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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 %
PCA
1051
Prosperity Capital Advisors
Ohio
$851K +$9.43K +97 +1%
WIC
1052
Woodmont Investment Counsel
Tennessee
$850K -$117K -1,202 -12%
Walleye Trading
1053
Walleye Trading
New York
$847K -$6.31M -64,860 -88%
APWA
1054
Atlas Private Wealth Advisors
New Jersey
$845K -$41.1K -423 -5%
Harris Associates
1055
Harris Associates
Illinois
$842K -$94.1K -968 -10%
EIM
1056
Ervin Investment Management
Washington
$840K -$9.18K -95 -1%
GL
1057
Graypoint LLC
New York
$838K +$58.5K +602 +8%
WP
1058
WealthSource Partners
California
$837K -$4.77K -49 -0.6%
CNBT
1059
Canandaigua National Bank & Trust
New York
$837K +$837K +8,610 New
WLIM
1060
White Lighthouse Investment Management
Massachusetts
$836K – – –
TCM
1061
True Capital Management
California
$834K +$73.9K +760 +10%
WKWM
1062
Walter & Keenan Wealth Management
Indiana
$834K +$292K +3,001 +54%
FNBOSM
1063
First National Bank of South Miami
Florida
$833K +$21.4K +220 +3%
MCCA
1064
Mill Creek Capital Advisors
Pennsylvania
$832K +$556K +5,721 +202%
DS
1065
DRW Securities
Illinois
$832K +$832K +8,557 New
AWM
1066
Accurate Wealth Management
Florida
$831K +$318K +3,222 +62%
SFG
1067
Summit Financial Group
West Virginia
$828K – – –
LWM
1068
Laidlaw Wealth Management
New York
$822K +$43K +442 +6%
FMTC
1069
Farmers & Merchants Trust Company
California
$822K -$42.9K -441 -5%
TF
1070
Trek Financial
Arizona
$822K +$129K +1,327 +19%
BFA
1071
BMS Financial Advisors
South Dakota
$820K +$86.7K +892 +12%
CCA
1072
Cravens & Co Advisors
Tennessee
$819K +$3.21K +33 +0.4%
DWM
1073
Drive Wealth Management
Utah
$819K -$77.6K -787 -9%
SQA
1074
Simon Quick Advisors
New Jersey
$816K +$366K +3,768 +81%
CAAS
1075
Capital Asset Advisory Services
Michigan
$814K -$10.5K -108 -1%
41 42
43
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