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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1001
CWS Financial Advisors
Michigan
$942K +$1.3K +14 +0.1%
FG
1002
Foster Group
Iowa
$941K +$4.35K +47 +0.5%
MSAM
1003
Moloney Securities Asset Management
Missouri
$936K -$26.3K -284 -3%
DEM
1004
Disciplined Equity Management
Florida
$933K – – –
State Farm Mutual Automobile Insurance
1005
State Farm Mutual Automobile Insurance
Illinois
$926K – – –
AL
1006
Arnhold LLC
New York
$926K – – –
HCP
1007
Hexagon Capital Partners
Arkansas
$926K +$154K +1,665 +20%
RWPA
1008
Richard W. Paul & Associates
Michigan
$923K +$114K +1,230 +14%
BW
1009
Bison Wealth
Georgia
$920K -$11.2K -121 -1%
Group One Trading
1010
Group One Trading
Illinois
$915K +$570K +6,153 +165%
ST
1011
Smithfield Trust
Pennsylvania
$915K +$4.73K +51 +0.5%
SW
1012
SVB Wealth
Massachusetts
$914K -$248K -2,675 -21%
IIM
1013
Ipswich Investment Management
Massachusetts
$914K -$41.7K -450 -4%
PWPS
1014
Pinnacle Wealth Planning Services
Ohio
$913K -$5.56K -60 -0.6%
MWM
1015
Marion Wealth Management
Pennsylvania
$912K +$23.5K +254 +3%
DWT
1016
Dorsey & Whitney Trust
South Dakota
$910K +$117K +1,264 +15%
TC
1017
Telemus Capital
Michigan
$910K -$24.2K -261 -3%
H
1018
HoyleCohen
California
$910K +$22.7K +245 +3%
FWMM
1019
Foundation Wealth Management (Missouri)
Missouri
$903K – – –
SWMP
1020
Signature Wealth Management Partners
New Jersey
$901K – – –
AWM
1021
Avior Wealth Management
Nebraska
$900K -$3.06K -33 -0.3%
PA
1022
Planning Alternatives
Michigan
$900K – – –
EAM
1023
Evanson Asset Management
California
$899K +$14.2K +153 +2%
FMWA
1024
Forvis Mazars Wealth Advisors
Missouri
$897K -$24.5K -265 -3%
KWA
1025
Kingswood Wealth Advisors
California
$897K +$897K +2,597 New
39 40
41
42 43