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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 %
BMWM
776
Brown Miller Wealth Management
Virginia
$1.68M +$8.56K +88 +0.5%
TCM
777
Tandem Capital Management
New Jersey
$1.68M -$17.5K -180 -1%
BFG
778
Beacon Financial Group
Texas
$1.68M -$152K -1,540 -8%
WSCM
779
Wellington Shields Capital Management
New York
$1.67M -$34K -350 -2%
LA
780
Lynch & Associates
Indiana
$1.67M -$20.2K -208 -1%
TCOV
781
Trust Company of Vermont
Vermont
$1.67M +$274K +2,818 +20%
KCPG
782
Kavar Capital Partners Group
Kansas
$1.67M -$115K -1,185 -6%
BA
783
Bluesphere Advisors
Pennsylvania
$1.67M +$12.2K +125 +0.7%
ACL
784
Applied Capital LLC
Florida
$1.66M -$11.9K -122 -0.7%
Dodge & Cox
785
Dodge & Cox
California
$1.65M – – –
PFM
786
Parsec Financial Management
North Carolina
$1.65M +$673K +6,920 +69%
WI
787
Wedgewood Investors
Pennsylvania
$1.64M -$63.2K -650 -4%
SC
788
Savant Capital
Illinois
$1.63M +$216K +2,219 +15%
MPCG
789
Matrix Private Capital Group
New York
$1.63M +$8.18K +83 +0.5%
GFA
790
Gifford Fong Associates
California
$1.62M – – –
MGIA
791
Moneta Group Investment Advisors
Missouri
$1.62M +$262K +2,697 +19%
MJRIC
792
Mogy Joel R Investment Counsel
California
$1.62M – – –
PGAM
793
Princeton Global Asset Management
New Jersey
$1.62M – – –
OP
794
Oldfield Partners
United Kingdom
$1.61M +$136K +1,400 +9%
CWM
795
C2C Wealth Management
Arizona
$1.61M +$5.53K +56 +0.3%
SLT
796
St Louis Trust
Missouri
$1.61M – – –
ECA
797
Elevated Capital Advisors
Utah
$1.61M +$7.1K +73 +0.4%
DPIM
798
Duff & Phelps Investment Management
Illinois
$1.61M – – –
RFG
799
Range Financial Group
Oregon
$1.61M +$186K +1,908 +13%
B
800
Bailard
California
$1.6M +$5.06K +52 +0.3%
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