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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
1226
Arden Trust
Delaware
$541K +$66.8K +711 +14%
IBOK
1227
Independence Bank of Kentucky
Kentucky
$541K +$132K +1,408 +32%
MWM
1228
Mattern Wealth Management
Kansas
$539K – – –
IA
1229
IAM Advisory
Pennsylvania
$539K +$198K +2,107 +58%
PFS
1230
Physicians Financial Services
North Carolina
$538K -$4.61K -49 -0.8%
AC
1231
Abbrea Capital
California
$538K – – –
GW
1232
GW & Wade
Massachusetts
$538K +$11.7K +124 +2%
WKWM
1233
Walter & Keenan Wealth Management
Indiana
$536K +$1.13K +12 +0.2%
CWM
1234
Congress Wealth Management
Massachusetts
$534K -$29K -309 -5%
CAMG
1235
CWA Asset Management Group
Florida
$534K +$51.6K +549 +11%
EA
1236
Eudaimonia Advisors
Tennessee
$532K -$2.54K -27 -0.5%
UAML
1237
US Asset Management LLC
Pennsylvania
$529K +$2.44K +26 +0.5%
H
1238
HoyleCohen
California
$527K -$61.6K -656 -10%
CGH
1239
CMG Global Holdings
Texas
$526K +$94 +1 +0%
TSS
1240
Two Sigma Securities
New York
$525K +$200K +2,131 +62%
SWP
1241
Summit Wealth Partners
Florida
$524K +$752 +8 +0.1%
FBA
1242
Front Barnett Associates
Illinois
$524K -$32.9K -350 -6%
ECM
1243
Evergreen Capital Management
Washington
$523K +$93.5K +995 +22%
BFC
1244
Bedel Financial Consulting
Indiana
$522K -$2.91K -31 -0.6%
GI
1245
Gradient Investments
Minnesota
$521K +$42.7K +455 +9%
MA
1246
MKT Advisors
California
$519K +$17.4K +174 +3%
PL
1247
Plancorp LLC
Missouri
$515K -$13.3K -141 -3%
EFSCE
1248
Enterprise Financial Services Corp (EFSC)
Missouri
$512K +$32.4K +345 +7%
SWA
1249
SFMG Wealth Advisors
Texas
$511K -$6.39K -68 -1%
B
1250
Bellecapital
Switzerland
$511K +$4.88K +52 +1%
48 49
50
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