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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 %
PGAM
776
Princeton Global Asset Management
New Jersey
$1.68M – – –
ACS
777
Archford Capital Strategies
Illinois
$1.68M +$151K +1,489 +10%
FAIM
778
Financial Advocates Investment Management
Washington
$1.68M -$38.1K -376 -2%
SLT
779
St Louis Trust
Missouri
$1.68M +$5.06K +50 +0.3%
SFA
780
Sequoia Financial Advisors
Ohio
$1.67M +$703K +6,946 +72%
DPIM
781
Duff & Phelps Investment Management
Illinois
$1.67M – – –
PFM
782
Patton Fund Management
Texas
$1.67M +$65.7K +649 +4%
ECA
783
Elevated Capital Advisors
Utah
$1.67M +$80.7K +797 +5%
B
784
Bailard
California
$1.66M -$12.3K -122 -0.7%
SWM
785
Spire Wealth Management
Virginia
$1.66M +$177K +1,745 +12%
EF
786
Empowered Funds
Pennsylvania
$1.66M +$540K +5,335 +48%
CRI
787
Colonial River Investments
Virginia
$1.66M +$9.92K +98 +0.6%
RMAM
788
Raab & Moskowitz Asset Management
New Jersey
$1.66M +$35.2K +348 +2%
CWM
789
C2C Wealth Management
Arizona
$1.65M – – –
SMH
790
Sanders Morris Harris
Texas
$1.65M -$59.1K -584 -3%
RA
791
RFG Advisory
Alabama
$1.64M +$285K +2,777 +21%
BTI
792
Blue Trust Inc
Georgia
$1.64M +$500K +6,024 +44%
WIA
793
Westbourne Investment Advisors
Maryland
$1.64M -$10.1K -100 -0.6%
SW
794
SVB Wealth
Massachusetts
$1.64M -$256K -2,532 -14%
EH
795
Equitable Holdings
New York
$1.62M +$158K +1,566 +11%
KIA
796
KCM Investment Advisors
California
$1.62M +$843K +8,325 +109%
KFGK
797
Keystone Financial Group (Kentucky)
Kentucky
$1.62M -$4.15K -41 -0.3%
SC
798
Stolper & Co
Oklahoma
$1.62M -$286K -2,827 -15%
PA
799
Procyon Advisors
Connecticut
$1.61M -$8K -79 -0.5%
OCM
800
One Capital Management
California
$1.61M -$212K -2,094 -12%
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