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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 %
CIA
1251
Cohen Investment Advisors
New Hampshire
$510K +$5.54K +59 +1%
CF
1252
Centaurus Financial
California
$508K -$16.9K -180 -3%
AI
1253
Accredited Investors
Minnesota
$508K +$7.61K +81 +2%
BHIA
1254
Birch Hill Investment Advisors
Massachusetts
$507K +$56.3K +600 +13%
WEG
1255
World Equity Group
Illinois
$507K +$507K +5,394 New
KA
1256
Kovack Advisors
Florida
$502K +$206K +2,200 +70%
ESB
1257
Essex Savings Bank
Connecticut
$500K – – –
CFO
1258
CVA Family Office
Colorado
$498K +$72.3K +770 +17%
CWG
1259
Cornerstone Wealth Group
North Carolina
$497K -$9.76K -104 -2%
PTC
1260
Philadelphia Trust Company
Pennsylvania
$497K – – –
WA
1261
Waverly Advisors
Alabama
$497K +$2.72K +29 +0.6%
RCI
1262
RS Crum Inc
California
$496K -$19.4K -207 -4%
BWP
1263
Baldwin Wealth Partners
Massachusetts
$495K – – –
WFG
1264
Wills Financial Group
Virginia
$493K -$153K -1,634 -24%
GCM
1265
Gibraltar Capital Management
Oklahoma
$493K -$25.7K -274 -5%
KTC
1266
Kistler-Tiffany Companies
Pennsylvania
$493K -$19.6K -208 -4%
BFPW
1267
BOK Financial Private Wealth
Colorado
$493K +$167K +1,777 +51%
TAIM
1268
TD Ameritrade Investment Management
Nebraska
$492K +$3.57K +38 +0.7%
TBNY
1269
Trustco Bank (New York)
New York
$491K – – –
BC
1270
Blackhill Capital
New Jersey
$488K – – –
CCA
1271
Childress Capital Advisors
Texas
$488K +$29.4K +314 +6%
CIAS
1272
Capital Investment Advisory Services
North Carolina
$486K +$34.7K +369 +8%
BHTS
1273
Bar Harbor Trust Services
Maine
$485K – – –
ZIC
1274
ZWJ Investment Counsel
Georgia
$482K – – –
TT
1275
TI-Trust
Illinois
$481K -$222K -2,368 -32%
49 50
51
52 53