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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 %
ACIM
1226
Azimuth Capital Investment Management
Michigan
$608K – – –
SSWM
1227
Smith Salley Wealth Management
North Carolina
$606K -$3.4K -35 -0.6%
AC
1228
ASB Consultores
Florida
$606K +$210K +2,158 +53%
BSB
1229
Bangor Savings Bank
Maine
$605K -$3.02K -31 -0.5%
PA
1230
PFG Advisors
Arizona
$605K +$152K +1,567 +34%
MIM
1231
Marco Investment Management
Georgia
$604K -$9.73K -100 -2%
BMA
1232
Brooks Moore & Associates
Tennessee
$604K +$338K +3,469 +127%
IAIM
1233
International Assets Investment Management
Florida
$603K -$1.4M -14,391 -70%
CC
1234
Corton Capital
Ontario, Canada
$602K -$42.9K -441 -7%
CWM
1235
Calamos Wealth Management
Illinois
$602K +$253K +2,602 +73%
TFA
1236
Tranquilli Financial Advisor
New Jersey
$601K +$7K +72 +1%
PFSC
1237
Peoples Financial Services Corp
Pennsylvania
$600K -$52.3K -538 -8%
KIA
1238
KCM Investment Advisors
California
$600K -$955K -9,825 -61%
CB
1239
Centennial Bank
Arkansas
$597K – – –
PWM
1240
Perigon Wealth Management
California
$597K -$51.3K -528 -8%
GWSG
1241
GPS Wealth Strategies Group
Colorado
$596K +$596K +6,126 New
NIM
1242
Northeast Investment Management
Massachusetts
$595K – – –
SSA
1243
Schonfeld Strategic Advisors
New York
$595K -$2.61M -26,872 -81%
SAS
1244
Stelac Advisory Services
New York
$594K +$14.1K +145 +2%
SSW
1245
Smith Shellnut Wilson
Mississippi
$594K – – –
LSV Asset Management
1246
LSV Asset Management
Illinois
$593K – – –
TIM
1247
Total Investment Management
Arizona
$592K +$2.04K +21 +0.3%
CWM
1248
Circle Wealth Management
New Jersey
$592K – – –
ISL
1249
Ingalls & Snyder LLC
New York
$590K -$97.2K -1,000 -14%
SL
1250
Sentry LLC
Tennessee
$589K +$589K +6,061 New
48 49
50
51 52