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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 %
BPWM
901
Badgley Phelps Wealth Managers
Washington
$1.19M -$51.3K -507 -4%
SDWIA
902
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.18M -$10.1K -100 -0.8%
WTA
903
Washington Trust Advisors
Massachusetts
$1.18M -$78.5K -776 -6%
SBH
904
Segall Bryant & Hamill
Illinois
$1.18M -$101 -1 -0%
NA
905
Nordwand Advisors
Pennsylvania
$1.18M +$1.18M +11,624 New
Squarepoint
906
Squarepoint
New York
$1.17M -$39.4M -389,370 -97%
RCAG
907
Rehmann Capital Advisory Group
Michigan
$1.17M -$11.6K -115 -1%
WW
908
Waterfront Wealth
Kansas
$1.17M +$55.1K +531 +5%
MCM
909
Monarch Capital Management
Indiana
$1.17M – – –
EF
910
Exeter Financial
Arizona
$1.17M +$1.01K +10 +0.1%
TCOO
911
Trust Company of Oklahoma
Oklahoma
$1.17M +$304 +3 +0%
AIS
912
American Investment Services
Massachusetts
$1.16M +$119K +1,172 +11%
AT
913
American Trust
Kentucky
$1.15M +$144K +1,420 +14%
MFA
914
Mayflower Financial Advisors
Massachusetts
$1.14M -$77K -761 -6%
O
915
Ossiam
France
$1.14M -$1.64M -16,194 -59%
GIA
916
Gladstone Institutional Advisory
Florida
$1.14M +$6.28K +62 +0.6%
PAM
917
Paradigm Asset Management
New York
$1.13M +$1.13M +11,200 New
PWPS
918
Pinnacle Wealth Planning Services
Ohio
$1.13M +$95.9K +948 +9%
EWM
919
Endurance Wealth Management
Rhode Island
$1.13M – – –
MC
920
McMorgan & Co
California
$1.13M -$2.53K -25 -0.2%
STA
921
Summit Trail Advisors
New York
$1.13M -$171K -1,670 -13%
CFG
922
Cooper Financial Group
California
$1.12M +$91.8K +907 +9%
TC
923
Titleist Capital
Texas
$1.12M +$3.85K +38 +0.3%
SIMG
924
Sonora Investment Management Group
Arizona
$1.11M +$234K +2,314 +27%
WHC
925
Wulff, Hansen & Co
California
$1.11M -$3.54K -35 -0.3%
35 36
37
38 39