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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 %
VC
1026
Veracity Capital
Georgia
$921K +$264K +2,608 +40%
PRC
1027
Pearl River Capital
Michigan
$921K -$523K -5,168 -36%
ECM
1028
Evergreen Capital Management
Washington
$915K +$60.3K +589 +7%
WAM
1029
Walker Asset Management
Missouri
$912K -$9.21K -91 -1%
FSA
1030
Franklin Street Advisors
North Carolina
$905K -$106K -1,050 -11%
CST
1031
Charles Schwab Trust
Nevada
$904K -$344K -3,400 -28%
V
1032
ViaWealth
Kansas
$904K +$904K +8,834 New
EWA
1033
Exencial Wealth Advisors
Oklahoma
$903K +$19.1K +189 +2%
FMTC
1034
Farmers & Merchants Trust Company
California
$900K -$911 -9 -0.1%
CIM
1035
Cambria Investment Management
California
$899K +$44.9K +444 +5%
EAM
1036
Erste Asset Management
Austria
$898K – – –
DSC
1037
Duncker Streett & Co
Missouri
$897K +$1.11K +11 +0.1%
APP
1038
Avantax Planning Partners
Iowa
$895K -$14.4K -142 -2%
WAP
1039
Wealthcare Advisory Partners
Pennsylvania
$895K +$80.3K +793 +10%
EIM
1040
Ervin Investment Management
Washington
$890K -$10.1K -100 -1%
CAAS
1041
Capital Asset Advisory Services
Michigan
$888K -$63.4K -605 -7%
MWM
1042
Marion Wealth Management
Pennsylvania
$881K +$135K +1,334 +18%
CFP
1043
Catalyst Financial Partners
Massachusetts
$880K +$880K +8,690 New
CGA
1044
Crescent Grove Advisors
Illinois
$879K +$355K +3,467 +68%
WP
1045
WealthSource Partners
California
$876K +$89.9K +888 +11%
PCA
1046
Prosperity Capital Advisors
Ohio
$876K +$876K +8,653 New
CBFP
1047
Cedar Brook Financial Partners
Ohio
$874K +$35.3K +349 +4%
BIP
1048
Blueprint Investment Partners
North Carolina
$872K +$872K +8,619 New
WLIM
1049
White Lighthouse Investment Management
Massachusetts
$870K – – –
DWP
1050
Daymark Wealth Partners
Ohio
$869K +$869K +8,583 New
40 41
42
43 44