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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 %
GC
1251
Gratus Capital
Georgia
$577K +$202 +2 +0%
EFSCE
1252
Enterprise Financial Services Corp (EFSC)
Missouri
$576K -$1.52K -15 -0.3%
CTA
1253
Colonial Trust Advisors
South Carolina
$576K +$8.81K +87 +2%
GCM
1254
Gallacher Capital Management
Colorado
$575K +$575K +5,684 New
CIA
1255
Cohen Investment Advisors
New Hampshire
$574K +$21.1K +208 +4%
GPI
1256
General Partner Inc
Pennsylvania
$573K +$573K +5,659 New
LAM
1257
Lakewood Asset Management
Illinois
$572K +$572K +5,649 New
UAML
1258
US Asset Management LLC
Pennsylvania
$571K +$571K +5,644 New
SWP
1259
Summit Wealth Partners
Florida
$571K +$4.35K +43 +0.8%
PL
1260
Plancorp LLC
Missouri
$570K -$16.1K -159 -3%
SFA
1261
Souders Financial Advisors
Ohio
$568K +$32.3K +319 +6%
WKWM
1262
Walter & Keenan Wealth Management
Indiana
$564K -$4.86K -48 -0.9%
FTC
1263
Farmers Trust Company
Ohio
$563K -$506 -5 -0.1%
BCAM
1264
Boston Common Asset Management
Massachusetts
$562K +$13.4K +132 +2%
JC
1265
JB Capital
Connecticut
$561K +$1.32K +13 +0.2%
AC
1266
Abbrea Capital
California
$561K – – –
CCA
1267
Childress Capital Advisors
Texas
$558K -$72.3K -714 -11%
LFA
1268
Legacy Financial Advisors
Kentucky
$558K +$134K +1,324 +32%
PCS
1269
Personal CFO Solutions
New Jersey
$558K +$120K +1,181 +27%
FFN
1270
Focus Financial Network
Minnesota
$556K +$38K +371 +7%
HW
1271
Hancock Whitney
Mississippi
$556K -$39.6K -392 -7%
B
1272
Bellecapital
Switzerland
$556K – – –
AI
1273
Accredited Investors
Minnesota
$555K -$7.29K -72 -1%
CWG
1274
Cornerstone Wealth Group
North Carolina
$552K +$7.79K +77 +1%
SIA
1275
Soltis Investment Advisors
Utah
$551K +$551K +5,443 New
49 50
51
52 53