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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 %
GP
1076
Girard Partners
Pennsylvania
$812K -$1.65K -17 -0.2%
MWM
1077
Mission Wealth Management
California
$812K -$2.72K -28 -0.3%
RBC
1078
Romano Brothers & Co
Illinois
$810K +$350K +3,603 +76%
FSA
1079
Franklin Street Advisors
North Carolina
$810K -$59.1K -608 -7%
FPAS
1080
Focus Partners Advisor Solutions
Missouri
$806K +$326K +3,356 +68%
RCA
1081
Ranch Capital Advisors
Florida
$806K +$13.9K +143 +2%
RAG
1082
RIA Advisory Group
Iowa
$805K +$805K +8,280 New
BS
1083
Bessemer Securities
New York
$805K – – –
Fisher Asset Management
1084
Fisher Asset Management
Washington
$800K -$207K -2,130 -21%
MG
1085
Mather Group
Illinois
$799K -$92.4K -950 -10%
SC
1086
Steph & Co
Wisconsin
$798K +$4.38K +45 +0.6%
QCM
1087
Qsemble Capital Management
New York
$797K +$797K +8,200 New
KWS
1088
Keystone Wealth Services
California
$796K +$2.63K +27 +0.3%
RWPA
1089
Richard W. Paul & Associates
Michigan
$796K -$244K -2,510 -23%
AOWM
1090
Alpha Omega Wealth Management
Virginia
$794K +$4.28K +44 +0.5%
KCM
1091
Kathmere Capital Management
Pennsylvania
$793K +$23.8K +245 +3%
KCM
1092
Kanawha Capital Management
Virginia
$792K -$41.6K -428 -5%
LGG
1093
Luts & Greenleigh Group
Maryland
$792K +$194 +2 +0%
Nomura Holdings
1094
Nomura Holdings
Japan
$791K -$15.2K -156 -2%
FMII
1095
Farmers & Merchants Investments Inc
Nebraska
$791K +$26.9K +277 +4%
VWA
1096
Visionary Wealth Advisors
Illinois
$791K +$424K +4,357 +116%
VT
1097
Vise Technologies
New York
$790K +$84.2K +866 +12%
SCM
1098
Stevens Capital Management
Pennsylvania
$789K +$789K +8,115 New
SJL
1099
Shayne & Jacobs LLC
Tennessee
$788K – – –
SMC
1100
Smith, Moore & Co
Missouri
$785K -$584 -6 -0.1%
42 43
44
45 46