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Philip Morris
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Overview Fund Activity

1,933 hedge funds and large institutions have $97.6B invested in Philip Morris in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 851 increasing their positions, 629 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,933
Holders Change
-40
Holders Change %
-2.03%
% of All Funds
33.43%
Holding in Top 10
49
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.52%
% of All Funds
0.85%
New
111
Increased
851
Reduced
629
Closed
123
Calls
$593M
Puts
$432M
Net Calls
+$161M
Net Calls Change
+$1.86M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$544M
2
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$496M
3
Jane Street
Jane Street
New York
+$174M
4
Capital World Investors
Capital World Investors
California
+$149M
5
Fidelity International
Fidelity International
Bermuda
+$143M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.08B
2
Barclays
Barclays
United Kingdom
-$303M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$275M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$148M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
901
Marino Stram & Associates
Massachusetts
$1.01M +$33.2K +400 +3%
KFC
902
Klingenstein Fields & Co
New York
$1.01M +$913 +11 +0.1%
WS
903
Wedbush Securities
California
$1M -$196K -2,362 -16%
FBFS
904
First Business Financial Services
Wisconsin
$1M – – –
LFAS
905
Level Four Advisory Services
Texas
$1M -$50.2K -605 -5%
MFA
906
Mayflower Financial Advisors
Massachusetts
$999K +$35.8K +431 +4%
VAM
907
Verity Asset Management
North Carolina
$998K +$998K +12,017 New
CPR
908
CSU Producer Resources
Ohio
$996K – – –
TIM
909
Tevis Investment Management
Texas
$996K – – –
PFS
910
Prospera Financial Services
Texas
$991K +$6.23K +75 +0.6%
EWA
911
EP Wealth Advisors
California
$986K -$3.32K -40 -0.3%
SC
912
Savant Capital
Illinois
$984K -$48.9K -589 -5%
AWP
913
Accretive Wealth Partners
New Jersey
$984K +$4.98K +60 +0.5%
BCA
914
Bay Colony Advisors
Massachusetts
$982K +$9.38K +113 +1%
RCM
915
RB Capital Management
Nevada
$982K +$136K +1,638 +16%
SDWIA
916
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$977K +$3.15K +38 +0.3%
SF
917
Symphony Financial
Texas
$977K +$45.5K +529 +5%
Koshinski Asset Management
918
Koshinski Asset Management
Illinois
$972K -$19.5K -235 -2%
RCAG
919
Rehmann Capital Advisory Group
Michigan
$970K +$17.8K +214 +2%
WW
920
Waterfront Wealth
Kansas
$968K +$111K +1,235 +13%
MWM
921
Meridian Wealth Management
Kentucky
$965K -$120K -1,447 -11%
SBH
922
Segall Bryant & Hamill
Illinois
$965K -$44.4K -535 -4%
CAG
923
Crestwood Advisors Group
Massachusetts
$964K -$70K -843 -7%
MCM
924
Monarch Capital Management
Indiana
$962K -$5.05K -60 -0.5%
EF
925
Exeter Financial
Arizona
$959K +$4.82K +58 +0.5%
35 36
37
38 39