PM icon

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 %
WAP
1076
Wealthcare Advisory Partners
Pennsylvania
$743K +$29.5K +314 +4%
FTDI
1077
First Trust Direct Indexing
Massachusetts
$741K +$234K +2,492 +46%
WWM
1078
Western Wealth Management
Colorado
$741K +$289K +3,080 +64%
CCMW
1079
Cypress Capital Management (Wyoming)
Wyoming
$733K – – –
FG
1080
Fiduciary Group
Georgia
$732K -$20.7K -200 -3%
OC
1081
Oakworth Capital
Alabama
$730K +$69.6K +741 +11%
IA
1082
IFG Advisors
Missouri
$728K +$4.7K +50 +0.6%
OSNBOA
1083
Old Second National Bank of Aurora
Illinois
$727K +$21.6K +230 +3%
WB
1084
West Bancorporation
Iowa
$726K -$4.79K -51 -0.7%
BFA
1085
BMS Financial Advisors
South Dakota
$726K +$27.4K +292 +4%
FC
1086
FORA Capital
Florida
$726K +$726K +7,730 New
PP
1087
Patten & Patten
Tennessee
$725K – – –
WDC
1088
Woodward Diversified Capital
California
$724K +$58.6K +624 +9%
BPCA
1089
Bank Pictet & Cie (Asia)
Singapore
$723K – – –
MPM
1090
Meritage Portfolio Management
Kansas
$720K -$2.03M -21,567 -74%
BDF
1091
Balasa Dinverno & Foltz
$712K +$103K +1,100 +17%
MHIC
1092
Marble Harbor Investment Counsel
Massachusetts
$709K -$28.2K -300 -4%
DWM
1093
Drive Wealth Management
Utah
$705K +$162K +1,707 +30%
PJSIMP
1094
P.J. Schmidt Investment Management (PJS)
Wisconsin
$699K -$9.89K -99 -1%
Verition Fund Management
1095
Verition Fund Management
Connecticut
$698K -$2.22M -23,609 -76%
TC
1096
Titleist Capital
Texas
$698K +$170K +1,805 +32%
CWM
1097
Chemistry Wealth Management
New York
$698K +$698K +7,433 New
WT
1098
Washington Trust
Rhode Island
$697K -$2.35K -25 -0.3%
EI
1099
EDMP Inc
Florida
$696K +$696K +7,413 New
AT
1100
American Trust
Kentucky
$695K -$74.7K -795 -10%
42 43
44
45 46