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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 %
GA
1001
GoalVest Advisory
New York
$958K +$80.5K +795 +9%
CPO
1002
Cerity Partners OCIO
New York
$958K +$125K +1,236 +15%
LI
1003
LMCG Investments
Massachusetts
$957K – – –
SHA
1004
Seneca House Advisors
Virginia
$956K -$19.4K -192 -2%
H
1005
HoyleCohen
California
$953K +$388K +3,838 +69%
CP
1006
Covenant Partners
Tennessee
$951K – – –
FOFP
1007
Fee-Only Financial Planning
South Carolina
$947K +$947K +9,352 New
TSWM
1008
Triangle Securities Wealth Management
North Carolina
$945K -$4.55K -45 -0.5%
WWM
1009
Wagner Wealth Management
South Carolina
$944K +$287K +2,832 +44%
GD
1010
Grandfield & Dodd
New York
$944K – – –
IFAM
1011
Institutional & Family Asset Management
Colorado
$942K +$1.82K +18 +0.2%
AA
1012
Ancora Advisors
Ohio
$942K +$101 +1 +0%
WPP
1013
Whalerock Point Partners
Rhode Island
$936K +$42K +415 +5%
CCWM
1014
Cassaday & Co Wealth Management
Virginia
$934K +$934K +9,229 New
GVAG
1015
Great Valley Advisor Group
Delaware
$934K -$28.5K -282 -3%
GC
1016
Gilbert & Cook
Iowa
$933K +$12K +119 +1%
DWM
1017
Drive Wealth Management
Utah
$932K +$331K +3,227 +55%
DSA
1018
Droms Strauss Advisors
Missouri
$932K – – –
MG
1019
Mather Group
Illinois
$928K -$43.8K -433 -5%
QI
1020
Qtron Investments
Massachusetts
$925K +$209K +2,069 +29%
Loomis, Sayles & Company
1021
Loomis, Sayles & Company
Massachusetts
$923K +$635K +6,268 +220%
PWM
1022
PBMares Wealth Management
Virginia
$922K -$101K -1,000 -10%
FC
1023
FORA Capital
Florida
$922K +$922K +9,112 New
APWA
1024
Atlas Private Wealth Advisors
New Jersey
$922K +$31.9K +315 +4%
CP
1025
Cumberland Partners
Ontario, Canada
$921K +$304K +3,000 +49%
39 40
41
42 43