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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 %
TFA
751
Teamwork Financial Advisors
Texas
$1.82M +$407K +4,180 +29%
FT
752
Fiduciary Trust
Massachusetts
$1.81M -$79.4K -816 -4%
SSB
753
Sandy Spring Bank
Maryland
$1.81M -$27.8K -286 -2%
MSS
754
Mitchell Sinkler & Starr
Pennsylvania
$1.8M – – –
CCA
755
Checchi Capital Advisers
California
$1.8M -$42.8K -440 -2%
CCT
756
Capital City Trust
Florida
$1.79M +$85.6K +880 +5%
MMG
757
Monetary Management Group
Missouri
$1.79M -$19.5K -200 -1%
AC
758
Avestar Capital
New York
$1.77M -$56.7K -575 -3%
BMC
759
Beaton Management Company
Massachusetts
$1.77M – – –
RT
760
Rockland Trust
Massachusetts
$1.77M +$53.8K +553 +3%
MCAI
761
Members Capital Advisors Inc
Wisconsin
$1.77M – – –
AAM
762
Aureus Asset Management
Massachusetts
$1.77M +$681 +7 +0%
BAM
763
Berkshire Asset Management
Pennsylvania
$1.76M -$193K -1,988 -10%
CA
764
Continuum Advisory
Idaho
$1.73M +$62.3K +641 +4%
RIA
765
Realta Investment Advisors
Delaware
$1.73M -$56.5K -581 -3%
GAG
766
GM Advisory Group
New York
$1.72M +$34.3K +353 +2%
LF
767
Lee Financial
Texas
$1.72M -$256K -2,624 -13%
MA
768
Montag & Associates
Georgia
$1.71M – – –
RIL
769
Rothschild Investment LLC
Illinois
$1.71M -$6.81K -70 -0.4%
PMA
770
Prudent Man Advisors
Illinois
$1.71M -$25.5K -262 -1%
BSW
771
Buckingham Strategic Wealth
Missouri
$1.7M – – –
SLI
772
Sumitomo Life Insurance
Japan
$1.7M -$12.6K -130 -0.7%
MW
773
Marcum Wealth
Ohio
$1.7M +$79.2K +814 +5%
OCM
774
One Capital Management
California
$1.69M +$147K +1,514 +10%
SWIM
775
Smallwood Wealth Investment Management
New Jersey
$1.69M -$99K -1,018 -6%
29 30
31
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