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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 %
DAM
1251
Diamant Asset Management
Connecticut
$588K – – –
CIA
1252
Cohen Investment Advisors
New Hampshire
$588K +$37K +380 +7%
V
1253
VeraBank
Texas
$588K -$34K -350 -5%
SCM
1254
Schnieders Capital Management
California
$587K -$2.14K -22 -0.4%
PCS
1255
Personal CFO Solutions
New Jersey
$585K +$49.7K +511 +9%
TWP
1256
Tempus Wealth Planning
California
$585K -$15.4K -158 -3%
NMIMC
1257
Northwestern Mutual Investment Management Company
Wisconsin
$584K +$1.75K +18 +0.3%
LAM
1258
Lakewood Asset Management
Illinois
$582K +$32.8K +337 +6%
FAM
1259
Formidable Asset Management
Ohio
$582K -$11.4K -117 -2%
BFG
1260
Bouchey Financial Group
New York
$582K +$680 +7 +0.1%
WCM
1261
Whitener Capital Management
North Carolina
$581K +$12.2K +125 +2%
GSC
1262
Grey Street Capital
Illinois
$579K +$579K +5,954 New
FCA
1263
Fortis Capital Advisors
Kansas
$579K -$42.9K -441 -7%
FIBT
1264
First International Bank & Trust
North Dakota
$577K +$9.14K +94 +2%
FIB
1265
First Interstate Bank
Montana
$576K -$12.3K -126 -2%
AMBIA
1266
Allen Mooney & Barnes Investment Advisors
Georgia
$574K -$28.3K -291 -5%
PWP
1267
Phillips Wealth Planners
Mississippi
$573K -$8.64K -87 -1%
Capstone Investment Advisors
1268
Capstone Investment Advisors
New York
$573K +$572K +5,886 +294,300%
VCWA
1269
Vanguard Capital Wealth Advisors
Colorado
$572K -$292 -3 -0.1%
PFS
1270
Physicians Financial Services
North Carolina
$572K +$6.8K +70 +1%
IP
1271
Ignite Planners
California
$570K +$13.9K +141 +2%
CWA
1272
Centennial Wealth Advisory
Michigan
$568K +$71.5K +735 +14%
EP
1273
Eudaimonia Partners
Tennessee
$568K -$49.2K -506 -8%
PTC
1274
Philadelphia Trust Company
Pennsylvania
$567K -$18.5K -190 -3%
9WM
1275
9258 Wealth Management
Ohio
$567K +$162K +1,668 +40%
49 50
51
52 53