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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 %
NMIMC
1226
Northwestern Mutual Investment Management Company
Wisconsin
$606K +$2.63K +26 +0.4%
BFG
1227
Bouchey Financial Group
New York
$606K +$1.11K +11 +0.2%
PWLP
1228
Prio Wealth Limited Partnership
Massachusetts
$603K – – –
SAS
1229
Stelac Advisory Services
New York
$603K +$15.8K +156 +3%
LSA
1230
Lion Street Advisors
Texas
$602K -$5.58K -59 -0.9%
WDG
1231
Wealth Dimensions Group
Ohio
$600K +$112K +1,108 +23%
SSWM
1232
Sheets Smith Wealth Management
North Carolina
$599K -$36K -356 -6%
SFG
1233
SevenBridge Financial Group
Pennsylvania
$599K -$42K -415 -7%
VCWA
1234
Vanguard Capital Wealth Advisors
Colorado
$596K -$5.87K -58 -1%
GWA
1235
Gibson Wealth Advisors
Texas
$595K +$586K +6,200 +6,200%
EWA
1236
EverSource Wealth Advisors
Alabama
$594K -$44.3K -438 -7%
BWM
1237
Buckley Wealth Management
Nevada
$594K -$288K -2,848 -33%
PWMAG
1238
Pinnacle Wealth Management Advisory Group
New Jersey
$594K +$152K +1,506 +35%
WCM
1239
Whitener Capital Management
North Carolina
$592K +$6.07K +60 +1%
CI
1240
CX Institutional
Indiana
$592K +$313K +3,096 +113%
FIBT
1241
First International Bank & Trust
North Dakota
$591K +$8.81K +87 +2%
PIA
1242
Pinion Investment Advisors
Kansas
$590K -$85.4K -843 -13%
PFS
1243
Physicians Financial Services
North Carolina
$589K -$14.5K -143 -2%
TCM
1244
Traynor Capital Management
Pennsylvania
$588K -$911 -9 -0.2%
IP
1245
Ignite Planners
California
$587K +$48.7K +468 +9%
MCC
1246
Money Concepts Capital
Florida
$586K +$448K +4,429 +324%
PFA
1247
Pathway Financial Advisors
Vermont
$585K – – –
ACM
1248
Armbruster Capital Management
New York
$583K – – –
MWM
1249
Mattern Wealth Management
Kansas
$578K -$2.83K -28 -0.5%
CM
1250
Capula Management
Cayman Islands
$577K +$577K +5,699 New
48 49
50
51 52