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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
RPCONE
851
Retirement Planning Company of New England
Rhode Island
$1.37M -$3.34K -33 -0.2%
CA
852
CoreCap Advisors
Michigan
$1.37M +$54.2K +535 +4%
LGA
853
Lebenthal Global Advisors
New York
$1.37M +$104K +1,025 +8%
NB
854
Northwest Bancshares
Pennsylvania
$1.36M -$141K -1,393 -9%
KWM
855
Kingsview Wealth Management
Oregon
$1.36M +$71.5K +706 +6%
BFO
856
Boston Family Office
Massachusetts
$1.35M – – –
I
857
INVST
Indiana
$1.34M -$25.3K -243 -2%
EHC
858
Everett Harris & Co
California
$1.32M – – –
TSW
859
Thompson Siegel & Walmsley
Virginia
$1.32M -$118K -1,164 -8%
TA
860
TCM Advisors
West Virginia
$1.32M -$1.09M – –
FFM
861
Forum Financial Management
Illinois
$1.32M -$57.6K -569 -4%
SIM
862
Sentry Investment Management
Wisconsin
$1.31M +$180K +1,774 +16%
CRIG
863
Charter Research & Investment Group
Connecticut
$1.31M -$15.2K -150 -1%
DA
864
Dover Advisors
Virginia
$1.31M +$1.31M +12,756 New
PFS
865
Prospera Financial Services
Texas
$1.31M +$99.9K +987 +8%
CPA
866
Cardiff Park Advisors
California
$1.3M +$242K +2,391 +23%
ZF
867
Zhang Financial
Michigan
$1.3M -$80.1K -791 -6%
CLOS
868
Compagnie Lombard Odier SCmA
Switzerland
$1.3M -$1.89M -18,700 -59%
MSAM
869
Moloney Securities Asset Management
Missouri
$1.29M +$37.4K +370 +3%
FC
870
Forte Capital
New York
$1.29M +$8.1K +80 +0.6%
OPTFSNA
871
Old Point Trust & Financial Services N A
Virginia
$1.29M – – –
IAA
872
Independent Advisor Alliance
North Carolina
$1.29M +$23.4K +973 +2%
SXL
873
Summit X LLC
Missouri
$1.28M +$167K +1,679 +15%
CW
874
CIC Wealth
Maryland
$1.28M +$1.28M +12,642 New
CCB
875
Country Club Bank
Missouri
$1.28M +$22.8K +225 +2%
33 34
35
36 37