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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 %
LFAS
901
Level Four Advisory Services
Texas
$1.1M -$31.1K -331 -3%
QCG
902
Quadrant Capital Group
Ohio
$1.1M +$129K +1,370 +13%
MW
903
Marcum Wealth
Ohio
$1.09M +$32.4K +345 +3%
SF
904
SBK Financial
Virginia
$1.08M -$22.8K -243 -2%
MCM
905
Monarch Capital Management
Indiana
$1.08M – – –
SF
906
Symphony Financial
Texas
$1.08M +$178K +1,783 +20%
HIA
907
Harbor Investment Advisory
Maryland
$1.08M +$193K +2,051 +22%
B
908
Barings
North Carolina
$1.08M -$93.7K -997 -8%
GIA
909
Gladstone Institutional Advisory
Florida
$1.07M +$30.9K +329 +3%
EF
910
Exeter Financial
Arizona
$1.06M +$22K +234 +2%
SC
911
Savant Capital
Illinois
$1.06M +$73.3K +780 +7%
AFG
912
Allegheny Financial Group
Pennsylvania
$1.05M -$13.5K -144 -1%
EWM
913
Endurance Wealth Management
Rhode Island
$1.05M – – –
FFG
914
Fortem Financial Group
California
$1.05M +$388K +4,126 +59%
VWM
915
Venturi Wealth Management
Texas
$1.05M +$83.2K +885 +9%
EM
916
Excalibur Management
Massachusetts
$1.05M -$10.7K -114 -1%
EP
917
Edgestream Partners
New Jersey
$1.04M +$1.04M +11,086 New
NRS
918
Neville Rodie & Shaw
New York
$1.04M – – –
MP
919
McDonald Partners
Ohio
$1.04M +$45.9K +488 +5%
MF
920
Magnetar Financial
Illinois
$1.04M -$1.74M -18,538 -63%
WHC
921
Wulff, Hansen & Co
California
$1.03M +$12.7K +135 +1%
CAAS
922
Capital Asset Advisory Services
Michigan
$1.03M +$17.6K +185 +2%
BCP
923
Berkeley Capital Partners
Georgia
$1.03M +$329K +3,504 +47%
Koshinski Asset Management
924
Koshinski Asset Management
Illinois
$1.02M +$27.3K +291 +3%
EFI
925
EHP Funds Inc
Canada
$1.02M +$1.02M +10,800 New
35 36
37
38 39