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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 %
TC
976
Telemus Capital
Michigan
$985K -$17.1K -175 -2%
DEM
977
Disciplined Equity Management
Florida
$984K – – –
WPC
978
Wedmont Private Capital
Pennsylvania
$983K +$290K +2,916 +42%
BW
979
Bison Wealth
Georgia
$982K +$442K +4,524 +82%
WPP
980
Whalerock Point Partners
Rhode Island
$982K +$25.8K +264 +3%
PCM
981
Penserra Capital Management
California
$981K +$973K +9,968 +11,867%
AFG
982
Allegheny Financial Group
Pennsylvania
$979K -$71.8K -736 -7%
State Farm Mutual Automobile Insurance
983
State Farm Mutual Automobile Insurance
Illinois
$976K – – –
AL
984
Arnhold LLC
New York
$976K – – –
FMWA
985
Forvis Mazars Wealth Advisors
Missouri
$972K -$29.3K -300 -3%
PWPS
986
Pinnacle Wealth Planning Services
Ohio
$969K -$127K -1,296 -12%
CP
987
Covenant Partners
Tennessee
$968K -$16.7K -171 -2%
AWM
988
Accurate Wealth Management
Florida
$964K +$125K +1,259 +15%
IPW
989
Inlet Private Wealth
Florida
$962K – – –
ST
990
Smithfield Trust
Pennsylvania
$957K +$22.2K +228 +2%
AFG
991
Atomi Financial Group
New York
$952K +$48.5K +497 +5%
AWM
992
Avior Wealth Management
Nebraska
$952K +$89.3K +915 +10%
FWMM
993
Foundation Wealth Management (Missouri)
Missouri
$952K – – –
SWMP
994
Signature Wealth Management Partners
New Jersey
$950K -$4.88K -50 -0.5%
PA
995
Planning Alternatives
Michigan
$949K – – –
GC
996
Gilbert & Cook
Iowa
$947K +$39.1K +401 +4%
MWM
997
Marion Wealth Management
Pennsylvania
$937K +$28.4K +291 +3%
H
998
HoyleCohen
California
$935K +$4.78K +49 +0.5%
MIM
999
MTM Investment Management
South Carolina
$935K – – –
EAM
1000
Evanson Asset Management
California
$933K +$3.71K +38 +0.4%
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40
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