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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCFCSB
1226
Cape Cod Five Cents Savings Bank
Massachusetts
$600K +$291K +3,144 +94%
SWA
1227
Sax Wealth Advisors
New Jersey
$598K -$32.4K -350 -5%
BEI
1228
Benjamin Edwards Inc
Missouri
$598K -$3.05K -33 -0.5%
AWAU
1229
Alliance Wealth Advisors (Utah)
Utah
$598K -$19.8K -214 -3%
PFA
1230
Pure Financial Advisors
California
$597K +$51.8K +560 +10%
HCM
1231
Howland Capital Management
Massachusetts
$596K +$16K +170 +3%
APC
1232
Aspire Private Capital
North Carolina
$594K +$94.9K +1,025 +19%
LA
1233
Lifeworks Advisors
Michigan
$593K -$81.8K -883 -12%
FFP
1234
FourThought Financial Partners
Florida
$591K – – –
GSC
1235
Grey Street Capital
Illinois
$586K +$376 +4 +0.1%
PJSIMP
1236
P.J. Schmidt Investment Management (PJS)
Wisconsin
$586K +$181 +2 +0%
ACM
1237
Allred Capital Management
Texas
$586K +$1.48K +16 +0.3%
KWM
1238
Keebeck Wealth Management
Illinois
$582K -$2.72K -29 -0.5%
ZIC
1239
ZWJ Investment Counsel
Georgia
$582K +$65.1K +703 +13%
FAN
1240
Financial Advisors Network
California
$581K +$581K +6,272 New
SSWM
1241
Smith Salley Wealth Management
North Carolina
$576K -$49.9K -539 -8%
FA
1242
Fiducient Advisors
Illinois
$576K +$576K +6,223 New
BMA
1243
Brooks Moore & Associates
Tennessee
$575K – – –
WA
1244
Wealth Architects
California
$574K +$5.74K +62 +1%
WCM
1245
Whitener Capital Management
North Carolina
$573K +$1.85K +20 +0.3%
LFA
1246
Legacy Financial Advisors
Kentucky
$573K +$47.8K +516 +9%
AT
1247
Arvest Trust
Oklahoma
$573K -$22K -238 -4%
FFG
1248
Frisch Financial Group
New York
$572K -$46.4K -501 -7%
CAM
1249
Columbia Asset Management
Michigan
$572K – – –
CWM
1250
Circle Wealth Management
New Jersey
$571K -$926 -10 -0.2%
48 49
50
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