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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 %
3IP
801
3Chopt Investment Partners
Virginia
$1.6M +$77.3K +783 +5%
WDA
802
Wendell David Associates
New Hampshire
$1.59M +$92.4K +950 +6%
RMAM
803
Raab & Moskowitz Asset Management
New Jersey
$1.59M – – –
FAIM
804
Financial Advocates Investment Management
Washington
$1.59M -$25.2K -259 -2%
SFA
805
Sequoia Financial Advisors
Ohio
$1.59M -$21.6K -222 -1%
SC
806
Stolper & Co
Oklahoma
$1.58M +$27.4K +282 +2%
WIA
807
Westbourne Investment Advisors
Maryland
$1.58M – – –
DWA
808
Douglass Winthrop Advisors
New York
$1.57M -$269K -2,767 -15%
PA
809
Parallel Advisors
California
$1.56M +$86.1K +885 +6%
O
810
Ossiam
France
$1.56M +$461K +4,741 +42%
RA
811
RFG Advisory
Alabama
$1.55M -$6.81K -70 -0.4%
AIA
812
Affinity Investment Advisors
California
$1.55M -$181K -1,865 -10%
PA
813
Profund Advisors
Maryland
$1.55M -$116K -1,188 -7%
SW
814
SVB Wealth
Massachusetts
$1.54M -$36.5K -375 -2%
JIP
815
Jaffetilchin Investment Partners
Florida
$1.53M -$85.4K -878 -5%
PA
816
Procyon Advisors
Connecticut
$1.53M -$14.4K -148 -0.9%
PCC
817
Park Circle Company
Maryland
$1.53M – – –
SIM
818
Sentry Investment Management
Wisconsin
$1.53M +$263K +2,708 +21%
DCM
819
Dudley Capital Management
Virginia
$1.52M -$4.96K -51 -0.3%
BFEC
820
Benjamin F. Edwards & Company
Missouri
$1.51M -$126K -1,297 -8%
CWS
821
Confluence Wealth Services
Pennsylvania
$1.51M -$239K -2,455 -14%
MFA
822
Mayflower Financial Advisors
Massachusetts
$1.51M +$410K +4,217 +37%
AAS
823
Ameritas Advisory Services
Nebraska
$1.51M -$531K -5,420 -26%
LOPW
824
Live Oak Private Wealth
North Carolina
$1.5M +$164K +1,685 +12%
SEC
825
Seven Eight Capital
New York
$1.5M +$1.23M +12,615 +444%
31 32
33
34 35