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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 %
MFA
1026
Mayflower Financial Advisors
Massachusetts
$823K +$113K +1,208 +16%
FWM
1027
Foresight Wealth Management
Utah
$821K +$192K +2,044 +31%
CA
1028
Cornerstone Advisory
Maryland
$820K -$152K -1,618 -16%
B
1029
Brightworth
Georgia
$817K +$817K +8,702 New
SIMG
1030
Sonora Investment Management Group
Arizona
$816K -$29.4K -313 -3%
LGA
1031
Lebenthal Global Advisors
New York
$812K +$102K +1,083 +14%
GC
1032
Gilbert & Cook
Iowa
$811K -$482K -5,126 -37%
WLIM
1033
White Lighthouse Investment Management
Massachusetts
$808K – – –
IWM
1034
IHT Wealth Management
Illinois
$803K +$139K +1,475 +21%
SFG
1035
Summit Financial Group
West Virginia
$802K – – –
ISL
1036
Ingalls & Snyder LLC
New York
$799K -$288K -3,070 -27%
RCWM
1037
Royal Capital Wealth Management
Indiana
$798K +$4.7K +50 +0.6%
FCT
1038
First Community Trust
Iowa
$796K +$12.5K +133 +2%
TCA
1039
Transcend Capital Advisors
New Jersey
$796K +$111K +1,179 +16%
NICM
1040
Neo Ivy Capital Management
New York
$796K +$796K +8,464 New
HCP
1041
Hexagon Capital Partners
Arkansas
$793K +$12.4K +132 +2%
KWM
1042
Kingsview Wealth Management
Oregon
$791K -$6.58K -70 -0.8%
FAT
1043
First American Trust
California
$791K +$657 +7 +0.1%
SF
1044
Summit Financial
New Jersey
$788K +$58.4K +613 +8%
SJL
1045
Shayne & Jacobs LLC
Tennessee
$788K – – –
FMII
1046
Farmers & Merchants Investments Inc
Nebraska
$787K +$33.8K +360 +4%
PFSC
1047
Peoples Financial Services Corp
Pennsylvania
$785K – – –
CCM
1048
Chilton Capital Management
Texas
$785K +$37.6K +400 +5%
NB
1049
Nicolet Bankshares
Wisconsin
$785K +$39.3K +418 +5%
JC
1050
JB Capital
Connecticut
$783K -$38.6K -411 -5%
40 41
42
43 44