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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBNLCF
1151
Cognios Beta Neutral Large Cap Fund
Kansas
$700K -$99K -1,069 -12%
CPIG
1152
Chicago Partners Investment Group
Illinois
$698K -$95.6K -1,052 -12%
CST
1153
Charles Schwab Trust
Nevada
$696K +$833 +9 +0.1%
MLA
1154
My Legacy Advisors
Oregon
$695K +$19.6K +216 +3%
STAS
1155
Strong Tower Advisory Services
Minnesota
$694K +$11.7K +126 +2%
KCM
1156
Kathmere Capital Management
Pennsylvania
$691K +$214K +2,315 +45%
HNWAG
1157
High Net Worth Advisory Group
Florida
$691K – – –
NFG
1158
Nations Financial Group
Iowa
$690K +$20K +216 +3%
CWM
1159
Chemistry Wealth Management
New York
$689K -$26.8K -290 -4%
FCFC
1160
First Commonwealth Financial Corp
Pennsylvania
$688K +$18.6K +201 +3%
FFA
1161
Farther Finance Advisors
California
$685K +$29.3K +316 +4%
LMKC
1162
L.M. Kohn & Company
Ohio
$684K +$5.18K +56 +0.8%
HI
1163
Human Investing
Oregon
$682K -$39.3K -424 -5%
CIM
1164
Cambria Investment Management
California
$680K – – –
PA
1165
Probity Advisors
Texas
$677K +$6.3K +68 +0.9%
YAM
1166
Yacktman Asset Management
Texas
$676K – – –
WCAMG
1167
Woodard & Company Asset Management Group
North Carolina
$675K – – –
CAI
1168
Capital Advisors Inc
Oklahoma
$675K -$107K -1,159 -14%
ISL
1169
Ingalls & Snyder LLC
New York
$672K +$82.9K +895 +14%
WA
1170
WP Advisors
California
$671K +$1.3K +14 +0.2%
WI
1171
Wintrust Investments
Illinois
$671K -$13.9K -150 -2%
PT
1172
Plimoth Trust
Massachusetts
$669K -$7.96K -86 -1%
1WM
1173
1900 Wealth Management
Texas
$667K -$35.9K -388 -5%
HAG
1174
HF Advisory Group
Maryland
$667K +$330K +3,471 +98%
Arrowstreet Capital
1175
Arrowstreet Capital
Massachusetts
$666K +$666K +7,196 New
45 46
47
48 49