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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 %
PA
1126
Parkside Advisors
California
$738K +$738K +7,202 New
OSNBOA
1127
Old Second National Bank of Aurora
Illinois
$736K -$40.5K -400 -5%
VNA
1128
Valley National Advisers
Pennsylvania
$736K +$612 +6 +0.1%
WDC
1129
Woodward Diversified Capital
California
$735K -$35.9K -355 -5%
VT
1130
Vise Technologies
New York
$735K +$150K +1,486 +26%
LMKC
1131
L.M. Kohn & Company
Ohio
$735K +$7.89K +78 +1%
PC
1132
Permit Capital
Pennsylvania
$734K +$48.1K +475 +7%
NFG
1133
Nations Financial Group
Iowa
$734K +$34.2K +338 +5%
TIMH
1134
Tilt Investment Management Holdings
New York
$731K +$731K +7,140 New
TF
1135
Tompkins Financial
New York
$729K – – –
KFSC
1136
Keystone Financial Services (Colorado)
Colorado
$729K +$22.4K +215 +3%
BPCA
1137
Bank Pictet & Cie (Asia)
Singapore
$727K +$88.2K +871 +14%
JAFL
1138
Jay A. Fishman Ltd
Michigan
$727K – – –
PCIA
1139
Prime Capital Investment Advisors
Kansas
$725K +$238K +2,351 +49%
MLA
1140
My Legacy Advisors
Oregon
$724K +$38.9K +379 +6%
WT
1141
Washington Trust
Rhode Island
$722K -$20.3K -201 -3%
TF
1142
Trek Financial
Arizona
$721K +$156K +1,542 +28%
CCMW
1143
Cypress Capital Management (Wyoming)
Wyoming
$719K – – –
HCP
1144
Hexagon Capital Partners
Arkansas
$718K +$86.4K +854 +14%
RB
1145
Renasant Bank
Mississippi
$717K -$3.34K -33 -0.5%
FWTB
1146
First Western Trust Bank
Colorado
$717K – – –
DOA
1147
D'Orazio & Associates
Virginia
$716K -$103K -1,013 -13%
GWM
1148
GSB Wealth Management
Connecticut
$716K -$734K -7,248 -51%
ISL
1149
Ingalls & Snyder LLC
New York
$716K -$94.6K -934 -12%
CFG
1150
Compton Financial Group
Maryland
$715K – – –
44 45
46
47 48