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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMAM
801
Raab & Moskowitz Asset Management
New Jersey
$1.6M – – –
WI
802
Wedgewood Investors
Pennsylvania
$1.59M -$48.8K -500 -3%
PFS
803
Prospera Financial Services
Texas
$1.59M +$295K +3,016 +23%
PA
804
Parallel Advisors
California
$1.59M +$21.1K +216 +1%
KFGK
805
Keystone Financial Group (Kentucky)
Kentucky
$1.59M +$1.59M +16,271 New
CGL
806
Clarius Group LLC
Washington
$1.59M +$107K +1,101 +7%
BCP
807
Berkeley Capital Partners
Georgia
$1.59M +$312K +3,200 +25%
WIA
808
Westbourne Investment Advisors
Maryland
$1.58M – – –
SLI
809
Sumitomo Life Insurance
Japan
$1.57M -$134K -1,370 -8%
RA
810
RFG Advisory
Alabama
$1.56M -$1.46K -15 -0.1%
SIM
811
Sentry Investment Management
Wisconsin
$1.55M +$19.5K +200 +1%
CGH
812
Crossmark Global Holdings
Texas
$1.55M -$697K -6,981 -31%
OCM
813
One Capital Management
California
$1.55M -$154K -1,575 -9%
MJRIC
814
Mogy Joel R Investment Counsel
California
$1.54M -$87.9K -900 -5%
PCC
815
Park Circle Company
Maryland
$1.54M – – –
BFEC
816
Benjamin F. Edwards & Company
Missouri
$1.54M +$19.6K +201 +1%
WDA
817
Wendell David Associates
New Hampshire
$1.52M -$80.2K -821 -5%
CWS
818
Confluence Wealth Services
Pennsylvania
$1.52M – – –
JCM
819
Jacobi Capital Management
Pennsylvania
$1.52M +$25.6K +262 +2%
MFA
820
Mayflower Financial Advisors
Massachusetts
$1.51M +$1.56K +16 +0.1%
SOAMC
821
Spirit of America Management Corp
New York
$1.5M – – –
RMSCM
822
R.M. Sincerbeaux Capital Management
New York
$1.5M – – –
PFGIA
823
Patriot Financial Group Insurance Agency
Massachusetts
$1.5M +$200K +2,046 +15%
Capstone Investment Advisors
824
Capstone Investment Advisors
New York
$1.49M +$920K +9,420 +160%
FCM
825
Fourpath Capital Management
Oklahoma
$1.49M -$16.7K -171 -1%
31 32
33
34 35