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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
976
CoreFirst Bank & Trust
Kansas
$999K -$3.24K -32 -0.3%
ST
977
Smithfield Trust
Pennsylvania
$999K -$15.7K -156 -2%
IPW
978
Inlet Private Wealth
Florida
$997K +$98.5K +973 +11%
Credit Agricole
979
Credit Agricole
France
$994K +$79.1K +782 +9%
YAM
980
Yacktman Asset Management
Texas
$992K -$729K -7,200 -42%
SCM
981
Shelton Capital Management
Colorado
$990K -$124K -1,226 -11%
ACA
982
Aptus Capital Advisors
Alabama
$987K -$43.2K -427 -4%
FWMM
983
Foundation Wealth Management (Missouri)
Missouri
$987K +$987K +9,750 New
PFBT
984
Parkside Financial Bank & Trust
Missouri
$984K +$5.47K +54 +0.6%
PA
985
Planning Alternatives
Michigan
$983K -$26.8K -265 -3%
CBNLCF
986
Cognios Beta Neutral Large Cap Fund
Kansas
$981K +$981K +9,693 New
LGF
987
LGT Group Foundation
Liechtenstein
$978K -$682K -6,739 -41%
VAS
988
Valicenti Advisory Services
New York
$976K – – –
HCWM
989
Harrison & Co Wealth Management
Virginia
$975K +$2.23K +22 +0.2%
Harris Associates
990
Harris Associates
Illinois
$974K -$73.6M -727,236 -99%
MIM
991
MTM Investment Management
South Carolina
$969K – – –
VCS
992
Vaughan & Co Securities
New Jersey
$969K -$21.1K -208 -2%
CNC
993
Canandaigua National Corp
New York
$967K -$1.11K -11 -0.1%
SW
994
SteelPeak Wealth
California
$964K +$497K +4,847 +106%
IIA
995
ICW Investment Advisors
Arizona
$964K -$18.2K -180 -2%
CFA
996
CWS Financial Advisors
Michigan
$964K +$66.5K +750 +7%
SAM
997
Strategy Asset Managers
California
$963K +$708 +7 +0.1%
PFP
998
Paragon Financial Partners
California
$963K – – –
BONH
999
Bank of New Hampshire
New Hampshire
$961K -$49.1K -485 -5%
EAM
1000
Evanson Asset Management
California
$959K -$71.7K -708 -7%
38 39
40
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