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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 %
SIM
876
Sentry Investment Management
Wisconsin
$1.18M -$1.14M -12,106 -49%
WI
877
WrapManager Inc
California
$1.17M +$28.9K +308 +3%
EH
878
Equitable Holdings
New York
$1.17M +$72.2K +769 +7%
RCAG
879
Rehmann Capital Advisory Group
Michigan
$1.16M -$38.8K -413 -3%
MMG
880
Monetary Management Group
Missouri
$1.16M -$113K -1,200 -9%
BCA
881
Bay Colony Advisors
Massachusetts
$1.16M +$667K +7,101 +136%
TAM
882
Tocqueville Asset Management
New York
$1.15M -$31.8K -339 -3%
LIM
883
Longfellow Investment Management
Massachusetts
$1.15M – – –
MCM
884
Murphy Capital Management
New Jersey
$1.15M -$21.1K -225 -2%
SFA
885
Sequoia Financial Advisors
Ohio
$1.15M +$155K +1,646 +16%
ACS
886
Archford Capital Strategies
Illinois
$1.15M +$294K +3,070 +34%
KFC
887
Klingenstein Fields & Co
New York
$1.14M -$269K -2,865 -19%
EWA
888
EP Wealth Advisors
California
$1.14M +$7.8K +83 +0.7%
FBFS
889
First Business Financial Services
Wisconsin
$1.13M – – –
MSA
890
Marino Stram & Associates
Massachusetts
$1.13M +$10.9K +116 +1%
CCB
891
Country Club Bank
Missouri
$1.13M +$1.13M +12,073 New
IAIM
892
Industrial Alliance Investment Management
Quebec, Canada
$1.13M -$291K -3,102 -21%
CPR
893
CSU Producer Resources
Ohio
$1.13M – – –
TIM
894
Tevis Investment Management
Texas
$1.13M – – –
AWP
895
Accretive Wealth Partners
New Jersey
$1.12M +$35.1K +374 +3%
TCOO
896
Trust Company of Oklahoma
Oklahoma
$1.12M – – –
SCM
897
Shelton Capital Management
Colorado
$1.12M +$17.9K +191 +2%
MFG
898
MidWestOne Financial Group
Iowa
$1.12M -$10.7K -114 -1%
VCM
899
Virtue Capital Management
Tennessee
$1.11M +$317K +3,373 +40%
WP
900
WealthSource Partners
California
$1.1M -$88.4K -941 -7%
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36
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