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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 %
SFA
801
Sequoia Financial Advisors
Ohio
$1.53M -$1.76K -19 -0.1%
LF
802
Lee Financial
Texas
$1.53M -$104K -1,126 -6%
MMG
803
Monetary Management Group
Missouri
$1.53M – – –
MYIA
804
Mount Yale Investment Advisors
Colorado
$1.53M +$491K +5,299 +47%
SLT
805
St Louis Trust
Missouri
$1.53M – – –
RMAM
806
Raab & Moskowitz Asset Management
New Jersey
$1.53M +$14.4K +156 +1%
CWS
807
Confluence Wealth Services
Pennsylvania
$1.53M +$89.2K +964 +6%
DWA
808
Douglass Winthrop Advisors
New York
$1.53M – – –
BCP
809
Berkeley Capital Partners
Georgia
$1.52M +$18.2K +197 +1%
AFA
810
Abacus FCF Advisors
Florida
$1.51M -$262K -2,833 -15%
FAIM
811
Financial Advocates Investment Management
Washington
$1.51M -$58.5K -632 -4%
ECA
812
Elevated Capital Advisors
Utah
$1.5M -$72.7K -785 -5%
KFGK
813
Keystone Financial Group (Kentucky)
Kentucky
$1.5M -$3.8K -41 -0.3%
WIA
814
Westbourne Investment Advisors
Maryland
$1.5M – – –
MAS
815
Meeder Advisory Services
Ohio
$1.49M -$422K -4,553 -22%
OCM
816
One Capital Management
California
$1.49M +$21.6K +233 +1%
CWM
817
C2C Wealth Management
Arizona
$1.48M – – –
JIP
818
Jaffetilchin Investment Partners
Florida
$1.48M -$50.5K -546 -3%
WI
819
Wedgewood Investors
Pennsylvania
$1.48M -$32.4K -350 -2%
AO
820
Advisor OS
Illinois
$1.48M +$1.09M +11,799 +282%
PCM
821
Prelude Capital Management
New York
$1.47M -$1.52M -16,412 -51%
PCC
822
Park Circle Company
Maryland
$1.46M – – –
Wolverine Trading
823
Wolverine Trading
Illinois
$1.45M +$1.45M +15,713 New
NIM
824
NEOS Investment Management
Connecticut
$1.45M +$1.45M +15,687 New
BFEC
825
Benjamin F. Edwards & Company
Missouri
$1.45M -$5.37K -58 -0.4%
31 32
33
34 35