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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFAM
1001
Institutional & Family Asset Management
Colorado
$870K -$2.35K -25 -0.3%
IGWM
1002
ICA Group Wealth Management
Colorado
$868K +$868K +8,162 New
MWM
1003
Meridian Wealth Management
Kentucky
$866K -$72.5K -772 -8%
FSA
1004
Franklin Street Advisors
North Carolina
$866K -$1.5K -16 -0.2%
CPIG
1005
Chicago Partners Investment Group
Illinois
$860K +$14.6K +138 +2%
LIM
1006
Leavell Investment Management
Alabama
$859K +$6.19K +65 +0.7%
RA
1007
RFG Advisory
Alabama
$856K -$25.6K -272 -3%
FMTC
1008
Farmers & Merchants Trust Company
California
$855K – – –
WAM
1009
Walker Asset Management
Missouri
$853K +$751 +8 +0.1%
ZCA
1010
Zeke Capital Advisors
Pennsylvania
$849K +$849K +9,029 New
PAWC
1011
P.A.W. Capital
Connecticut
$845K – – –
MG
1012
Mather Group
Illinois
$844K +$108K +1,154 +15%
CC
1013
Centiva Capital
New York
$844K +$844K +8,984 New
LOPW
1014
Live Oak Private Wealth
North Carolina
$840K +$87.5K +931 +12%
BMWM
1015
Brown Miller Wealth Management
Virginia
$839K +$1.97K +21 +0.2%
LC
1016
Lindbrook Capital
California
$838K -$23K -245 -3%
I
1017
INVST
Indiana
$838K -$3K -30 -0.4%
IPW
1018
Inlet Private Wealth
Florida
$834K +$4.98K +53 +0.6%
BIAS
1019
Beacon Investment Advisory Services
New Jersey
$833K +$78.5K +836 +10%
DSC
1020
Duncker Streett & Co
Missouri
$830K -$280K -2,984 -25%
CIC
1021
Carnegie Investment Counsel
Ohio
$830K +$20.9K +223 +3%
GVAG
1022
Great Valley Advisor Group
Delaware
$830K +$153K +1,628 +23%
LNB
1023
Ledyard National Bank
$829K -$186K -1,986 -18%
AA
1024
Ancora Advisors
Ohio
$829K +$6.76K +72 +0.8%
PFGIA
1025
Patriot Financial Group Insurance Agency
Massachusetts
$824K +$56.1K +596 +7%
39 40
41
42 43