PM icon

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 %
FG
951
Foster Group
Iowa
$1.06M +$17.3K +178 +2%
HI
952
Horizon Investments
North Carolina
$1.06M +$97.6K +1,004 +10%
MC
953
McMorgan & Co
California
$1.05M -$32.2K -331 -3%
AFG
954
Allegheny Financial Group
Pennsylvania
$1.05M +$1.56K +16 +0.1%
WAG
955
Wallace Advisory Group
California
$1.05M -$2.63K -27 -0.3%
CS
956
Cannell & Spears
New York
$1.04M – – –
NRS
957
Neville Rodie & Shaw
New York
$1.04M – – –
EM
958
Excalibur Management
Massachusetts
$1.04M – – –
BIAS
959
Beacon Investment Advisory Services
New Jersey
$1.03M +$57.9K +595 +6%
SCM
960
Shelton Capital Management
Colorado
$1.03M +$79.2K +814 +8%
SW
961
SteelPeak Wealth
California
$1.03M +$102K +1,034 +11%
MSAM
962
Moloney Securities Asset Management
Missouri
$1.02M -$219K -2,252 -18%
CVM
963
Cheviot Value Management
California
$1.02M +$778 +8 +0.1%
PNC
964
Park National Corp
Ohio
$1.02M +$56.6K +582 +6%
LIM
965
Leavell Investment Management
Alabama
$1.02M -$16.6K -168 -2%
TFS
966
Thoroughbred Financial Services
Tennessee
$1.02M +$24.8K +255 +2%
HI
967
Harbour Investments
Wisconsin
$1.02M +$26.3K +270 +3%
GIP
968
Granite Investment Partners
California
$1.01M -$9.73K -100 -1%
WorldQuant Millennium Advisors
969
WorldQuant Millennium Advisors
New York
$1.01M +$1.01M +10,401 New
AWAG
970
ARS Wealth Advisors Group
Florida
$1M +$782K +8,046 +353%
IIM
971
Ipswich Investment Management
Massachusetts
$1M – – –
LC
972
Lindbrook Capital
California
$1M -$48.8K -502 -5%
CAG
973
Crestwood Advisors Group
Massachusetts
$1M -$42.3K -435 -4%
CFAM
974
Center For Asset Management
Florida
$1M +$15.6K +160 +2%
PWM
975
PBMares Wealth Management
Virginia
$998K +$112K +1,149 +13%
37 38
39
40 41