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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 %
SSB
751
Sandy Spring Bank
Maryland
$1.6M +$61.2K +652 +4%
CCT
752
Capital City Trust
Florida
$1.6M -$11K -117 -0.7%
Dodge & Cox
753
Dodge & Cox
California
$1.6M – – –
SLT
754
St Louis Trust
Missouri
$1.59M – – –
CVM
755
Cheviot Value Management
California
$1.59M +$692K +7,362 +77%
ST
756
Spinnaker Trust
Maine
$1.58M +$4.7K +50 +0.3%
LA
757
Lynch & Associates
Indiana
$1.58M +$17.6K +187 +1%
SFFS
758
Stonehage Fleming Financial Services
Jersey
$1.58M – – –
JIP
759
Jaffetilchin Investment Partners
Florida
$1.58M +$98.2K +950 +7%
GFA
760
Gifford Fong Associates
California
$1.57M – – –
AG
761
Algert Global
California
$1.57M +$42K +447 +3%
SC
762
Stolper & Co
Oklahoma
$1.56M +$59.3K +631 +4%
PGAM
763
Princeton Global Asset Management
New Jersey
$1.56M – – –
TMAM
764
Tokio Marine Asset Management
Japan
$1.56M +$204K +2,166 +15%
DPIM
765
Duff & Phelps Investment Management
Illinois
$1.55M – – –
MPCG
766
Matrix Private Capital Group
New York
$1.55M – – –
IWP
767
Icon Wealth Partners
Texas
$1.54M +$1.32K +14 +0.1%
MJRIC
768
Mogy Joel R Investment Counsel
California
$1.54M – – –
WIA
769
Westbourne Investment Advisors
Maryland
$1.53M – – –
BTWM
770
Baker Tilly Wealth Management
Wisconsin
$1.53M -$166K -1,766 -10%
SFI
771
Siemens Fonds Invest
Germany
$1.52M -$2M -21,306 -57%
TPA
772
Trivium Point Advisory
Connecticut
$1.52M -$500K -5,054 -25%
HWM
773
HB Wealth Management
Georgia
$1.51M +$478K +5,086 +46%
RIL
774
Rothschild Investment LLC
Illinois
$1.51M -$3.29K -35 -0.2%
LA
775
Latitude Advisors
Florida
$1.5M +$845K +8,996 +128%
29 30
31
32 33