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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 %
WPW
876
Waldron Private Wealth
Pennsylvania
$1.28M – – –
FHB
877
First Hawaiian Bank
Hawaii
$1.27M -$41K -405 -3%
MSA
878
Marino Stram & Associates
Massachusetts
$1.27M +$34.3K +339 +3%
KIG
879
Kowal Investment Group
Wisconsin
$1.27M -$13.3K -131 -1%
AWP
880
Accretive Wealth Partners
New Jersey
$1.26M +$62.1K +614 +5%
MHS
881
M Holdings Securities
Oregon
$1.26M -$17.5K -173 -1%
SC
882
Savant Capital
Illinois
$1.26M +$236K +2,744 +23%
EWA
883
EP Wealth Advisors
California
$1.26M +$52.9K +523 +4%
Koshinski Asset Management
884
Koshinski Asset Management
Illinois
$1.26M +$70.9K +701 +6%
GWM
885
Geneos Wealth Management
Colorado
$1.25M -$204K -2,018 -14%
TPWA
886
TRUE Private Wealth Advisors
Oregon
$1.25M – – –
TIM
887
Tevis Investment Management
Texas
$1.25M +$32.4K +320 +3%
GLA
888
Good Life Advisors
Pennsylvania
$1.24M +$81.6K +806 +7%
WS
889
Wedbush Securities
California
$1.24M +$18.3K +181 +1%
LIM
890
Longfellow Investment Management
Massachusetts
$1.23M – – –
JWCA
891
J.W. Cole Advisors
Florida
$1.23M -$59.7K -590 -5%
FBFS
892
First Business Financial Services
Wisconsin
$1.22M – – –
RCM
893
RB Capital Management
Nevada
$1.22M +$22.8K +225 +2%
CPR
894
CSU Producer Resources
Ohio
$1.21M – – –
THWM
895
Taylor Hoffman Wealth Management
Virginia
$1.21M -$673K -6,645 -36%
RDWM
896
Red Door Wealth Management
Tennessee
$1.21M +$478K +4,726 +66%
FG
897
Fiduciary Group
Georgia
$1.21M – – –
KFC
898
Klingenstein Fields & Co
New York
$1.2M -$24.3K -240 -2%
MFG
899
MidWestOne Financial Group
Iowa
$1.2M -$120K -1,187 -9%
BCA
900
Bay Colony Advisors
Massachusetts
$1.2M -$1.11K -11 -0.1%
34 35
36
37 38