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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 %
FCFC
1076
First Commonwealth Financial Corp
Pennsylvania
$822K +$185K +1,825 +29%
SJL
1077
Shayne & Jacobs LLC
Tennessee
$820K -$29.5K -291 -3%
SMC
1078
Smith, Moore & Co
Missouri
$818K +$78.8K +779 +11%
GL
1079
Graypoint LLC
New York
$811K -$20.7K -205 -2%
LWM
1080
Laidlaw Wealth Management
New York
$811K -$1.82K -18 -0.2%
LAM
1081
L2 Asset Management
Massachusetts
$809K +$44K +435 +6%
MPM
1082
Meritage Portfolio Management
Kansas
$808K +$27.9K +276 +4%
MSCM
1083
McElhenny Sheffield Capital Management
Texas
$806K -$4.66K -46 -0.6%
CAL
1084
Capital Analysts LLC
Pennsylvania
$806K +$92.5K +913 +13%
MHIC
1085
Marble Harbor Investment Counsel
Massachusetts
$804K +$121K +1,200 +18%
CA
1086
Claro Advisors
Massachusetts
$802K +$140K +1,388 +21%
KCM
1087
Kathmere Capital Management
Pennsylvania
$800K +$273K +2,701 +52%
MIM
1088
Morningstar Investment Management
Illinois
$799K +$799K +7,899 New
PCG
1089
Prosperity Consulting Group
Maryland
$797K -$1.22K -12 -0.2%
FMII
1090
Farmers & Merchants Investments Inc
Nebraska
$795K -$138K -1,359 -15%
IC
1091
Inscription Capital
Texas
$793K -$182K -1,795 -19%
CWM
1092
Chemistry Wealth Management
New York
$791K +$4.05K +40 +0.5%
TCM
1093
True Capital Management
California
$791K +$791K +7,815 New
OC
1094
Oakworth Capital
Alabama
$791K +$6.98K +69 +0.9%
PT
1095
Plimoth Trust
Massachusetts
$789K -$4.05K -40 -0.5%
BFA
1096
Bill Few Associates
Pennsylvania
$788K -$7.89K -78 -1%
PCMN
1097
Paradigm Capital Management (Nevada)
Nevada
$788K +$73.4K +725 +10%
APWM
1098
Atlas Private Wealth Management
New York
$785K +$120K +1,184 +18%
IA
1099
IFG Advisors
Missouri
$785K – – –
NB
1100
Nicolet Bankshares
Wisconsin
$784K – – –
42 43
44
45 46