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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 %
BPCA
1176
Bank Pictet & Cie (Asia)
Singapore
$665K – – –
DAM
1177
Delta Asset Management
Tennessee
$664K – – –
TF
1178
Tompkins Financial
New York
$663K +$25.5K +275 +4%
OSNBOA
1179
Old Second National Bank of Aurora
Illinois
$661K -$2.13K -23 -0.3%
WT
1180
Washington Trust
Rhode Island
$660K +$926 +10 +0.1%
EGA
1181
E&G Advisors
Texas
$658K -$8.33K -90 -1%
CAL
1182
Capital Analysts LLC
Pennsylvania
$658K +$18.9K +204 +3%
FRM
1183
Fox Run Management
Connecticut
$658K +$658K +7,102 New
OBWG
1184
Onyx Bridge Wealth Group
New York
$657K +$127K +1,368 +24%
ACP
1185
Aviance Capital Partners
Florida
$655K +$7.96K +86 +1%
MUMSS
1186
Mitsubishi UFJ Morgan Stanley Securities
Japan
$654K +$654K +7,060 New
JIC
1187
Joel Isaacson & Co
New York
$653K – – –
TAM
1188
Taurus Asset Management
New York
$652K -$1.39K -15 -0.2%
NCM
1189
Next Capital Management
New York
$652K -$633K -6,836 -49%
TCMP
1190
Thrive Capital Management (Pennsylvania)
Pennsylvania
$650K -$8.8K -95 -1%
TGAM
1191
TBH Global Asset Management
Tennessee
$649K -$1.85K -20 -0.3%
VCP
1192
Verus Capital Partners
Arizona
$648K +$170K +1,840 +36%
WSC
1193
Wellington Shields & Co
New York
$648K – – –
APA
1194
Astoria Portfolio Advisors
New York
$647K -$111K -1,234 -15%
QPBE
1195
Quintet Private Bank (Europe)
Luxembourg
$647K -$368K -3,975 -36%
PIA
1196
Pinion Investment Advisors
Kansas
$646K +$33.3K +360 +5%
FWTB
1197
First Western Trust Bank
Colorado
$646K -$1.2K -13 -0.2%
FPWM
1198
FSB Premier Wealth Management
Iowa
$646K +$160K +1,733 +33%
TCM
1199
Tanaka Capital Management
New York
$646K – – –
WA
1200
Wambolt & Associates
Colorado
$646K +$75.7K +828 +13%
46 47
48
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