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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 %
WSTAM
751
Wilbanks Smith & Thomas Asset Management
Virginia
$1.72M -$99.5K -1,075 -5%
SSB
752
Sandy Spring Bank
Maryland
$1.72M -$9.54K -103 -0.6%
FT
753
Fiduciary Trust
Massachusetts
$1.72M -$7.59K -82 -0.4%
MSS
754
Mitchell Sinkler & Starr
Pennsylvania
$1.72M – – –
ACS
755
Archford Capital Strategies
Illinois
$1.72M -$60.5K -654 -3%
AIP
756
Ameritas Investment Partners
Nebraska
$1.71M -$50.5K -545 -3%
AWA
757
Arete Wealth Advisors
Illinois
$1.71M +$674K +7,275 +65%
FFG
758
Fortem Financial Group
California
$1.71M -$514K -5,556 -23%
FPAS
759
Focus Partners Advisor Solutions
Missouri
$1.69M +$1.2M +12,932 +245%
AIA
760
Affinity Investment Advisors
California
$1.69M -$113K -1,224 -6%
BMC
761
Beaton Management Company
Massachusetts
$1.69M – – –
FHB
762
First Hawaiian Bank
Hawaii
$1.68M +$128K +1,384 +8%
M1FG
763
Mach-1 Financial Group
Arkansas
$1.68M +$1.68M +18,143 New
FIA
764
Foundations Investment Advisors
Arizona
$1.68M -$649K -7,007 -28%
CCT
765
Capital City Trust
Florida
$1.65M -$277K -2,994 -14%
MW
766
Marcum Wealth
Ohio
$1.65M +$19.3K +209 +1%
AC
767
Avestar Capital
New York
$1.65M +$120K +1,300 +8%
GAG
768
GM Advisory Group
New York
$1.64M -$1.11K -12 -0.1%
RFG
769
Range Financial Group
Oregon
$1.64M -$24.5K -265 -1%
MA
770
Montag & Associates
Georgia
$1.63M – – –
TAM
771
Todd Asset Management
Kentucky
$1.62M – – –
OFG
772
OmniStar Financial Group
North Carolina
$1.61M +$34.9K +376 +2%
SWIM
773
Smallwood Wealth Investment Management
New Jersey
$1.61M +$2.22K +24 +0.1%
CIP
774
Convergence Investment Partners
Florida
$1.61M -$50.4K -544 -3%
BMWM
775
Brown Miller Wealth Management
Virginia
$1.61M +$2.13K +23 +0.1%
29 30
31
32 33