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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
1176
Sax Wealth Advisors
New Jersey
$665K – – –
NB
1177
Nicolet Bankshares
Wisconsin
$664K -$99.2K -1,016 -13%
CPA
1178
Capital Planning Advisors
California
$662K +$5.66K +58 +0.9%
SSWM
1179
Smith Salley Wealth Management
North Carolina
$660K +$52.2K +535 +9%
EIP
1180
Ellis Investment Partners
Pennsylvania
$658K +$3.03K +31 +0.5%
GGS
1181
Galvin Gaustad & Stein
Arizona
$656K -$27.5K -282 -4%
AAMC
1182
Asset Allocation & Management Company
Illinois
$656K – – –
MAM
1183
Madison Asset Management
Wisconsin
$654K – – –
PA
1184
Parkside Advisors
California
$652K – – –
FFG
1185
Frisch Financial Group
New York
$652K +$22.4K +230 +4%
AWAU
1186
Alliance Wealth Advisors (Utah)
Utah
$651K +$14.4K +148 +2%
PIA
1187
Pinion Investment Advisors
Kansas
$646K +$91K +932 +16%
GM
1188
GeoWealth Management
Illinois
$646K +$552K +5,647 +585%
CWS
1189
Cypress Wealth Services
California
$645K +$199K +2,009 +45%
LSA
1190
Lion Street Advisors
Texas
$642K +$111K +1,170 +21%
AT
1191
Arvest Trust
Oklahoma
$641K +$156K +1,565 +32%
PC
1192
Permit Capital
Pennsylvania
$637K – – –
FMLI
1193
Fukoku Mutual Life Insurance
Japan
$636K – – –
PSFG
1194
Prairie Sky Financial Group
Illinois
$634K +$634K +6,496 New
BEI
1195
Benjamin Edwards Inc
Missouri
$634K -$976 -10 -0.2%
PMFA
1196
Plante Moran Financial Advisors
Michigan
$634K +$293 +3 +0%
BHWM
1197
Bar Harbor Wealth Management
New Hampshire
$628K -$81.5K -835 -11%
PJSIMP
1198
P.J. Schmidt Investment Management (PJS)
Wisconsin
$628K -$19.3K -199 -3%
PA
1199
Prossimo Advisors
California
$624K +$624K +6,389 New
FFP
1200
FourThought Financial Partners
Florida
$623K -$3.32K -34 -0.5%
46 47
48
49 50