PM icon

Philip Morris
PM

Overview Fund Activity

2,033 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 888 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,033
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.54%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.96%
New
140
Increased
888
Reduced
669
Closed
97
Calls
$390M
Puts
$465M
Net Calls
-$74.6M
Net Calls Change
-$244M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.18B
2
Capital International Investors
Capital International Investors
California
+$447M
3
Citadel Advisors
Citadel Advisors
Florida
+$340M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$211M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$136M

Top Sellers

1
BlackRock
BlackRock
New York
-$756M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$567M
3
GQG Partners
GQG Partners
Florida
-$262M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$240M
5
State Street
State Street
Massachusetts
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
901
Arete Wealth Advisors
Illinois
$1.22M -$15.4K -158 -1%
VCM
902
Virtue Capital Management
Tennessee
$1.22M +$151K +1,542 +14%
AWP
903
Accretive Wealth Partners
New Jersey
$1.21M +$1.26K +13 +0.1%
EHC
904
Everett Harris & Co
California
$1.21M -$63.2K -650 -5%
I
905
INVST
Indiana
$1.21M -$57.6K -583 -5%
TNBTD
906
Trustmark National Bank Trust Department
Mississippi
$1.21M -$3.21M -32,993 -73%
TPWA
907
TRUE Private Wealth Advisors
Oregon
$1.2M – – –
TIM
908
Tevis Investment Management
Texas
$1.2M – – –
TSS
909
Two Sigma Securities
New York
$1.2M +$1.2M +12,289 New
CCB
910
Country Club Bank
Missouri
$1.19M -$24.6K -255 -2%
LIM
911
Longfellow Investment Management
Massachusetts
$1.19M – – –
EWM
912
Endurance Wealth Management
Rhode Island
$1.19M +$97.3K +1,000 +9%
RDWM
913
Red Door Wealth Management
Tennessee
$1.18M +$15.6K +160 +1%
FBFS
914
First Business Financial Services
Wisconsin
$1.17M – – –
DWP
915
Daymark Wealth Partners
Ohio
$1.17M +$337K +3,465 +40%
CPR
916
CSU Producer Resources
Ohio
$1.17M – – –
KCG
917
Kinsale Capital Group
Virginia
$1.16M +$771K +7,933 +198%
AIS
918
American Investment Services
Massachusetts
$1.16M – – –
EF
919
Exeter Financial
Arizona
$1.15M +$12.1K +123 +1%
WW
920
Waterfront Wealth
Kansas
$1.15M +$50.1K +515 +5%
SIMG
921
Sonora Investment Management Group
Arizona
$1.15M +$75.7K +778 +7%
BCA
922
Bay Colony Advisors
Massachusetts
$1.15M +$3.87K +40 +0.3%
LAM
923
L2 Asset Management
Massachusetts
$1.15M +$368K +3,781 +47%
MCM
924
Manchester Capital Management
Vermont
$1.14M +$645K +6,634 +130%
TAM
925
Titleist Asset Management
Texas
$1.14M +$1.14M +11,722 New
35 36
37
38 39