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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 %
WAG
951
Wallace Advisory Group
California
$1.06M +$6.54K +67 +0.6%
SCM
952
Shelton Capital Management
Colorado
$1.05M – – –
WW
953
Waterfront Wealth
Kansas
$1.05M -$84.1K -924 -7%
RMSCM
954
R.M. Sincerbeaux Capital Management
New York
$1.05M -$370K -4,000 -26%
BCM
955
BlueCrest Capital Management
Jersey
$1.05M +$1.05M +11,319 New
Koshinski Asset Management
956
Koshinski Asset Management
Illinois
$1.04M +$57.6K +622 +6%
CVM
957
Cheviot Value Management
California
$1.04M -$3.8K -41 -0.4%
Parallax Volatility Advisers
958
Parallax Volatility Advisers
California
$1.03M +$1.03M +11,176 New
Walleye Trading
959
Walleye Trading
New York
$1.03M +$1.03M +11,172 New
GIA
960
Gladstone Institutional Advisory
Florida
$1.03M -$21.7K -234 -2%
BPWM
961
Badgley Phelps Wealth Managers
Washington
$1.03M -$1.57K -17 -0.2%
VT
962
Vise Technologies
New York
$1.03M +$191K +2,063 +23%
AFP
963
Ausdal Financial Partners
Iowa
$1.02M -$1.11K -12 -0.1%
SIMG
964
Sonora Investment Management Group
Arizona
$1.02M -$4.63K -50 -0.5%
RCAG
965
Rehmann Capital Advisory Group
Michigan
$1.02M -$13.7K -148 -1%
MMPW
966
Mitchell McLeod Pugh & Williams
Alabama
$1.02M +$555 +6 +0.1%
WHC
967
Wulff, Hansen & Co
California
$1.02M – – –
FG
968
Fiduciary Group
Georgia
$1.01M -$19.4K -210 -2%
PNC
969
Park National Corp
Ohio
$1.01M -$1.39K -15 -0.1%
LCM
970
Landscape Capital Management
New Jersey
$1M +$1M +10,853 New
CS
971
Cannell & Spears
New York
$996K +$1.94K +21 +0.2%
AWM
972
Accurate Wealth Management
Florida
$993K +$88.8K +951 +10%
NRS
973
Neville Rodie & Shaw
New York
$993K – – –
OP
974
ORG Partners
Indiana
$992K -$659K -7,112 -40%
EP
975
Edgestream Partners
New Jersey
$992K +$992K +10,720 New
37 38
39
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