4%
FCA
709
FinTrust Capital Advisors
South Carolina
$1.99M – – –
TCPWM
710
Traverso Chambers Private Wealth Management
California
$1.98M +$292 +3 +0%
WG
711
Welch Group
Alabama
$1.98M +$1.07K +11 +0.1%
SC
712
SouthState Corp
Florida
$1.98M -$110K -1,136 -5%
DA
713
DCM Advisors
New York
$1.98M -$6.81K -70 -0.3%
DT
714
Diversified Trust
Tennessee
$1.97M -$202K -2,082 -9%
EF
715
Empowered Funds
Pennsylvania
$1.96M +$366K +3,766 +23%
RA
716
Rockingstone Advisors
Massachusetts
$1.95M +$142K +1,465 +8%
BMCM
717
Bryn Mawr Capital Management
Pennsylvania
$1.95M -$28.2K -290 -1%
CIP
718
Convergence Investment Partners
Florida
$1.95M +$30.6K +315 +2%
MUAMU
719
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.95M -$195K -2,000 -9%
AAIM
720
American Assets Investment Management
California
$1.95M – – –
TAM
721
Todd Asset Management
Kentucky
$1.94M +$9.24K +95 +0.5%
NAM
722
NorthCrest Asset Manangement
Minnesota
$1.94M +$1.51M +15,515 +351%
GSB
723
Greenfield Savings Bank
Massachusetts
$1.94M -$2.43K -25 -0.1%
BTWM
724
Baker Tilly Wealth Management
Wisconsin
$1.94M +$267K +2,749 +16%
AWA
725
Arkadios Wealth Advisors
Georgia
$1.94M -$26.7K -275 -1%
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