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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 %
GLA
926
Good Life Advisors
Pennsylvania
$1.13M +$24.2K +248 +2%
MCM
927
Monarch Capital Management
Indiana
$1.13M – – –
SDWIA
928
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.13M – – –
KWM
929
Kingsview Wealth Management
Oregon
$1.13M +$56.4K +578 +5%
KFC
930
Klingenstein Fields & Co
New York
$1.13M +$1.07K +11 +0.1%
TCOO
931
Trust Company of Oklahoma
Oklahoma
$1.12M -$9.76K -100 -0.9%
SCM
932
Shelton Capital Management
Colorado
$1.11M +$76.5K +784 +7%
GIA
933
Gladstone Institutional Advisory
Florida
$1.11M +$9.37K +96 +0.9%
TFA
934
Transamerica Financial Advisors
Florida
$1.11M +$10.9K +112 +1%
CVM
935
Cheviot Value Management
California
$1.1M +$72.7K +745 +7%
MYIA
936
Mount Yale Investment Advisors
Colorado
$1.1M +$486K +4,975 +79%
AWA
937
Arete Wealth Advisors
Illinois
$1.1M -$128K -1,307 -10%
RCAG
938
Rehmann Capital Advisory Group
Michigan
$1.09M -$52.3K -536 -5%
FG
939
Fiduciary Group
Georgia
$1.09M -$33K -338 -3%
Fisher Asset Management
940
Fisher Asset Management
Washington
$1.09M +$285K +2,919 +35%
BPWM
941
Badgley Phelps Wealth Managers
Washington
$1.09M -$24K -246 -2%
SIMG
942
Sonora Investment Management Group
Arizona
$1.08M -$67.9K -696 -6%
QPBE
943
Quintet Private Bank (Europe)
Luxembourg
$1.08M -$13.5K -137 -1%
AFP
944
Ausdal Financial Partners
Iowa
$1.08M -$24.1K -247 -2%
MMPW
945
Mitchell McLeod Pugh & Williams
Alabama
$1.07M +$106K +1,085 +11%
WHC
946
Wulff, Hansen & Co
California
$1.07M – – –
PNC
947
Park National Corp
Ohio
$1.06M +$37.2K +381 +4%
ECM
948
Evergreen Capital Management
Washington
$1.06M +$195K +1,971 +22%
PCIA
949
Prime Capital Investment Advisors
Kansas
$1.05M +$284K +2,907 +37%
MC
950
McMorgan & Co
California
$1.05M -$5.08K -52 -0.5%
36 37
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