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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 %
NAM
726
NorthCrest Asset Manangement
Minnesota
$1.86M +$15.6K +169 +0.8%
CA
727
Continuum Advisory
Idaho
$1.86M -$25.7K -278 -1%
WMSA
728
Weiss Multi-Strategy Advisers
New York
$1.85M -$15.2M -163,730 -89%
AAIM
729
American Assets Investment Management
California
$1.85M – – –
ANTB
730
AMG National Trust Bank
Colorado
$1.85M -$268K -2,900 -13%
Verition Fund Management
731
Verition Fund Management
Connecticut
$1.84M +$1.45M +15,711 +375%
SC
732
SouthState Corp
Florida
$1.84M +$20.6K +223 +1%
GSB
733
Greenfield Savings Bank
Massachusetts
$1.84M -$3.89K -42 -0.2%
GSWM
734
Greenup Street Wealth Management
Michigan
$1.84M +$686K +7,405 +60%
IRAG
735
Investment Research & Advisory Group
Georgia
$1.83M +$13.6K +147 +0.7%
HWAM
736
Hennion & Walsh Asset Management
New Jersey
$1.83M -$70.5K -761 -4%
EWA
737
EP Wealth Advisors
California
$1.83M -$38.6M -417,155 -95%
IA
738
IFP Advisors
Florida
$1.81M -$365K -3,942 -17%
APWA
739
Atlas Private Wealth Advisors
New Jersey
$1.8M +$119K +1,281 +7%
TFA
740
Teamwork Financial Advisors
Texas
$1.8M +$271K +2,930 +18%
HCP
741
Holt Capital Partners
Texas
$1.78M +$2.78K +30 +0.2%
ADIM
742
Alpha DNA Investment Management
Maryland
$1.77M +$1.77M +19,126 New
CCA
743
Checchi Capital Advisers
California
$1.75M -$51.4K -555 -3%
BMSSC
744
B. Metzler seel. Sohn & Co
Germany
$1.75M -$1.85M -20,000 -51%
RIA
745
Realta Investment Advisors
Delaware
$1.74M – – –
BTWM
746
Baker Tilly Wealth Management
Wisconsin
$1.74M -$27.8K -300 -2%
HAS
747
HBW Advisory Services
California
$1.73M +$1.73M +18,730 New
RT
748
Rockland Trust
Massachusetts
$1.73M -$3.7K -40 -0.2%
IAMOG
749
Investors Asset Management of Georgia
Georgia
$1.73M – – –
ARMT
750
Amica Retiree Medical Trust
Rhode Island
$1.73M +$87K +940 +5%
28 29
30
31 32