PM icon

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 %
SWIM
726
Smallwood Wealth Investment Management
New Jersey
$1.72M – – –
BMC
727
Beaton Management Company
Massachusetts
$1.71M – – –
DWA
728
Douglass Winthrop Advisors
New York
$1.71M -$21.5K -229 -1%
MCAI
729
Members Capital Advisors Inc
Wisconsin
$1.71M – – –
ISWM
730
Independent Solutions Wealth Management
New York
$1.7M +$243K +2,583 +17%
WSCM
731
Wellington Shields Capital Management
New York
$1.68M +$1.07M +30,186 +177%
CFGS
732
Concourse Financial Group Securities
Alabama
$1.68M -$92.3K -970 -5%
BAM
733
Belpointe Asset Management
Nevada
$1.68M +$89.4K +952 +6%
CWM
734
C2C Wealth Management
Arizona
$1.67M – – –
CCA
735
Checchi Capital Advisers
California
$1.67M +$55.3K +589 +3%
IC
736
IEQ Capital
California
$1.67M +$358K +3,813 +27%
SC
737
SouthState Corp
Florida
$1.66M +$59.4K +632 +4%
WI
738
Wedgewood Investors
Pennsylvania
$1.66M -$18.8K -200 -1%
OCM
739
One Capital Management
California
$1.66M -$43K -458 -3%
BMCM
740
Bryn Mawr Capital Management
Pennsylvania
$1.65M +$1.65M +17,590 New
RIM
741
Regent Investment Management
Kentucky
$1.64M -$94K -1,000 -5%
RIA
742
Realta Investment Advisors
Delaware
$1.64M +$6.01K +64 +0.4%
SMH
743
Sanders Morris Harris
Texas
$1.64M – – –
GAG
744
GM Advisory Group
New York
$1.63M -$29.1K -310 -2%
BFEC
745
Benjamin F. Edwards & Company
Missouri
$1.63M -$2.16K -23 -0.1%
AssetMark Inc
746
AssetMark Inc
California
$1.63M +$595K +6,334 +58%
B
747
Bailard
California
$1.62M – – –
ETI
748
Enterprise Trust & Investment
California
$1.62M – – –
S
749
Seeyond
France
$1.62M -$48.3K -514 -3%
TCM
750
Tandem Capital Management
New Jersey
$1.61M -$2.26K -22 -0.1%
28 29
30
31 32