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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
851
Gulf International Bank (UK)
United Kingdom
$1.25M +$11.7K +125 +0.9%
SWMP
852
Signature Wealth Management Partners
New Jersey
$1.25M -$138K -1,469 -10%
TA
853
TCM Advisors
West Virginia
$1.24M -$1.26M -13,000 Closed
TPWA
854
TRUE Private Wealth Advisors
Oregon
$1.24M – – –
ECA
855
Elevated Capital Advisors
Utah
$1.24M +$1.24M +13,179 New
FMAEN1
856
Fund Management at Engine No 1
California
$1.23M +$1.23M +13,121 New
HI
857
Horizon Investments
North Carolina
$1.23M -$1.42M -15,078 -54%
CRIG
858
Charter Research & Investment Group
Connecticut
$1.23M – – –
EWA
859
Exencial Wealth Advisors
Oklahoma
$1.22M +$548K +5,830 +81%
IWC
860
Integrated Wealth Concepts
Massachusetts
$1.21M +$43.2K +460 +4%
ECM
861
Element Capital Management
New York
$1.21M +$1.21M +12,873 New
OPTFSNA
862
Old Point Trust & Financial Services N A
Virginia
$1.21M -$70.5K -750 -6%
FAM
863
Fred Alger Management
New York
$1.21M +$60.6K +645 +5%
CGL
864
Clarius Group LLC
Washington
$1.2M – – –
FFM
865
Forum Financial Management
Illinois
$1.2M +$20.8K +222 +2%
CWM
866
Cornerstone Wealth Management
Missouri
$1.2M -$103K -1,094 -8%
WTA
867
Washington Trust Advisors
Massachusetts
$1.19M -$589K -6,267 -33%
TCOV
868
Trust Company of Vermont
Vermont
$1.19M +$256K +2,725 +27%
CRI
869
Colonial River Investments
Virginia
$1.19M +$350K +3,722 +42%
PFG
870
Peterson Financial Group
Iowa
$1.18M +$70.5K +750 +6%
OFG
871
OmniStar Financial Group
North Carolina
$1.18M -$188K -2,003 -14%
BPWM
872
Badgley Phelps Wealth Managers
Washington
$1.18M +$60K +639 +5%
WS
873
Wedbush Securities
California
$1.18M +$98K +1,043 +9%
JWCA
874
J.W. Cole Advisors
Florida
$1.18M +$50.6K +538 +4%
MSAM
875
Moloney Securities Asset Management
Missouri
$1.18M +$213K +2,263 +22%
33 34
35
36 37