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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 %
GC
1026
Gilbert & Cook
Iowa
$905K +$7.88K +81 +0.9%
FTDI
1027
First Trust Direct Indexing
Massachusetts
$900K +$82.2K +845 +10%
AFG
1028
Atomi Financial Group
New York
$900K +$900K +9,259 New
DSA
1029
Droms Strauss Advisors
Missouri
$896K – – –
GVAG
1030
Great Valley Advisor Group
Delaware
$895K -$2.43K -25 -0.3%
EWA
1031
Exencial Wealth Advisors
Oklahoma
$894K +$26.4K +271 +3%
VAS
1032
Valicenti Advisory Services
New York
$892K -$45.2K -465 -5%
QI
1033
Qtron Investments
Massachusetts
$889K – – –
AA
1034
Ancora Advisors
Ohio
$886K -$19.2K -197 -2%
AIM
1035
Aigen Investment Management
New York
$883K -$897K -9,219 -50%
FLPIM
1036
F.L. Putnam Investment Management
Massachusetts
$883K +$61.4K +631 +7%
WAM
1037
Walker Asset Management
Missouri
$877K +$875 +9 +0.1%
CLOS
1038
Compagnie Lombard Odier SCmA
Switzerland
$876K -$370K -3,800 -30%
YAM
1039
Yacktman Asset Management
Texas
$875K -$77.8K -800 -8%
BONH
1040
Bank of New Hampshire
New Hampshire
$875K -$48.6K -500 -5%
WAP
1041
Wealthcare Advisory Partners
Pennsylvania
$872K +$12.3K +126 +1%
AMC
1042
Asset Management Corp
Illinois
$870K +$131K +1,350 +18%
ECM
1043
Evergreen Capital Management
Washington
$866K -$14.9K -151 -2%
FCCM
1044
First City Capital Management
Georgia
$865K +$16.7K +167 +2%
EAM
1045
Erste Asset Management
Austria
$863K – – –
APP
1046
Avantax Planning Partners
Iowa
$863K +$2.82K +29 +0.3%
DSC
1047
Duncker Streett & Co
Missouri
$863K +$778 +8 +0.1%
AWM
1048
Avior Wealth Management
Nebraska
$859K +$227K +2,335 +36%
V
1049
ViaWealth
Kansas
$859K – – –
HI
1050
Human Investing
Oregon
$857K -$178K -1,832 -17%
40 41
42
43 44