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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 %
BSB
1201
Bangor Savings Bank
Maine
$633K -$32.6K -322 -5%
HCM
1202
Howland Capital Management
Massachusetts
$633K +$123K +1,200 +24%
ACIM
1203
Azimuth Capital Investment Management
Michigan
$633K – – –
WA
1204
Wealth Architects
California
$632K -$16.8K -166 -3%
ACM
1205
Allred Capital Management
Texas
$632K +$1.42K +14 +0.2%
WI
1206
Wintrust Investments
Illinois
$629K -$9.72K -96 -2%
AMBIA
1207
Allen Mooney & Barnes Investment Advisors
Georgia
$627K +$2.53K +25 +0.4%
CM
1208
Capital Management
Virginia
$627K +$627K +6,196 New
FFG
1209
Frisch Financial Group
New York
$625K +$18.9K +187 +3%
TWP
1210
Tempus Wealth Planning
California
$624K – – –
AWAU
1211
Alliance Wealth Advisors (Utah)
Utah
$623K +$623K +6,159 New
CB
1212
Centennial Bank
Arkansas
$621K +$621K +6,139 New
ACP
1213
Aviance Capital Partners
Florida
$621K -$12.6K -124 -2%
NIM
1214
Northeast Investment Management
Massachusetts
$620K – – –
TFA
1215
Tranquilli Financial Advisor
New Jersey
$618K +$144K +1,418 +30%
SSW
1216
Smith Shellnut Wilson
Mississippi
$618K -$25K -247 -4%
LSV Asset Management
1217
LSV Asset Management
Illinois
$617K -$18.6M -184,220 -97%
CWM
1218
Circle Wealth Management
New Jersey
$616K -$2.13K -21 -0.3%
FAM
1219
Formidable Asset Management
Ohio
$616K -$8.61K -85 -1%
TIM
1220
Total Investment Management
Arizona
$614K +$2.43K +24 +0.4%
SCM
1221
Schnieders Capital Management
California
$613K -$50.6K -500 -8%
DAM
1222
Diamant Asset Management
Connecticut
$612K – – –
FIB
1223
First Interstate Bank
Montana
$612K -$21.8K -215 -3%
PTC
1224
Philadelphia Trust Company
Pennsylvania
$610K +$14.3K +141 +2%
PWP
1225
Phillips Wealth Planners
Mississippi
$607K +$607K +5,852 New
47 48
49
50 51