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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 %
MHS
851
M Holdings Securities
Oregon
$1.38M +$175K +1,802 +15%
FDCDDQ
852
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M +$375K +3,852 +37%
NCM
853
Northside Capital Management
Oregon
$1.37M – – –
MAM
854
Mystic Asset Management
Rhode Island
$1.37M -$10.7K -110 -0.8%
CRI
855
Colonial River Investments
Virginia
$1.35M -$239K -2,454 -15%
OP
856
ORG Partners
Indiana
$1.35M +$1.35M +13,834 New
GIBU
857
Gulf International Bank (UK)
United Kingdom
$1.35M – – –
TA
858
TCM Advisors
West Virginia
$1.35M -$1.32M – –
FNBTCON
859
First National Bank & Trust Co of Newtown
Pennsylvania
$1.35M -$80.2K -825 -6%
MWM
860
Meridian Wealth Management
Kentucky
$1.34M -$142K -1,463 -10%
FHB
861
First Hawaiian Bank
Hawaii
$1.33M +$111K +1,139 +9%
VAM
862
Verity Asset Management
North Carolina
$1.32M +$6.03K +62 +0.5%
NSIM
863
North Star Investment Management
Illinois
$1.32M – – –
CP
864
Cumberland Partners
Ontario, Canada
$1.32M +$438K +4,500 +49%
CBTWT
865
Community Bank & Trust (Waco, Texas)
Texas
$1.32M -$113K -1,163 -8%
LGA
866
Lebenthal Global Advisors
New York
$1.32M +$5.74K +59 +0.4%
RPCONE
867
Retirement Planning Company of New England
Rhode Island
$1.32M +$1.36K +14 +0.1%
ST
868
Spinnaker Trust
Maine
$1.32M -$321K -3,300 -20%
BFO
869
Boston Family Office
Massachusetts
$1.32M +$19.4K +200 +1%
CWM
870
Cornerstone Wealth Management
Missouri
$1.3M +$1.3M +13,388 New
DA
871
Dover Advisors
Virginia
$1.3M +$43.7K +444 +3%
PFS
872
Prospera Financial Services
Texas
$1.29M +$37.6K +386 +3%
JWCA
873
J.W. Cole Advisors
Florida
$1.29M +$109K +1,121 +9%
PFGIA
874
Patriot Financial Group Insurance Agency
Massachusetts
$1.29M +$276K +2,838 +27%
SFP
875
Sweet Financial Partners
Minnesota
$1.29M +$316K +3,248 +32%
33 34
35
36 37