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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
1
GQG Partners
Florida
$2.81B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.19B
3
SG Americas Securities
3
SG Americas Securities
New York
$487M
4
FIS
4
Fundsmith Investment Services
Mauritius
$379M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$966M

Top Sellers

1
Flossbach Von Storch
1
Flossbach Von Storch
Germany
$14.1M
2
Ameriprise
2
Ameriprise
Minnesota
$1.22B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.26B
4
Fundsmith LLP
4
Fundsmith LLP
United Kingdom
$1.55B
5
Franklin Resources
5
Franklin Resources
California
$628M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
76
Truist Financial
North Carolina
$168M +$3.19M +33,906 +2%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$166M -$4.08M -43,463 -2%
Citigroup
78
Citigroup
New York
$165M +$3.73M +39,701 +2%
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$163M -$27.2M -289,557 -14%
EVM
80
Eaton Vance Management
Massachusetts
$157M -$80.1M -852,729 -34%
Prudential Financial
81
Prudential Financial
New Jersey
$155M +$19.8M +210,837 +15%
Kovitz Investment Group Partners
82
Kovitz Investment Group Partners
Illinois
$153M +$21.3M +226,982 +16%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$152M -$3.81M -40,600 -2%
Acadian Asset Management
84
Acadian Asset Management
Massachusetts
$147M +$98M +1,043,114 +200%
CP
85
Coho Partners
Pennsylvania
$146M -$6.26M -66,632 -4%
EIP
86
Epoch Investment Partners
New York
$140M +$10.2M +108,197 +8%
Stifel Financial
87
Stifel Financial
Missouri
$138M +$2.71M +28,871 +2%
CS
88
Credit Suisse
Switzerland
$138M -$7.96M -84,722 -5%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$137M -$14.2M -150,740 -9%
Fidelity International
90
Fidelity International
Bermuda
$126M +$125M +1,329,300 +10,225%
Schroder Investment Management Group
91
Schroder Investment Management Group
United Kingdom
$126M -$3.9M -41,500 -3%
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
$125M -$45.7M -486,167 -27%
CGPCS
93
Capital Group Private Client Services
California
$122M +$3.97M +42,312 +3%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$121M -$10.9M -116,251 -8%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$121M -$1.52M -16,148 -1%
CFC
96
Cincinnati Financial Corp
Ohio
$119M – – –
Neuberger Berman Group
97
Neuberger Berman Group
New York
$118M +$19.1M +202,774 +19%
PG
98
Pendal Group
Australia
$115M -$9.59M -102,103 -8%
First Trust Advisors
99
First Trust Advisors
Illinois
$114M +$7.68M +81,775 +7%
AQR Capital Management
100
AQR Capital Management
Connecticut
$110M +$20.1M +214,633 +22%
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4
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