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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 %
RIA
751
Realta Investment Advisors
Delaware
$1.74M +$2.54K +26 +0.1%
GAG
752
GM Advisory Group
New York
$1.73M +$1.17K +12 +0.1%
LF
753
Lee Financial
Texas
$1.73M – – –
ARMT
754
Amica Retiree Medical Trust
Rhode Island
$1.73M -$110K -1,130 -6%
MA
755
Montag & Associates
Georgia
$1.72M – – –
MW
756
Marcum Wealth
Ohio
$1.72M +$16.2K +166 +1%
TAM
757
Todd Asset Management
Kentucky
$1.71M -$237K -2,431 -12%
3IP
758
3Chopt Investment Partners
Virginia
$1.7M +$104K +1,056 +7%
AWM
759
Axxcess Wealth Management
California
$1.7M -$1.02M -10,470 -38%
MCIA
760
Mountain Capital Investment Advisors
Colorado
$1.7M -$527K -5,400 -24%
CA
761
CoreCap Advisors
Michigan
$1.7M +$1.7M +17,393 New
B
762
Bailard
California
$1.7M +$88.2K +903 +5%
SWIM
763
Smallwood Wealth Investment Management
New Jersey
$1.69M -$3.61K -37 -0.2%
PMA
764
Prudent Man Advisors
Illinois
$1.69M -$23K -236 -1%
BMWM
765
Brown Miller Wealth Management
Virginia
$1.69M +$2.05K +21 +0.1%
BA
766
Bluesphere Advisors
Pennsylvania
$1.68M +$9.27K +95 +0.6%
TCM
767
Tandem Capital Management
New Jersey
$1.68M -$4.1K -42 -0.2%
KCPG
768
Kavar Capital Partners Group
Kansas
$1.68M +$3.91K +40 +0.2%
LA
769
Lynch & Associates
Indiana
$1.68M -$2.34K -24 -0.1%
SMH
770
Sanders Morris Harris
Texas
$1.67M +$1.67M +16,996 New
WSCM
771
Wellington Shields Capital Management
New York
$1.67M -$9.76K -100 -0.6%
ACL
772
Applied Capital LLC
Florida
$1.67M -$1.86K -19 -0.1%
ECA
773
Elevated Capital Advisors
Utah
$1.66M +$46K +471 +3%
MUAMU
774
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.66M -$293K -3,000 -15%
Dodge & Cox
775
Dodge & Cox
California
$1.66M – – –
29 30
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