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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 %
PA
1201
Parkside Advisors
California
$642K -$58.8K -605 -8%
WA
1202
Wealth Architects
California
$637K +$29.1K +299 +5%
WA
1203
Wambolt & Associates
Colorado
$635K +$1.57K +16 +0.2%
PC
1204
Permit Capital
Pennsylvania
$635K -$70.5K -725 -10%
AWAU
1205
Alliance Wealth Advisors (Utah)
Utah
$634K +$35.3K +363 +6%
FMLI
1206
Fukoku Mutual Life Insurance
Japan
$633K – – –
BEI
1207
Benjamin Edwards Inc
Missouri
$633K +$287K +2,953 +83%
PMFA
1208
Plante Moran Financial Advisors
Michigan
$631K +$292 +3 +0%
BP
1209
Ballentine Partners
Massachusetts
$630K -$170K -1,743 -21%
FFG
1210
Frisch Financial Group
New York
$628K +$27.4K +282 +5%
DCM
1211
Dupont Capital Management
Delaware
$626K -$1.47M -15,103 -70%
DWT
1212
Dorsey & Whitney Trust
South Dakota
$625K +$190K +1,953 +44%
CAM
1213
Columbia Asset Management
Michigan
$625K -$17K -175 -3%
MWM
1214
Modera Wealth Management
New Jersey
$625K +$3.79K +39 +0.6%
FFP
1215
FourThought Financial Partners
Florida
$624K -$54.8K -564 -8%
CCMW
1216
Cypress Capital Management (Wyoming)
Wyoming
$622K -$68.1K -700 -10%
PWLP
1217
Prio Wealth Limited Partnership
Massachusetts
$620K +$40.3K +414 +7%
GWM
1218
GSB Wealth Management
Connecticut
$615K -$72.6K -747 -11%
MM
1219
MQS Management
New York
$615K +$615K +6,325 New
ACM
1220
Allred Capital Management
Texas
$613K +$5.74K +59 +0.9%
LA
1221
LVW Advisors
New York
$612K -$108K -1,112 -15%
MYIA
1222
Mount Yale Investment Advisors
Colorado
$611K +$611K +6,287 New
PI
1223
PFG Investments
New York
$611K +$611K +6,283 New
ALAM
1224
Asahi Life Asset Management
Japan
$610K +$235K +2,415 +63%
HCM
1225
Howland Capital Management
Massachusetts
$608K – – –
47 48
49
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