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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 %
EWM
726
Empirical Wealth Management
Washington
$1.93M +$53.5K +550 +3%
KI
727
Kula Investments
Illinois
$1.93M +$1.93M +19,804 New
WSTAM
728
Wilbanks Smith & Thomas Asset Management
Virginia
$1.92M -$9.73K -100 -0.5%
CFG
729
Citizens Financial Group
Rhode Island
$1.92M +$2.17K +22 +0.1%
SAG
730
SageView Advisory Group
California
$1.92M +$410K +4,216 +27%
MC
731
Moors & Cabot
Massachusetts
$1.91M +$57.3K +589 +3%
RWM
732
Ritholtz Wealth Management
New York
$1.9M -$3.01M -30,964 -61%
IRAG
733
Investment Research & Advisory Group
Georgia
$1.89M -$11.3K -116 -0.6%
WP
734
WMS Partners
Maryland
$1.89M +$2.63K +27 +0.1%
JWBC
735
J.W. Burns & Co
New York
$1.89M +$72.3K +743 +4%
AG
736
Algert Global
California
$1.89M – – –
IB
737
Intrust Bank
Kansas
$1.88M +$174K +1,787 +10%
Vontobel Holding
738
Vontobel Holding
Switzerland
$1.88M +$221K +2,269 +13%
AIP
739
Ameritas Investment Partners
Nebraska
$1.88M +$486 +5 +0%
BHBT
740
Burke & Herbert Bank & Trust
Virginia
$1.88M -$58.4K -600 -3%
SIA
741
Schechter Investment Advisors
Michigan
$1.87M -$299K -3,077 -14%
ACS
742
Archford Capital Strategies
Illinois
$1.87M +$226K +2,293 +14%
S
743
SignatureFD
Georgia
$1.86M -$104K -1,073 -5%
CFGS
744
Concourse Financial Group Securities
Alabama
$1.85M +$155K +1,569 +9%
IAMOG
745
Investors Asset Management of Georgia
Georgia
$1.84M -$38.9K -400 -2%
RPC
746
Rossmore Private Capital
Connecticut
$1.83M – – –
ARMT
747
Amica Retiree Medical Trust
Rhode Island
$1.83M +$198K +2,035 +12%
CI
748
Cigna Investments
Connecticut
$1.83M -$33.2K -342 -2%
HCP
749
Holt Capital Partners
Texas
$1.83M -$2.43K -25 -0.1%
FMAEN1
750
Fund Management at Engine No 1
California
$1.83M +$169K +1,738 +10%
28 29
30
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