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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 %
ACM
1176
Azimuth Capital Management
Michigan
$606K -$18.8K -200 -3%
LSA
1177
Lion Street Advisors
Texas
$606K +$658 +7 +0.1%
BSB
1178
Bangor Savings Bank
Maine
$604K -$2.35K -25 -0.4%
STAS
1179
Strong Tower Advisory Services
Minnesota
$604K +$135K +1,433 +29%
TF
1180
Trek Financial
Arizona
$603K -$14.7K -157 -2%
CAI
1181
Capital Advisors Inc
Oklahoma
$601K -$82.9K -882 -12%
SSWM
1182
Sheets Smith Wealth Management
North Carolina
$599K +$1.41K +15 +0.2%
SSW
1183
Smith Shellnut Wilson
Mississippi
$597K -$34.9K -371 -6%
SFP
1184
Sweet Financial Partners
Minnesota
$597K +$597K +6,353 New
VC
1185
Veracity Capital
Georgia
$596K -$51.5K -548 -8%
FAM
1186
Formidable Asset Management
Ohio
$596K -$21.2K -225 -3%
SMC
1187
Smith, Moore & Co
Missouri
$595K -$33.3K -354 -5%
V
1188
VeraBank
Texas
$595K -$11.7K -125 -2%
MIM
1189
Marco Investment Management
Georgia
$595K -$10.4K -111 -2%
MGAM
1190
McGowan Group Asset Management
Texas
$594K -$4.42K -47 -0.7%
NFG
1191
Nations Financial Group
Iowa
$591K -$11.7K -125 -2%
CWM
1192
Circle Wealth Management
New Jersey
$590K -$43.7K -466 -7%
CA
1193
Claro Advisors
Massachusetts
$587K – – –
MWM
1194
Modera Wealth Management
New Jersey
$585K -$63.6K -677 -10%
SFS
1195
Strategic Financial Services
New York
$582K -$16.7K -178 -3%
ACM
1196
Allred Capital Management
Texas
$582K -$9.29K -99 -2%
GWSG
1197
GPS Wealth Strategies Group
Colorado
$582K +$4.04K +43 +0.7%
GL
1198
Graypoint LLC
New York
$578K -$2.35K -25 -0.4%
AWA
1199
Aaron Wealth Advisors
Illinois
$578K +$578K +54,297 New
IF
1200
Intrua Financial
Texas
$577K -$11.7K -125 -2%
46 47
48
49 50