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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
$1.59B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.58B
3
DCP
D1 Capital Partners
New York
$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$293M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.02B

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$8.77M
2
GQG Partners
GQG Partners
Florida
$10.9M
3
Capital International Investors
Capital International Investors
California
$9.49B
4
Viking Global Investors
Viking Global Investors
Connecticut
$553M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
76
Brown Brothers Harriman & Co
New York
$170M +$4.35K +47 +0%
Two Sigma Investments
77
Two Sigma Investments
New York
$162M +$115M +1,244,631 +245%
Prudential Financial
78
Prudential Financial
New Jersey
$160M -$7.99M -86,278 -5%
TCIM
79
TOMS Capital Investment Management
New York
$159M +$61.8M +667,000 +64%
Principal Financial Group
80
Principal Financial Group
Iowa
$159M -$1.13M -12,240 -0.7%
LPL Financial
81
LPL Financial
California
$153M +$3.83M +41,354 +3%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$152M +$5.74M +59,466 +4%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$150M -$6.1M -65,916 -4%
Stifel Financial
84
Stifel Financial
Missouri
$150M -$110K -1,186 -0.1%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$144M -$5.63M -60,835 -4%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$143M -$278K -3,000 -0.2%
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$142M -$85.4M -922,126 -38%
CB
88
Cooke & Bieler
Pennsylvania
$139M +$69.2M +747,739 +99%
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$137M -$19.3M -208,888 -12%
CS
90
Credit Suisse
Switzerland
$128M +$1.66M +17,901 +1%
DZ Bank
91
DZ Bank
Germany
$125M -$15.3M -165,017 -11%
Millennium Management
92
Millennium Management
New York
$123M +$66.2M +714,542 +117%
EIP
93
Epoch Investment Partners
New York
$122M -$10.6M -114,036 -8%
CGPCS
94
Capital Group Private Client Services
California
$118M -$2.41M -25,999 -2%
Aberdeen Group
95
Aberdeen Group
United Kingdom
$116M -$1.28M -13,876 -1%
Lord, Abbett & Co
96
Lord, Abbett & Co
New Jersey
$114M +$43.1M +466,000 +61%
CP
97
Coho Partners
Pennsylvania
$113M -$13.1M -141,049 -10%
DC
98
Davenport & Co
Virginia
$112M +$80.8K +872 +0.1%
Royal London Asset Management
99
Royal London Asset Management
United Kingdom
$111M -$59.3M -640,249 -35%
Nomura Asset Management
100
Nomura Asset Management
Japan
$110M +$1M +10,804 +0.9%
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4
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