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Philip Morris

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFP
1001
Paragon Financial Partners
California
$929K
ET
1002
Equitable Trust
Tennessee
$925K -$976 -10 -0.1%
TAM
1003
Tocqueville Asset Management
New York
$925K -$16.3K -167 -2%
IIA
1004
ICW Investment Advisors
Arizona
$920K -$22.4K -229 -2%
VCS
1005
Vaughan & Co Securities
New Jersey
$919K -$1.95K -20 -0.2%
HIA
1006
Harbor Investment Advisory
Maryland
$916K -$48.4K -496 -5%
LI
1007
LMCG Investments
Massachusetts
$915K
SHA
1008
Seneca House Advisors
Virginia
$915K -$12.8K -131 -1%
FOFP
1009
Fee-Only Financial Planning
South Carolina
$913K
IFAM
1010
Institutional & Family Asset Management
Colorado
$912K +$1.56K +16 +0.2%
GD
1011
Grandfield & Dodd
New York
$910K
LC
1012
Lindbrook Capital
California
$909K -$97.6K -1,000 -10%
CBFP
1013
Cedar Brook Financial Partners
Ohio
$909K -$98 -1 -0%
SBH
1014
Segall Bryant & Hamill
Illinois
$909K -$33.9K -347 -4%
EWA
1015
Exencial Wealth Advisors
Oklahoma
$907K +$9.66K +99 +1%
AA
1016
Ancora Advisors
Ohio
$907K +$18.1K +185 +2%
HI
1017
Hendershot Investments
Virginia
$906K -$15.3K -157 -2%
CAG
1018
Crestwood Advisors Group
Massachusetts
$899K -$108K -1,105 -11%
DSA
1019
Droms Strauss Advisors
Missouri
$898K
ICG
1020
InterOcean Capital Group
Tennessee
$898K -$44.3K -454 -5%
RAG
1021
RIA Advisory Group
Iowa
$896K +$88.1K +903 +11%
TSWM
1022
Triangle Securities Wealth Management
North Carolina
$896K -$15.1K -155 -2%
HIC
1023
Harvey Investment Company
Kentucky
$896K -$91K -933 -9%
QI
1024
Qtron Investments
Massachusetts
$892K
RFM
1025
Royal Fund Management
Florida
$892K -$75.5K -773 -8%