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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 %
LA
776
Lynch & Associates
Indiana
$1.61M +$14.9K +161 +0.9%
DPIM
777
Duff & Phelps Investment Management
Illinois
$1.59M +$24.7K +267 +2%
PFGIA
778
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M +$168K +1,819 +12%
KCPG
779
Kavar Capital Partners Group
Kansas
$1.58M -$6.94K -75 -0.4%
WP
780
WMS Partners
Maryland
$1.58M -$194K -2,096 -11%
SFFS
781
Stonehage Fleming Financial Services
Jersey
$1.58M +$48.5K +524 +3%
PMA
782
Prudent Man Advisors
Illinois
$1.58M -$26K -281 -2%
WSCM
783
Wellington Shields Capital Management
New York
$1.58M -$5.18K -56 -0.3%
ICG
784
InterOcean Capital Group
Tennessee
$1.57M +$724K +7,815 +85%
Dodge & Cox
785
Dodge & Cox
California
$1.57M – – –
CA
786
Cortland Associates
Missouri
$1.57M +$14.3K +155 +0.9%
DT
787
Diversified Trust
Tennessee
$1.57M -$196K -2,114 -11%
BA
788
Bluesphere Advisors
Pennsylvania
$1.56M -$31.9K -345 -2%
TCM
789
Tandem Capital Management
New Jersey
$1.56M -$29.8K -322 -2%
SC
790
Stolper & Co
Oklahoma
$1.56M +$33.7K +364 +2%
ACL
791
Applied Capital LLC
Florida
$1.56M -$19.3K -209 -1%
CFGS
792
Concourse Financial Group Securities
Alabama
$1.55M -$169K -1,801 -10%
SMH
793
Sanders Morris Harris
Texas
$1.55M -$7.62K -83 -0.5%
GFA
794
Gifford Fong Associates
California
$1.55M – – –
PFS
795
Prospera Financial Services
Texas
$1.54M +$32.9K +355 +2%
B
796
Bailard
California
$1.54M -$67.1K -725 -4%
CI
797
Cigna Investments
Connecticut
$1.54M -$198K -2,143 -11%
MPCG
798
Matrix Private Capital Group
New York
$1.54M – – –
RDWM
799
Red Door Wealth Management
Tennessee
$1.54M +$16.6K +179 +1%
BFG
800
Beacon Financial Group
Texas
$1.54M -$47.8K -498 -3%
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