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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
926
Confluence Wealth Services
Pennsylvania
$1.01M -$46.5K -495 -4%
CS
927
Cannell & Spears
New York
$1.01M -$38K -405 -4%
CFA
928
CWS Financial Advisors
Michigan
$1.01M -$8.55K -91 -0.8%
BJL
929
Brighton Jones LLC
Washington
$1.01M +$43.3K +461 +5%
FG
930
Foster Group
Iowa
$1M – – –
KIG
931
Kowal Investment Group
Wisconsin
$1M +$49.3K +525 +5%
CBT
932
CoreFirst Bank & Trust
Kansas
$996K -$1.88K -20 -0.2%
GLA
933
Good Life Advisors
Pennsylvania
$994K +$8.55K +91 +0.9%
APWA
934
Atlas Private Wealth Advisors
New Jersey
$990K +$159K +1,693 +19%
GIP
935
Granite Investment Partners
California
$987K – – –
CA
936
Continuum Advisory
Idaho
$986K +$555K +5,550 +129%
4WM
937
44 Wealth Management
Oregon
$984K +$94 +1 +0%
AWAP
938
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$982K +$2.54K +27 +0.3%
AFP
939
Ausdal Financial Partners
Iowa
$980K -$66.9K -712 -6%
ST
940
Smithfield Trust
Pennsylvania
$979K +$10.4K +110 +1%
SG
941
StoneX Group
New York
$979K +$179K +1,879 +22%
GSWM
942
Greenup Street Wealth Management
Michigan
$977K +$61.7K +657 +7%
CPA
943
Cardiff Park Advisors
California
$972K +$7.89K +84 +0.8%
ET
944
Equitable Trust
Tennessee
$970K -$940 -10 -0.1%
IIM
945
Ipswich Investment Management
Massachusetts
$970K – – –
SBH
946
Segall Bryant & Hamill
Illinois
$964K -$515K -5,497 -35%
Fisher Asset Management
947
Fisher Asset Management
Washington
$964K -$266K -2,834 -22%
AB
948
Atlas Brown
Kentucky
$962K +$188 +2 +0%
VAS
949
Valicenti Advisory Services
New York
$961K -$253K -2,690 -21%
CIM
950
Cambria Investment Management
California
$958K -$124K -1,320 -11%
36 37
38
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