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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 %
AFP
926
Ausdal Financial Partners
Iowa
$1.1M +$32.2K +318 +3%
VCM
927
Virtue Capital Management
Tennessee
$1.1M +$679K +6,705 +162%
IAN
928
Integrated Advisors Network
Texas
$1.1M +$76.4K +755 +7%
4WM
929
44 Wealth Management
Oregon
$1.09M +$23.4K +231 +2%
LC
930
Lindbrook Capital
California
$1.09M +$115K +1,140 +12%
WAG
931
Wallace Advisory Group
California
$1.09M +$1.09M +10,790 New
TFA
932
Transamerica Financial Advisors
Florida
$1.09M +$130K +1,285 +14%
AFG
933
Allegheny Financial Group
Pennsylvania
$1.09M -$10.9K -108 -1%
CAG
934
Crestwood Advisors Group
Massachusetts
$1.09M -$88.2K -871 -7%
CS
935
Cannell & Spears
New York
$1.09M – – –
NRS
936
Neville Rodie & Shaw
New York
$1.09M – – –
FG
937
Foster Group
Iowa
$1.09M +$18.5K +183 +2%
RWPA
938
Richard W. Paul & Associates
Michigan
$1.08M +$1.08M +10,698 New
EM
939
Excalibur Management
Massachusetts
$1.08M -$20.2K -200 -2%
IAIM
940
Industrial Alliance Investment Management
Quebec, Canada
$1.08M +$607 +6 +0.1%
LIM
941
Leavell Investment Management
Alabama
$1.08M -$40.8K -398 -4%
HI
942
Human Investing
Oregon
$1.08M -$394K -3,890 -27%
NL
943
NWAM LLC
Washington
$1.07M +$61K +603 +6%
CVM
944
Cheviot Value Management
California
$1.06M -$4.15K -41 -0.4%
GIP
945
Granite Investment Partners
California
$1.06M – – –
SF
946
SBK Financial
Virginia
$1.06M -$101K -1,000 -9%
TC
947
Telemus Capital
Michigan
$1.06M +$4.76K +46 +0.5%
ET
948
Equitable Trust
Tennessee
$1.06M +$45.2K +447 +4%
PFGIA
949
Patriot Financial Group Insurance Agency
Massachusetts
$1.06M +$94.7K +936 +10%
FMWA
950
Forvis Mazars Wealth Advisors
Missouri
$1.05M +$10.1K +100 +1%
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