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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 %
KCM
1051
Kanawha Capital Management
Virginia
$868K +$12.7K +125 +1%
SFG
1052
Summit Financial Group
West Virginia
$862K – – –
NAS
1053
Nicolet Advisory Services
Wisconsin
$862K +$207K +2,032 +32%
PP
1054
Patten & Patten
Tennessee
$861K – – –
FCCM
1055
First City Capital Management
Georgia
$859K -$79.6K -786 -8%
WA
1056
WP Advisors
California
$856K +$12K +119 +1%
FLPIM
1057
F.L. Putnam Investment Management
Massachusetts
$855K -$79.7K -787 -9%
FTDI
1058
First Trust Direct Indexing
Massachusetts
$852K -$197K -1,951 -19%
NHT
1059
New Hampshire Trust
New Hampshire
$849K +$849K +8,390 New
CCA
1060
Cravens & Co Advisors
Tennessee
$849K +$849K +8,387 New
EI
1061
EDMP Inc
Florida
$848K – – –
MWM
1062
Mission Wealth Management
California
$847K +$64.3K +635 +8%
GP
1063
Girard Partners
Pennsylvania
$847K +$186K +1,833 +28%
FNBOSM
1064
First National Bank of South Miami
Florida
$845K – – –
BS
1065
Bessemer Securities
New York
$838K +$324K +3,200 +63%
Nomura Holdings
1066
Nomura Holdings
Japan
$837K -$39.5M -391,593 -98%
PIMG
1067
Patriot Investment Management Group
Tennessee
$837K +$104 +1 +0%
CCM
1068
Chilton Capital Management
Texas
$835K -$10.1K -100 -1%
CFO
1069
CVA Family Office
Colorado
$834K -$17.7K -175 -2%
BP
1070
Ballentine Partners
Massachusetts
$832K +$64.7K +639 +8%
KWS
1071
Keystone Wealth Services
California
$826K +$405 +4 +0%
SC
1072
Steph & Co
Wisconsin
$826K +$62.7K +620 +8%
LGG
1073
Luts & Greenleigh Group
Maryland
$824K +$824K +8,142 New
RCA
1074
Ranch Capital Advisors
Florida
$824K +$20.6K +204 +3%
AOWM
1075
Alpha Omega Wealth Management
Virginia
$822K -$506 -5 -0.1%
41 42
43
44 45