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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 %
WDC
1151
Woodward Diversified Capital
California
$711K +$4.28K +44 +0.6%
LPIC
1152
LeJeune Puetz Investment Counsel
Michigan
$709K +$50.6K +520 +8%
OSNBOA
1153
Old Second National Bank of Aurora
Illinois
$707K -$681 -7 -0.1%
BHWM
1154
Bar Harbor Wealth Management
New Hampshire
$706K -$30.7K -316 -4%
WCAMG
1155
Woodard & Company Asset Management Group
North Carolina
$704K -$43.1K -443 -6%
NFG
1156
Nations Financial Group
Iowa
$704K -$778 -8 -0.1%
TWM
1157
Thrive Wealth Management
Pennsylvania
$701K +$57.2K +588 +9%
EGA
1158
E&G Advisors
Texas
$700K +$29.2K +300 +4%
CFG
1159
Compton Financial Group
Maryland
$700K +$12.9K +133 +2%
Loomis, Sayles & Company
1160
Loomis, Sayles & Company
Massachusetts
$699K -$187K -1,928 -21%
BPCA
1161
Bank Pictet & Cie (Asia)
Singapore
$699K – – –
JAFL
1162
Jay A. Fishman Ltd
Michigan
$699K – – –
DAM
1163
Delta Asset Management
Tennessee
$697K +$18K +185 +3%
CAI
1164
Capital Advisors Inc
Oklahoma
$695K -$15.8K -162 -2%
WT
1165
Washington Trust
Rhode Island
$692K -$1.46K -15 -0.2%
MLA
1166
My Legacy Advisors
Oregon
$692K -$2.96K -30 -0.4%
IAS
1167
Insigneo Advisory Services
Florida
$689K +$78K +792 +13%
FWTB
1168
First Western Trust Bank
Colorado
$689K – – –
MF
1169
Magnetar Financial
Illinois
$688K +$688K +7,075 New
TAM
1170
Taurus Asset Management
New York
$686K – – –
WPC
1171
Wedmont Private Capital
Pennsylvania
$686K +$222K +2,255 +48%
KFSC
1172
Keystone Financial Services (Colorado)
Colorado
$684K +$4.57K +47 +0.7%
LCWP
1173
Legacy Capital Wealth Partners
Arkansas
$684K +$684K +7,036 New
BJL
1174
Brighton Jones LLC
Washington
$684K +$34.3K +353 +5%
CAL
1175
Capital Analysts LLC
Pennsylvania
$684K -$89.2K -918 -12%
45 46
47
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