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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFP
726
Sweet Financial Partners
Minnesota
$1.88M +$584K +5,986 +45%
ACS
727
Archford Capital Strategies
Illinois
$1.87M +$30.3K +310 +2%
WP
728
WMS Partners
Maryland
$1.87M -$27.8K -285 -1%
AFA
729
Abacus FCF Advisors
Florida
$1.87M -$732K -7,500 -28%
HCP
730
Holt Capital Partners
Texas
$1.87M +$33K +338 +2%
EWM
731
Empirical Wealth Management
Washington
$1.87M -$72K -737 -4%
BTWM
732
Baker Tilly Wealth Management
Wisconsin
$1.86M -$84.3K -864 -4%
AIP
733
Ameritas Investment Partners
Nebraska
$1.86M -$30.8K -315 -2%
DT
734
Diversified Trust
Tennessee
$1.86M -$116K -1,192 -6%
IAMOG
735
Investors Asset Management of Georgia
Georgia
$1.84M -$4.88K -50 -0.3%
BMCM
736
Bryn Mawr Capital Management
Pennsylvania
$1.84M -$116K -1,190 -6%
CI
737
Cigna Investments
Connecticut
$1.83M -$3.71K -38 -0.2%
SSB
738
Sandy Spring Bank
Maryland
$1.83M +$11.8K +121 +0.7%
RT
739
Rockland Trust
Massachusetts
$1.83M +$53K +543 +3%
FT
740
Fiduciary Trust
Massachusetts
$1.82M +$1.17K +12 +0.1%
CFGS
741
Concourse Financial Group Securities
Alabama
$1.82M -$40.2K -407 -2%
MSS
742
Mitchell Sinkler & Starr
Pennsylvania
$1.81M – – –
BHBT
743
Burke & Herbert Bank & Trust
Virginia
$1.8M -$82K -840 -4%
TSW
744
Thompson Siegel & Walmsley
Virginia
$1.78M +$537K +5,500 +43%
BMC
745
Beaton Management Company
Massachusetts
$1.78M +$586 +6 +0%
APWA
746
Atlas Private Wealth Advisors
New Jersey
$1.78M +$929K +9,513 +110%
WorldQuant Millennium Advisors
747
WorldQuant Millennium Advisors
New York
$1.76M +$747K +7,653 +74%
RFG
748
Range Financial Group
Oregon
$1.75M +$141K +1,444 +9%
OP
749
ORG Partners
Indiana
$1.75M +$392K +3,994 +29%
CIP
750
Convergence Investment Partners
Florida
$1.75M -$206K -2,111 -11%
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