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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 %
AIS
926
American Investment Services
Massachusetts
$1.13M -$8.7K -94 -0.8%
JWCA
927
J.W. Cole Advisors
Florida
$1.13M -$26.8K -290 -2%
FBFS
928
First Business Financial Services
Wisconsin
$1.13M +$8.15K +88 +0.7%
TPA
929
Trivium Point Advisory
Connecticut
$1.12M -$27.9K -309 -2%
Fisher Asset Management
930
Fisher Asset Management
Washington
$1.12M +$88K +950 +9%
BIAS
931
Beacon Investment Advisory Services
New Jersey
$1.12M -$10.3K -111 -0.9%
MUAMU
932
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.11M -$463K -5,000 -29%
CPR
933
CSU Producer Resources
Ohio
$1.11M – – –
MJRIC
934
Mogy Joel R Investment Counsel
California
$1.11M -$352K -3,800 -24%
KFC
935
Klingenstein Fields & Co
New York
$1.1M +$31.6K +341 +3%
EB
936
Exchange Bank
California
$1.1M -$5.74K -62 -0.5%
GLA
937
Good Life Advisors
Pennsylvania
$1.09M +$21.5K +232 +2%
THWM
938
Taylor Hoffman Wealth Management
Virginia
$1.09M – – –
LC
939
Lindbrook Capital
California
$1.08M +$217K +2,348 +25%
GIBU
940
Gulf International Bank (UK)
United Kingdom
$1.08M -$268K -2,895 -20%
CAM
941
Cobblestone Asset Management
Virginia
$1.07M +$1.07M +11,591 New
MCM
942
Monarch Capital Management
Indiana
$1.07M – – –
SDWIA
943
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.07M +$463 +5 +0%
Man Group
944
Man Group
United Kingdom
$1.07M -$560K -5,741 Closed
SWA
945
Stratos Wealth Advisors
Ohio
$1.07M +$571K +6,166 +115%
WDA
946
Wendell David Associates
New Hampshire
$1.07M -$374K -4,034 -26%
PCIA
947
Prime Capital Investment Advisors
Kansas
$1.06M +$64.2K +694 +6%
BCA
948
Bay Colony Advisors
Massachusetts
$1.06M -$34.4K -372 -3%
BP
949
Ballentine Partners
Massachusetts
$1.06M +$492K +5,309 +86%
MHS
950
M Holdings Securities
Oregon
$1.06M +$499K +5,391 +89%
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