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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 %
MIM
951
MTM Investment Management
South Carolina
$956K – – –
CNC
952
Canandaigua National Corp
New York
$956K +$29.9K +318 +3%
PFS
953
Prospera Financial Services
Texas
$953K +$6.77K +72 +0.7%
VT
954
Vise Technologies
New York
$952K -$799K -8,508 -46%
EAM
955
Evanson Asset Management
California
$950K -$11K -117 -1%
HIC
956
Harvey Investment Company
Kentucky
$950K – – –
APP
957
Avantax Planning Partners
Iowa
$947K -$27.8K -296 -3%
TSWM
958
Triangle Securities Wealth Management
North Carolina
$945K +$165K +1,755 +21%
MMPW
959
Mitchell McLeod Pugh & Williams
Alabama
$941K -$5.07K -54 -0.5%
WIC
960
Woodmont Investment Counsel
Tennessee
$941K +$941K +10,012 New
State Farm Mutual Automobile Insurance
961
State Farm Mutual Automobile Insurance
Illinois
$939K – – –
AIS
962
American Investment Services
Massachusetts
$939K – – –
PA
963
Planning Alternatives
Michigan
$938K – – –
OIA
964
OneDigital Investment Advisors
Kansas
$938K +$150K +1,603 +19%
DEM
965
Disciplined Equity Management
Florida
$935K -$47.9K -510 -5%
SXL
966
Summit X LLC
Missouri
$934K -$5.98K -64 -0.6%
HCWM
967
Harrison & Co Wealth Management
Virginia
$933K -$19.6K -209 -2%
PFM
968
Parsec Financial Management
North Carolina
$933K -$3.48K -37 -0.4%
VCS
969
Vaughan & Co Securities
New Jersey
$923K -$5.92K -63 -0.6%
AWA
970
Arete Wealth Advisors
Illinois
$921K -$65.7K -699 -7%
AIL
971
AGF Investments LLC
Ontario, Canada
$921K +$690K +7,339 +298%
MGIA
972
Moneta Group Investment Advisors
Missouri
$918K +$299K +3,183 +48%
DF
973
Donoghue Forlines
Massachusetts
$916K +$916K +9,754 New
PFP
974
Paragon Financial Partners
California
$915K – – –
IC
975
Inscription Capital
Texas
$911K -$3.71K -39 -0.4%
37 38
39
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