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Philip Morris
PM

Overview Fund Activity

2,033 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 888 increasing their positions, 669 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,033
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.54%
Holding in Top 10
60
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-9.09%
% of All Funds
0.96%
New
140
Increased
888
Reduced
669
Closed
97
Calls
$390M
Puts
$465M
Net Calls
-$74.6M
Net Calls Change
-$244M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$1.18B
2
Capital International Investors
Capital International Investors
California
+$447M
3
Citadel Advisors
Citadel Advisors
Florida
+$340M
4
Federated Hermes
Federated Hermes
Pennsylvania
+$211M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$136M

Top Sellers

1
BlackRock
BlackRock
New York
-$756M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$567M
3
GQG Partners
GQG Partners
Florida
-$262M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$240M
5
State Street
State Street
Massachusetts
-$96.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
976
Telemus Capital
Michigan
$998K +$389 +4 +0%
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$997K -$9.53K -98 -0.9%
ACA
978
Aptus Capital Advisors
Alabama
$997K +$35.6K +361 +4%
GWM
979
Geneos Wealth Management
Colorado
$994K -$206K -2,123 -17%
CFA
980
CWS Financial Advisors
Michigan
$985K -$71.5K -735 -7%
Credit Agricole
981
Credit Agricole
France
$984K +$28.8K +296 +3%
SP
982
Symmetry Partners
Connecticut
$984K -$739K -7,597 -43%
HIC
983
Harvey Investment Company
Kentucky
$984K – – –
CBNLCF
984
Cognios Beta Neutral Large Cap Fund
Kansas
$984K +$46.1K +476 +5%
CP
985
Covenant Partners
Tennessee
$981K +$67.4K +693 +7%
DEM
986
Disciplined Equity Management
Florida
$980K +$4.86K +50 +0.5%
GA
987
GoalVest Advisory
New York
$977K +$56.4K +580 +6%
AWAP
988
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$973K +$12.6K +130 +1%
AL
989
Arnhold LLC
New York
$973K -$1.91M -19,650 -66%
State Farm Mutual Automobile Insurance
990
State Farm Mutual Automobile Insurance
Illinois
$973K – – –
RFM
991
Royal Fund Management
Florida
$964K -$686K -7,056 -42%
MMPW
992
Mitchell McLeod Pugh & Williams
Alabama
$962K -$7.49K -77 -0.8%
HIA
993
Harbor Investment Advisory
Maryland
$961K -$21.5K -221 -2%
NAS
994
Nicolet Advisory Services
Wisconsin
$959K +$123K +1,245 +15%
PFBT
995
Parkside Financial Bank & Trust
Missouri
$959K +$13.4K +138 +1%
IPW
996
Inlet Private Wealth
Florida
$958K – – –
PFM
997
Patton Fund Management
Texas
$953K -$650K -6,687 -41%
WPP
998
Whalerock Point Partners
Rhode Island
$952K +$53K +545 +6%
SWMP
999
Signature Wealth Management Partners
New Jersey
$951K -$8.75K -90 -0.9%
FWMM
1000
Foundation Wealth Management (Missouri)
Missouri
$948K – – –
38 39
40
41 42