PM icon

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 %
TGAM
1176
TBH Global Asset Management
Tennessee
$677K – – –
BJL
1177
Brighton Jones LLC
Washington
$676K -$235K -2,323 -26%
APA
1178
Astoria Portfolio Advisors
New York
$674K +$61.4K +603 +10%
PWM
1179
Perigon Wealth Management
California
$674K +$116K +1,142 +21%
WWM
1180
Western Wealth Management
Colorado
$673K -$350K -3,456 -34%
CC
1181
Corton Capital
Ontario, Canada
$672K +$83K +820 +14%
TWM
1182
Thrive Wealth Management
Pennsylvania
$670K +$54.9K +542 +9%
GCA
1183
Guardian Capital Advisors
Ontario, Canada
$670K – – –
CAM
1184
Columbia Asset Management
Michigan
$668K -$17.7K -175 -3%
WA
1185
Waverly Advisors
Alabama
$663K +$13K +128 +2%
FMLI
1186
Fukoku Mutual Life Insurance
Japan
$659K – – –
LDFR
1187
Lehman & Derafelo Financial Resources
Pennsylvania
$658K +$658K +6,500 New
AWM
1188
Avior Wealth Management
Nebraska
$658K -$2.23K -22 -0.3%
PMFA
1189
Plante Moran Financial Advisors
Michigan
$656K -$84.4K -834 -11%
WA
1190
Wambolt & Associates
Colorado
$655K +$3.85K +38 +0.6%
PCM
1191
Pointe Capital Management
Michigan
$651K -$26.9K -266 -4%
FCA
1192
Fortis Capital Advisors
Kansas
$647K +$647K +6,394 New
V
1193
VeraBank
Texas
$647K -$202 -2 -0%
MWM
1194
Modera Wealth Management
New Jersey
$646K -$102K -1,003 -14%
DU
1195
Delphia (USA)
Ontario, Canada
$642K +$16.3K +161 +3%
EP
1196
Eudaimonia Partners
Tennessee
$642K -$121K -1,196 -16%
FHA
1197
Flagship Harbor Advisors
Massachusetts
$640K +$3.75K +37 +0.6%
MIM
1198
Marco Investment Management
Georgia
$639K -$7.79K -77 -1%
IAS
1199
Insigneo Advisory Services
Florida
$636K +$636K +6,207 New
SSWM
1200
Smith Salley Wealth Management
North Carolina
$634K -$6.68K -66 -1%
46 47
48
49 50