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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 %
TL
1151
Tradewinds LLC
North Carolina
$714K +$566K +11,050 +383%
TAM
1152
Taurus Asset Management
New York
$714K – – –
WSC
1153
Wellington Shields & Co
New York
$708K – – –
TCM
1154
Tanaka Capital Management
New York
$708K – – –
DAM
1155
Delta Asset Management
Tennessee
$707K +$41.7K +412 +6%
RMDI
1156
R.M. Davis Inc
Maine
$707K -$44.5K -440 -6%
MP
1157
McDonald Partners
Ohio
$707K -$126K -1,247 -15%
FFP
1158
FourThought Financial Partners
Florida
$706K +$706K +6,979 New
1WM
1159
1900 Wealth Management
Texas
$702K -$7.89K -78 -1%
NCM
1160
Next Capital Management
New York
$701K -$1.72K -17 -0.2%
EGA
1161
E&G Advisors
Texas
$698K -$15.2K -150 -2%
SWA
1162
Sax Wealth Advisors
New Jersey
$689K – – –
PJSIMP
1163
P.J. Schmidt Investment Management (PJS)
Wisconsin
$686K -$27.4K -271 -4%
LPIC
1164
LeJeune Puetz Investment Counsel
Michigan
$685K – – –
ICG
1165
InterOcean Capital Group
Tennessee
$685K +$21.2K +209 +3%
AWM
1166
Adams Wealth Management
Utah
$683K +$65.9K +651 +11%
PAI
1167
Pittenger & Anderson Inc
Nebraska
$683K – – –
EIP
1168
Ellis Investment Partners
Pennsylvania
$683K +$3.64K +36 +0.5%
SWA
1169
Stratos Wealth Advisors
Ohio
$682K +$149K +1,475 +28%
AAMC
1170
Asset Allocation & Management Company
Illinois
$680K -$258K -2,551 -28%
FPA
1171
First Pacific Advisors
California
$680K – – –
MAM
1172
Madison Asset Management
Wisconsin
$679K – – –
PFSC
1173
Peoples Financial Services Corp
Pennsylvania
$679K – – –
STAS
1174
Strong Tower Advisory Services
Minnesota
$679K -$5.77K -57 -0.8%
CPA
1175
Capital Planning Advisors
California
$678K -$21.8K -215 -3%
45 46
47
48 49