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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 %
SOAMC
751
Spirit of America Management Corp
New York
$1.76M -$101K -1,000 -5%
GJIC
752
Gamble Jones Investment Counsel
California
$1.75M – – –
FAM
753
Fred Alger Management
New York
$1.75M +$169K +1,666 +11%
QOP
754
Quinn Opportunity Partners
Virginia
$1.75M – – –
HI
755
Hendershot Investments
Virginia
$1.75M -$61.9K -612 -3%
BMWM
756
Brown Miller Wealth Management
Virginia
$1.74M +$2.43K +24 +0.1%
ACL
757
Applied Capital LLC
Florida
$1.74M +$1.74M +17,204 New
BTWM
758
Baker Tilly Wealth Management
Wisconsin
$1.74M +$42.4K +419 +3%
CA
759
Continuum Advisory
Idaho
$1.74M +$125K +1,232 +8%
PA
760
Profund Advisors
Maryland
$1.73M +$159K +1,568 +10%
FMAEN1
761
Fund Management at Engine No 1
California
$1.73M +$218K +2,158 +14%
Vontobel Holding
762
Vontobel Holding
Switzerland
$1.73M -$523K -5,177 -23%
BA
763
Bluesphere Advisors
Pennsylvania
$1.72M +$119K +1,179 +7%
Dodge & Cox
764
Dodge & Cox
California
$1.72M – – –
RFM
765
Royal Fund Management
Florida
$1.72M +$406K +4,011 +31%
ST
766
Spinnaker Trust
Maine
$1.71M – – –
BFEC
767
Benjamin F. Edwards & Company
Missouri
$1.7M -$11.3K -112 -0.7%
BSW
768
Buckingham Strategic Wealth
Missouri
$1.7M -$399K -3,944 -19%
ARMT
769
Amica Retiree Medical Trust
Rhode Island
$1.7M +$332K +3,276 +24%
CAM
770
Concorde Asset Management
Michigan
$1.69M +$673K +6,653 +66%
GFA
771
Gifford Fong Associates
California
$1.69M – – –
MJRIC
772
Mogy Joel R Investment Counsel
California
$1.69M +$30.4K +300 +2%
JIP
773
Jaffetilchin Investment Partners
Florida
$1.68M +$115K +1,133 +7%
MPCG
774
Matrix Private Capital Group
New York
$1.68M -$820 -8 -0%
MW
775
Marcum Wealth
Ohio
$1.68M -$137K -1,350 -8%
29 30
31
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