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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 %
VAS
826
Vestmark Advisory Solutions
Massachusetts
$1.45M -$5.1M -55,078 -78%
TCOV
827
Trust Company of Vermont
Vermont
$1.45M -$80.5K -870 -5%
CGH
828
Crossmark Global Holdings
Texas
$1.44M -$13.9K -148 -1%
CA
829
CoreCap Advisors
Michigan
$1.44M -$167K -1,802 -10%
RVPG
830
Relative Value Partners Group
$1.44M +$48.4K +523 +3%
RIL
831
Rothschild Investment LLC
Illinois
$1.43M +$60.7K +656 +4%
MGIA
832
Moneta Group Investment Advisors
Missouri
$1.43M -$93.9K -1,014 -6%
SOAMC
833
Spirit of America Management Corp
New York
$1.42M – – –
FCM
834
Fourpath Capital Management
Oklahoma
$1.41M -$1.76K -19 -0.1%
JCM
835
Jacobi Capital Management
Pennsylvania
$1.41M -$24.9K -269 -2%
BHBT
836
Burke & Herbert Bank & Trust
Virginia
$1.41M -$299K -3,227 -17%
CAM
837
Cozad Asset Management
Illinois
$1.4M +$648 +7 +0%
IAS
838
Insigneo Advisory Services
Florida
$1.4M +$23.5K +250 +2%
ST
839
Spinnaker Trust
Maine
$1.39M +$139K +1,500 +11%
PCM
840
Poehling Capital Management
Wisconsin
$1.39M -$519K -5,605 -27%
SACTSONJ
841
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.39M – – –
PA
842
Profund Advisors
Maryland
$1.39M -$174K -1,884 -11%
EI
843
Ethic Inc
New York
$1.37M +$7.87K +85 +0.6%
DCM
844
Dudley Capital Management
Virginia
$1.37M -$26.9K -291 -2%
NHC
845
Nicholas Hoffman & Company
Georgia
$1.37M +$81.2K +877 +6%
SAG
846
SageView Advisory Group
California
$1.36M -$165K -1,787 -11%
PWW
847
Pettyjohn Wood & White
Virginia
$1.36M -$9.07K -98 -0.7%
MFA
848
Mayflower Financial Advisors
Massachusetts
$1.36M -$76.7K -828 -5%
RA
849
RFG Advisory
Alabama
$1.36M -$120K -1,294 -8%
WPW
850
Waldron Private Wealth
Pennsylvania
$1.35M +$113K +1,208 +9%
32 33
34
35 36