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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 %
PA
1001
Planning Alternatives
Michigan
$945K – – –
IIA
1002
ICW Investment Advisors
Arizona
$939K +$12.3K +126 +1%
ICG
1003
InterOcean Capital Group
Tennessee
$939K +$281K +2,887 +43%
SBH
1004
Segall Bryant & Hamill
Illinois
$938K -$193K -1,985 -17%
TAM
1005
Tocqueville Asset Management
New York
$938K -$63K -648 -6%
VC
1006
Veracity Capital
Georgia
$937K +$52.2K +537 +6%
MIM
1007
MTM Investment Management
South Carolina
$931K – – –
ST
1008
Smithfield Trust
Pennsylvania
$929K -$31K -320 -3%
H
1009
HoyleCohen
California
$927K +$11.4K +117 +1%
EAM
1010
Evanson Asset Management
California
$925K +$3.5K +36 +0.4%
PFP
1011
Paragon Financial Partners
California
$925K – – –
SHA
1012
Seneca House Advisors
Virginia
$924K +$5.54K +57 +0.6%
ET
1013
Equitable Trust
Tennessee
$923K -$97.3K -1,000 -10%
VCS
1014
Vaughan & Co Securities
New Jersey
$918K -$12.8K -132 -1%
HI
1015
Hendershot Investments
Virginia
$918K -$765K -7,869 -45%
CCWM
1016
Cassaday & Co Wealth Management
Virginia
$917K +$19.8K +204 +2%
CF
1017
Centaurus Financial
California
$914K +$203K +2,085 +28%
QL
1018
Quarry LP
New York
$913K +$616K +6,330 +207%
LI
1019
LMCG Investments
Massachusetts
$912K -$7.59K -78 -0.8%
FOFP
1020
Fee-Only Financial Planning
South Carolina
$909K – – –
TSWM
1021
Triangle Securities Wealth Management
North Carolina
$908K – – –
IFAM
1022
Institutional & Family Asset Management
Colorado
$907K +$1.46K +15 +0.2%
GD
1023
Grandfield & Dodd
New York
$907K – – –
CBFP
1024
Cedar Brook Financial Partners
Ohio
$906K +$65.7K +676 +8%
MWM
1025
Marion Wealth Management
Pennsylvania
$905K +$58.6K +603 +7%
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