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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 %
WA
1151
Wealth Architects
California
$638K +$67.7K +720 +12%
DAM
1152
Delta Asset Management
Tennessee
$636K -$7.61K -81 -1%
LPIC
1153
LeJeune Puetz Investment Counsel
Michigan
$636K – – –
PAI
1154
Pittenger & Anderson Inc
Nebraska
$634K – – –
EIP
1155
Ellis Investment Partners
Pennsylvania
$634K +$2.91K +31 +0.5%
Skandinaviska Enskilda Banken (SEB)
1156
Skandinaviska Enskilda Banken (SEB)
Sweden
$632K – – –
PCM
1157
Pointe Capital Management
Michigan
$632K +$90.5K +964 +17%
MAM
1158
Madison Asset Management
Wisconsin
$630K – – –
MYLI
1159
Meiji Yasuda Life Insurance
Japan
$629K -$300K -3,196 -32%
DOA
1160
D'Orazio & Associates
Virginia
$629K +$2.25K +24 +0.4%
BDWM
1161
Brewin Dolphin Wealth Management
Ireland
$627K – – –
NG
1162
Northstar Group
New York
$623K -$229K -2,437 -27%
FIA
1163
Foundations Investment Advisors
Arizona
$621K +$8.04K +79 +1%
WA
1164
Wambolt & Associates
Colorado
$620K +$1.55K +16 +0.3%
HWAM
1165
Hennion & Walsh Asset Management
New Jersey
$616K -$60.2K -641 -9%
HW
1166
Hancock Whitney
Mississippi
$616K -$36.7K -390 -6%
XT
1167
XTX Topco
Cayman Islands
$616K +$616K +6,553 New
CAL
1168
Capital Analysts LLC
Pennsylvania
$615K -$50K -532 -8%
VCWA
1169
Vanguard Capital Wealth Advisors
Colorado
$615K -$26.8K -286 -4%
AMBIA
1170
Allen Mooney & Barnes Investment Advisors
Georgia
$614K +$614K +6,537 New
FMLI
1171
Fukoku Mutual Life Insurance
Japan
$612K – – –
APWM
1172
Atlas Private Wealth Management
New York
$610K -$939 -10 -0.2%
LA
1173
LVW Advisors
New York
$610K +$564 +6 +0.1%
RMDI
1174
R.M. Davis Inc
Maine
$610K +$38.1K +406 +7%
MWM
1175
Marion Wealth Management
Pennsylvania
$608K +$3.76K +40 +0.6%
45 46
47
48 49