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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 %
IWC
801
Integrated Wealth Concepts
Massachusetts
$1.6M +$126K +1,241 +9%
PCC
802
Park Circle Company
Maryland
$1.59M – – –
IWA
803
Icon Wealth Advisors
Texas
$1.59M -$49.8K -492 -3%
DCM
804
Dudley Capital Management
Virginia
$1.59M +$1.59M +15,686 New
APF
805
Alaska Permanent Fund
Alaska
$1.58M +$15.2K +150 +1%
3IP
806
3Chopt Investment Partners
Virginia
$1.58M +$1.58M +15,391 New
SAG
807
SageView Advisory Group
California
$1.57M +$1.57M +15,482 New
FCM
808
Fourpath Capital Management
Oklahoma
$1.56M – – –
WDA
809
Wendell David Associates
New Hampshire
$1.56M – – –
RMSCM
810
R.M. Sincerbeaux Capital Management
New York
$1.55M – – –
CAM
811
Cozad Asset Management
Illinois
$1.55M +$18.1K +179 +1%
MWM
812
Meridian Wealth Management
Kentucky
$1.55M +$369K +3,646 +31%
RVPG
813
Relative Value Partners Group
$1.54M +$687K +6,788 +80%
OP
814
Oldfield Partners
United Kingdom
$1.54M -$627K -6,200 -29%
PA
815
Parallel Advisors
California
$1.54M +$18.7K +185 +1%
SFI
816
Siemens Fonds Invest
Germany
$1.53M +$9.82K +97 +0.6%
KA
817
KLCM Advisors
Wisconsin
$1.52M +$2.43K +24 +0.2%
SACTSONJ
818
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.52M – – –
I
819
InceptionR
California
$1.5M +$1.5M +14,823 New
SB
820
Simmons Bank
Arkansas
$1.5M -$13.8K -136 -0.9%
PWW
821
Pettyjohn Wood & White
Virginia
$1.5M – – –
SFG
822
StrategIQ Financial Group
Indiana
$1.49M – – –
CBTWT
823
Community Bank & Trust (Waco, Texas)
Texas
$1.49M -$44K -435 -3%
FNBTCON
824
First National Bank & Trust Co of Newtown
Pennsylvania
$1.49M – – –
EI
825
Ethic Inc
New York
$1.48M -$824K -8,142 -36%
31 32
33
34 35