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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 %
WS
926
Wedbush Securities
California
$1.14M -$54.3K -558 -5%
RCAG
927
Rehmann Capital Advisory Group
Michigan
$1.14M +$11.7K +120 +1%
CW
928
CIC Wealth
Maryland
$1.13M -$102K -1,045 -8%
MCM
929
Monarch Capital Management
Indiana
$1.12M – – –
SDWIA
930
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.12M -$10.7K -110 -0.9%
TCOO
931
Trust Company of Oklahoma
Oklahoma
$1.12M -$292 -3 -0%
KFC
932
Klingenstein Fields & Co
New York
$1.12M -$37.1K -381 -3%
STA
933
Summit Trail Advisors
New York
$1.12M +$36.8K +374 +3%
FG
934
Fiduciary Group
Georgia
$1.12M -$43.2K -444 -4%
WTA
935
Washington Trust Advisors
Massachusetts
$1.11M -$25.3K -260 -2%
BPWM
936
Badgley Phelps Wealth Managers
Washington
$1.11M -$37.9K -390 -3%
GLA
937
Good Life Advisors
Pennsylvania
$1.1M -$90.5K -931 -8%
AFP
938
Ausdal Financial Partners
Iowa
$1.1M +$40.7K +418 +4%
QT
939
Quantamental Technologies
New York
$1.1M +$1.1M +11,291 New
GIA
940
Gladstone Institutional Advisory
Florida
$1.1M +$3.7K +38 +0.3%
TFA
941
Transamerica Financial Advisors
Florida
$1.09M +$45.7K +470 +4%
PWPS
942
Pinnacle Wealth Planning Services
Ohio
$1.09M +$2.72K +28 +0.3%
PAM
943
Paradigm Asset Management
New York
$1.09M – – –
SXL
944
Summit X LLC
Missouri
$1.09M -$174K -1,784 -14%
OFG
945
OmniStar Financial Group
North Carolina
$1.08M +$82.4K +847 +8%
CFP
946
Catalyst Financial Partners
Massachusetts
$1.08M +$237K +2,435 +28%
QPBE
947
Quintet Private Bank (Europe)
Luxembourg
$1.08M +$1.08M +11,102 New
SFG
948
SevenBridge Financial Group
Pennsylvania
$1.07M +$495K +5,086 +86%
KWM
949
Kingsview Wealth Management
Oregon
$1.07M -$235K -2,418 -18%
WHC
950
Wulff, Hansen & Co
California
$1.07M – – –
36 37
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