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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 %
FCM
826
Fourpath Capital Management
Oklahoma
$1.5M +$97 +1 +0%
GLAM
827
Gardner Lewis Asset Management
Pennsylvania
$1.5M +$1.5M +15,392 New
SOAMC
828
Spirit of America Management Corp
New York
$1.49M -$195K -2,000 -12%
RMSCM
829
R.M. Sincerbeaux Capital Management
New York
$1.49M – – –
JCM
830
Jacobi Capital Management
Pennsylvania
$1.48M +$66.7K +686 +5%
WPW
831
Waldron Private Wealth
Pennsylvania
$1.47M -$18.1K -184 -1%
CGL
832
Clarius Group LLC
Washington
$1.47M +$61K +627 +4%
CAM
833
Cozad Asset Management
Illinois
$1.47M -$15.8K -162 -1%
RVPG
834
Relative Value Partners Group
$1.46M -$18.1K -186 -1%
4WM
835
44 Wealth Management
Oregon
$1.46M +$412K +4,238 +39%
KA
836
KLCM Advisors
Wisconsin
$1.46M – – –
SACTSONJ
837
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.46M – – –
FNT
838
First National Trust
Pennsylvania
$1.45M +$50.5K +519 +4%
OIA
839
OneDigital Investment Advisors
Kansas
$1.44M +$54.8K +564 +4%
PWW
840
Pettyjohn Wood & White
Virginia
$1.44M – – –
SFG
841
StrategIQ Financial Group
Indiana
$1.44M – – –
WI
842
WrapManager Inc
California
$1.42M +$42.8K +440 +3%
NHC
843
Nicholas Hoffman & Company
Georgia
$1.41M -$9.04K -93 -0.6%
QCG
844
Quadrant Capital Group
Ohio
$1.41M +$81.3K +836 +6%
FCA
845
FLC Capital Advisors
California
$1.41M – – –
IWM
846
IHT Wealth Management
Illinois
$1.4M +$69.4K +714 +5%
SB
847
Simmons Bank
Arkansas
$1.4M -$37.3K -384 -3%
XF
848
XML Financial
Maryland
$1.4M -$6.42K -66 -0.5%
EI
849
Ethic Inc
New York
$1.39M -$33.8K -348 -2%
BST
850
Bath Savings Trust
Maine
$1.39M +$30.8K +317 +2%
32 33
34
35 36