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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
901
Forte Capital
New York
$1.24M -$37.2K -381 -3%
ZF
902
Zhang Financial
Michigan
$1.23M – – –
IWP
903
Icon Wealth Partners
Texas
$1.23M -$10.3K -106 -0.8%
DA
904
Dover Advisors
Virginia
$1.23M -$74.3K -751 -6%
SW
905
SVB Wealth
Massachusetts
$1.23M -$320K -3,275 -21%
JWCA
906
J.W. Cole Advisors
Florida
$1.22M -$80.1K -820 -6%
GSWM
907
Greenup Street Wealth Management
Michigan
$1.21M +$1.21M +12,442 New
WW
908
Waterfront Wealth
Kansas
$1.21M +$65.3K +673 +6%
CCB
909
Country Club Bank
Missouri
$1.21M – – –
TPWA
910
TRUE Private Wealth Advisors
Oregon
$1.2M – – –
TIM
911
Tevis Investment Management
Texas
$1.2M – – –
AIS
912
American Investment Services
Massachusetts
$1.2M +$83.1K +851 +7%
SXL
913
Summit X LLC
Missouri
$1.19M +$103K +1,053 +9%
BIAS
914
Beacon Investment Advisory Services
New Jersey
$1.19M +$150K +1,536 +14%
WS
915
Wedbush Securities
California
$1.19M +$44.2K +453 +4%
FBFS
916
First Business Financial Services
Wisconsin
$1.18M – – –
CPR
917
CSU Producer Resources
Ohio
$1.17M – – –
EB
918
Exchange Bank
California
$1.16M +$1.16M +11,890 New
VCM
919
Virtue Capital Management
Tennessee
$1.16M -$49.5K -508 -4%
BCA
920
Bay Colony Advisors
Massachusetts
$1.16M -$586 -6 -0.1%
I
921
INVST
Indiana
$1.15M -$39K -399 -3%
THWM
922
Taylor Hoffman Wealth Management
Virginia
$1.15M -$86.7K -888 -7%
MG
923
Mather Group
Illinois
$1.15M +$346K +3,544 +43%
CFP
924
Catalyst Financial Partners
Massachusetts
$1.15M +$60.6K +621 +6%
EWM
925
Endurance Wealth Management
Rhode Island
$1.14M -$48.8K -500 -4%
35 36
37
38 39