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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 %
Citigroup
76
Citigroup
New York
$171M +$55.7M +571,059 +48%
Principal Financial Group
77
Principal Financial Group
Iowa
$169M -$5.17M -52,937 -3%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$165M -$11.7M -119,772 -7%
Kovitz Investment Group Partners
79
Kovitz Investment Group Partners
Illinois
$165M +$35.6M +365,014 +28%
Stifel Financial
80
Stifel Financial
Missouri
$158M +$1.13M +11,626 +0.7%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$158M -$12.5M -127,713 -7%
LPL Financial
82
LPL Financial
California
$157M +$9.3M +95,235 +6%
Adage Capital Partners
83
Adage Capital Partners
Massachusetts
$151M -$566K -5,800 -0.4%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$148M -$73.6M -750,990 -33%
DZ Bank
85
DZ Bank
Germany
$148M +$24.6M +251,743 +20%
CF
86
Canoe Financial
Alberta, Canada
$145M -$6.34M -64,906 -4%
EIP
87
Epoch Investment Partners
New York
$140M +$9.67M +99,095 +7%
CS
88
Credit Suisse
Switzerland
$133M -$9.73M -99,646 -7%
CP
89
Coho Partners
Pennsylvania
$133M -$7.12M -72,886 -5%
CGPCS
90
Capital Group Private Client Services
California
$127M -$610K -6,250 -0.5%
Aberdeen Group
91
Aberdeen Group
United Kingdom
$124M -$2.55M -26,110 -2%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$121M -$7.67M -78,608 -6%
DC
93
Davenport & Co
Virginia
$117M +$527K +5,395 +0.5%
RPI
94
Railway Pension Investments
United Kingdom
$116M +$215K +2,200 +0.2%
Nomura Asset Management
95
Nomura Asset Management
Japan
$115M +$30.4M +311,141 +36%
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$113M -$30.9M -316,895 -21%
Toronto Dominion Bank
97
Toronto Dominion Bank
Ontario, Canada
$108M -$22.8M -234,013 -17%
CFC
98
Cincinnati Financial Corp
Ohio
$108M – – –
SO
99
STRS Ohio
Ohio
$106M +$2.85M +29,179 +3%
CIC
100
Crawford Investment Counsel
Georgia
$106M +$3.26M +33,373 +3%
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4
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