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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 %
DOA
1176
D'Orazio & Associates
Virginia
$682K -$3.99K -41 -0.6%
GGS
1177
Galvin Gaustad & Stein
Arizona
$681K -$325K -3,347 -32%
WSC
1178
Wellington Shields & Co
New York
$681K – – –
RMDI
1179
R.M. Davis Inc
Maine
$680K – – –
ACP
1180
Aviance Capital Partners
Florida
$679K +$82.7K +850 +14%
TCM
1181
Tanaka Capital Management
New York
$679K -$1.46K -15 -0.2%
1WM
1182
1900 Wealth Management
Texas
$679K – – –
FHA
1183
Flagship Harbor Advisors
Massachusetts
$678K +$62.4K +642 +10%
STAS
1184
Strong Tower Advisory Services
Minnesota
$675K +$22.7K +233 +3%
HCP
1185
Hexagon Capital Partners
Arkansas
$673K -$16.5K -170 -2%
NCM
1186
Next Capital Management
New York
$673K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
1187
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$671K +$671K +6,900 New
TF
1188
Tompkins Financial
New York
$670K -$31.4K -323 -4%
KWM
1189
Keebeck Wealth Management
Illinois
$663K -$55.5K -563 -8%
SWA
1190
Sax Wealth Advisors
New Jersey
$662K – – –
PJSIMP
1191
P.J. Schmidt Investment Management (PJS)
Wisconsin
$658K -$11.9K -120 -2%
PAI
1192
Pittenger & Anderson Inc
Nebraska
$656K – – –
WI
1193
Wintrust Investments
Illinois
$656K +$51.4K +528 +8%
CPA
1194
Capital Planning Advisors
California
$654K +$1.95K +20 +0.3%
AAMC
1195
Asset Allocation & Management Company
Illinois
$653K – – –
EIP
1196
Ellis Investment Partners
Pennsylvania
$652K -$3.7K -38 -0.6%
GCA
1197
Guardian Capital Advisors
Ontario, Canada
$652K – – –
MAM
1198
Madison Asset Management
Wisconsin
$652K – – –
BIP
1199
Blueprint Investment Partners
North Carolina
$647K -$191K -1,962 -23%
WA
1200
Waverly Advisors
Alabama
$643K +$6.42K +66 +1%
46 47
48
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