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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 %
KCPG
726
Kavar Capital Partners Group
Kansas
$1.86M -$55.7K -550 -3%
AIM
727
Aigen Investment Management
New York
$1.85M +$1.85M +18,301 New
HWAM
728
Hennion & Walsh Asset Management
New Jersey
$1.85M +$317K +3,131 +21%
BMC
729
Beaton Management Company
Massachusetts
$1.84M – – –
MCAI
730
Members Capital Advisors Inc
Wisconsin
$1.84M – – –
AAM
731
Aureus Asset Management
Massachusetts
$1.84M +$63.4K +626 +4%
CWS
732
Confluence Wealth Services
Pennsylvania
$1.82M +$711K +7,026 +64%
PMA
733
Prudent Man Advisors
Illinois
$1.81M +$211K +2,083 +13%
AIA
734
Affinity Investment Advisors
California
$1.8M – – –
SP
735
Symmetry Partners
Connecticut
$1.79M +$213K +2,108 +14%
RIL
736
Rothschild Investment LLC
Illinois
$1.79M +$136K +1,346 +8%
RT
737
Rockland Trust
Massachusetts
$1.78M -$30.1K -297 -2%
SLI
738
Sumitomo Life Insurance
Japan
$1.78M -$39.1K -386 -2%
MA
739
Montag & Associates
Georgia
$1.78M +$1.43K +14 +0.1%
S
740
Seeyond
France
$1.78M +$529K +5,227 +42%
IB
741
Intrust Bank
Kansas
$1.78M -$230K -2,274 -11%
CB
742
Cadence Bank
Mississippi
$1.78M -$21.3K -210 -1%
WSCM
743
Wellington Shields Capital Management
New York
$1.78M – – –
CCT
744
Capital City Trust
Florida
$1.78M +$9.61K +95 +0.5%
WI
745
Wedgewood Investors
Pennsylvania
$1.77M -$5.06K -50 -0.3%
RIM
746
Regent Investment Management
Kentucky
$1.77M – – –
TCM
747
Tandem Capital Management
New Jersey
$1.76M +$66.5K +657 +4%
CFGS
748
Concourse Financial Group Securities
Alabama
$1.76M -$14.8K -144 -0.8%
LA
749
Lynch & Associates
Indiana
$1.76M +$22.4K +221 +1%
GAG
750
GM Advisory Group
New York
$1.76M – – –
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