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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
APF
901
Alaska Permanent Fund
Alaska
$1.22M +$9.35K +101 +0.8%
LAS
902
Lloyd Advisory Services
Georgia
$1.22M +$1.22M +13,157 New
NG
903
Norden Group
Utah
$1.22M +$1.22M +13,157 New
VC
904
Veracity Capital
Georgia
$1.22M +$267K +2,880 +28%
BWL
905
Bogart Wealth LLC
Virginia
$1.22M – – –
SFI
906
Siemens Fonds Invest
Germany
$1.22M – – –
NSIM
907
North Star Investment Management
Illinois
$1.2M -$55.5K -600 -4%
AWP
908
Accretive Wealth Partners
New Jersey
$1.2M +$25.8K +279 +2%
HI
909
Horizon Investments
North Carolina
$1.2M -$3.89K -42 -0.3%
MSA
910
Marino Stram & Associates
Massachusetts
$1.2M +$11.5K +124 +1%
CRIG
911
Charter Research & Investment Group
Connecticut
$1.2M – – –
EHC
912
Everett Harris & Co
California
$1.19M +$6.02K +65 +0.5%
RCM
913
RB Capital Management
Nevada
$1.19M +$10.9K +118 +0.9%
OPTFSNA
914
Old Point Trust & Financial Services N A
Virginia
$1.18M – – –
WS
915
Wedbush Securities
California
$1.18M +$56.2K +607 +5%
AAM
916
Aureus Asset Management
Massachusetts
$1.18M -$225K -2,431 -16%
LIM
917
Longfellow Investment Management
Massachusetts
$1.18M – – –
DA
918
Dover Advisors
Virginia
$1.18M +$6.48K +69 +0.6%
ZF
919
Zhang Financial
Michigan
$1.17M – – –
VCM
920
Virtue Capital Management
Tennessee
$1.16M – – –
TPWA
921
TRUE Private Wealth Advisors
Oregon
$1.15M +$8.89K +96 +0.8%
DFCM
922
Dark Forest Capital Management
Puerto Rico
$1.15M +$1.15M +12,414 New
FC
923
Forte Capital
New York
$1.15M -$26.6K -287 -2%
TIM
924
Tevis Investment Management
Texas
$1.14M – – –
IWP
925
Icon Wealth Partners
Texas
$1.13M -$36.1K -390 -3%
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