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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 %
NRS
951
Neville Rodie & Shaw
New York
$1.05M – – –
CS
952
Cannell & Spears
New York
$1.05M – – –
WAG
953
Wallace Advisory Group
California
$1.05M – – –
BTI
954
Blue Trust Inc
Georgia
$1.04M -$1.11M -11,466 -52%
CW
955
CIC Wealth
Maryland
$1.04M -$91.1K -933 -8%
PFBT
956
Parkside Financial Bank & Trust
Missouri
$1.04M +$77.5K +794 +8%
EM
957
Excalibur Management
Massachusetts
$1.04M -$3.42K -35 -0.3%
Koshinski Asset Management
958
Koshinski Asset Management
Illinois
$1.04M -$186K -1,903 -15%
WTA
959
Washington Trust Advisors
Massachusetts
$1.03M -$78.1K -800 -7%
ACA
960
Aptus Capital Advisors
Alabama
$1.03M +$38.2K +391 +4%
HI
961
Harbour Investments
Wisconsin
$1.02M +$4.2K +43 +0.4%
LIM
962
Leavell Investment Management
Alabama
$1.02M -$4.95K -50 -0.5%
PA
963
PFG Advisors
Arizona
$1.02M +$411K +4,207 +68%
GIP
964
Granite Investment Partners
California
$1.02M – – –
OCBCO
965
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.01M +$612K +6,268 +152%
MSAM
966
Moloney Securities Asset Management
Missouri
$1.01M -$14.4K -147 -1%
IAN
967
Integrated Advisors Network
Texas
$1.01M -$222K -2,278 -18%
IIM
968
Ipswich Investment Management
Massachusetts
$1.01M – – –
BAM
969
Belpointe Asset Management
Nevada
$1M -$1.48M -15,124 -60%
VC
970
Veracity Capital
Georgia
$1M +$61.8K +633 +7%
AWAP
971
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$998K +$21.2K +217 +2%
PWM
972
PBMares Wealth Management
Virginia
$992K -$9.76K -100 -1%
CFA
973
CWS Financial Advisors
Michigan
$992K +$2.93K +30 +0.3%
SP
974
Symmetry Partners
Connecticut
$988K – – –
FG
975
Foster Group
Iowa
$987K -$76.6K -785 -7%
37 38
39
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