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 %
WW
1101
Waterfront Wealth
Kansas
$694K +$293K +2,930 +73%
ESBC
1102
E.S. Barr & Co
Kentucky
$692K – – –
Credit Agricole
1103
Credit Agricole
France
$692K +$638K +6,797 +1,178%
AIM
1104
Avity Investment Management
Connecticut
$688K -$49.2K -523 -7%
PC
1105
Permit Capital
Pennsylvania
$688K – – –
KIA
1106
KCM Investment Advisors
California
$686K +$13.9K +148 +2%
CFG
1107
Cooper Financial Group
California
$686K +$67.9K +722 +11%
PP
1108
Paloma Partners
Connecticut
$685K +$115K +1,220 +20%
LMKC
1109
L.M. Kohn & Company
Ohio
$685K +$685K +7,282 New
JIC
1110
Joel Isaacson & Co
New York
$684K – – –
AWM
1111
Absher Wealth Management
North Carolina
$683K -$8.67M -92,239 -93%
KFP
1112
KMG Fiduciary Partners
Ohio
$682K +$682K +7,258 New
EGA
1113
E&G Advisors
Texas
$680K -$182K -1,940 -21%
WCAMG
1114
Woodard & Company Asset Management Group
North Carolina
$680K – – –
AT
1115
Arvest Trust
Oklahoma
$677K -$25K -266 -4%
AWM
1116
Avior Wealth Management
Nebraska
$676K -$52.5K -560 -7%
GCA
1117
Guardian Capital Advisors
Ontario, Canada
$676K -$42.1K -419 -6%
JAFL
1118
Jay A. Fishman Ltd
Michigan
$675K -$9.39K -100 -1%
AMC
1119
Asset Management Corp
Illinois
$674K +$263K +2,798 +64%
RVPG
1120
Relative Value Partners Group
$673K +$673K +7,070 New
PCMN
1121
Paradigm Capital Management (Nevada)
Nevada
$672K +$11.7K +125 +2%
BRWM
1122
B. Riley Wealth Management
Tennessee
$670K +$41.3K +439 +7%
WI
1123
Wintrust Investments
Illinois
$668K -$22.6K -241 -3%
FPA
1124
First Pacific Advisors
California
$668K – – –
TAM
1125
Taurus Asset Management
New York
$665K -$37.6K -400 -5%
43 44
45
46 47