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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 %
MBT
1126
Montecito Bank & Trust
California
$750K – – –
IW
1127
Imprint Wealth
South Carolina
$748K +$748K +7,597 New
PCM
1128
Pointe Capital Management
Michigan
$744K +$118K +1,217 +19%
MIM
1129
Morningstar Investment Management
Illinois
$744K -$24.2K -249 -3%
TCMP
1130
Thrive Capital Management (Pennsylvania)
Pennsylvania
$743K +$27.1K +281 +4%
SB
1131
Strategic Blueprint
Georgia
$743K +$33.6K +345 +5%
PCG
1132
Prosperity Consulting Group
Maryland
$743K -$22.9K -235 -3%
FCFC
1133
First Commonwealth Financial Corp
Pennsylvania
$742K -$48.3K -497 -6%
CIAS
1134
Capital Investment Advisory Services
North Carolina
$740K – – –
MP
1135
McDonald Partners
Ohio
$739K +$59.9K +616 +9%
WWM
1136
Wagner Wealth Management
South Carolina
$738K -$170K -1,744 -19%
HBT
1137
Hills Bank & Trust
Iowa
$738K -$194 -2 -0%
CSPIA
1138
Cary Street Partners Investment Advisory
Virginia
$735K -$13.7K -141 -2%
APA
1139
Astoria Portfolio Advisors
New York
$728K +$82.3K +844 +13%
JIC
1140
Joel Isaacson & Co
New York
$726K -$3.89K -40 -0.5%
CST
1141
Charles Schwab Trust
Nevada
$724K -$145K -1,491 -17%
OHWA
1142
Oak Hill Wealth Advisors
Virginia
$724K – – –
HNWAG
1143
High Net Worth Advisory Group
Florida
$722K – – –
PCP
1144
Proficio Capital Partners
Massachusetts
$721K +$213K +2,186 +42%
RB
1145
Renasant Bank
Mississippi
$719K +$29.9K +307 +4%
VNA
1146
Valley National Advisers
Pennsylvania
$718K +$8.95K +91 +1%
PT
1147
Plimoth Trust
Massachusetts
$717K -$41.3K -425 -5%
LMKC
1148
L.M. Kohn & Company
Ohio
$716K +$9.82K +101 +1%
TGAM
1149
TBH Global Asset Management
Tennessee
$715K +$64.4K +662 +10%
TCA
1150
Transcend Capital Advisors
New Jersey
$714K -$13K -134 -2%
44 45
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