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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 %
GCP
1101
Garda Capital Partners
Minnesota
$782K +$782K +7,730 New
MBT
1102
Montecito Bank & Trust
California
$781K – – –
TC
1103
Toews Corporation
New Jersey
$779K -$486K -4,800 -38%
CSPIA
1104
Cary Street Partners Investment Advisory
Virginia
$779K -$47.9K -473 -6%
AB
1105
Atlas Brown
Kentucky
$778K -$267K -2,641 -26%
WCAMG
1106
Woodard & Company Asset Management Group
North Carolina
$778K +$45.5K +450 +6%
PA
1107
Probity Advisors
Texas
$776K -$8.81K -87 -1%
SSG
1108
Summit Securities Group
New York
$776K -$93.3K -922 -11%
CIAS
1109
Capital Investment Advisory Services
North Carolina
$770K +$265K +2,614 +52%
AMC
1110
Asset Management Corp
Illinois
$769K -$110K -1,091 -13%
HBT
1111
Hills Bank & Trust
Iowa
$768K -$291K -2,874 -27%
BHWM
1112
Bar Harbor Wealth Management
New Hampshire
$767K -$3.54K -35 -0.5%
BFA
1113
BMS Financial Advisors
South Dakota
$764K +$9.11K +90 +1%
JIC
1114
Joel Isaacson & Co
New York
$760K – – –
TCA
1115
Transcend Capital Advisors
New Jersey
$757K -$77K -761 -9%
OHWA
1116
Oak Hill Wealth Advisors
Virginia
$753K +$753K +7,440 New
HNWAG
1117
High Net Worth Advisory Group
Florida
$752K – – –
CPIG
1118
Chicago Partners Investment Group
Illinois
$751K -$82.4K -806 -10%
TCMP
1119
Thrive Capital Management (Pennsylvania)
Pennsylvania
$750K +$80.2K +792 +12%
LA
1120
LVW Advisors
New York
$749K +$128K +1,260 +21%
KWM
1121
Keebeck Wealth Management
Illinois
$747K +$6.56K +64 +0.9%
MGAM
1122
McGowan Group Asset Management
Texas
$741K +$102K +1,004 +16%
CF
1123
Centaurus Financial
California
$741K -$542K -5,354 -42%
CAI
1124
Capital Advisors Inc
Oklahoma
$740K +$79.5K +786 +12%
SB
1125
Strategic Blueprint
Georgia
$738K +$388K +3,836 +111%
43 44
45
46 47