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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 %
FAM
701
Fred Alger Management
New York
$1.97M – – –
KC
702
Kinloch Capital
Virginia
$1.97M -$38.9K -420 -2%
HFM
703
Hartford Financial Management
Connecticut
$1.95M – – –
BG
704
Bahl & Gaynor
Ohio
$1.95M -$71K -767 -4%
TSWM
705
Tyler-Stone Wealth Management
Ohio
$1.95M -$9.26K -100 -0.5%
JWBC
706
J.W. Burns & Co
New York
$1.95M +$115K +1,240 +6%
SWM
707
Spire Wealth Management
Virginia
$1.93M +$29.8K +322 +2%
AI
708
Atom Investors
Texas
$1.93M +$1.62M +17,520 +530%
RA
709
Rockingstone Advisors
Massachusetts
$1.92M +$54.5K +589 +3%
VV
710
Verity & Verity
South Carolina
$1.9M -$937K -10,118 -33%
EWM
711
Empirical Wealth Management
Washington
$1.9M +$125K +1,347 +7%
TCPWM
712
Traverso Chambers Private Wealth Management
California
$1.89M +$278 +3 +0%
WG
713
Welch Group
Alabama
$1.89M +$926 +10 +0%
FCA
714
FinTrust Capital Advisors
South Carolina
$1.88M +$64.3K +694 +4%
RCM
715
RNC Capital Management
California
$1.88M -$25.8M -278,827 -93%
DA
716
DCM Advisors
New York
$1.88M -$1.2K -13 -0.1%
IB
717
Intrust Bank
Kansas
$1.88M +$72.3K +781 +4%
CAG
718
Crestwood Advisors Group
Massachusetts
$1.87M +$1.02M +11,036 +120%
EFS
719
Essex Financial Services
Connecticut
$1.87M +$38.3K +414 +2%
MC
720
Moors & Cabot
Massachusetts
$1.87M +$38.9K +420 +2%
LA
721
LVW Advisors
New York
$1.86M -$965K -10,423 -34%
AC
722
Addison Capital
Pennsylvania
$1.86M -$23.1K -250 -1%
FSA
723
Financial Security Advisor
Virginia
$1.86M +$1.86M +19,841 New
SIP
724
Stoneridge Investment Partners
Pennsylvania
$1.86M -$92.1K -995 -5%
DWP
725
Daymark Wealth Partners
Ohio
$1.86M +$336K +3,634 +22%
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