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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
1251
Financial Management Professionals
Texas
$576K +$21.5K +220 +4%
CWA
1252
Centennial Wealth Advisory
Michigan
$575K +$4.1K +42 +0.7%
PFA
1253
Pure Financial Advisors
California
$575K +$14.7K +151 +3%
PFS
1254
Physicians Financial Services
North Carolina
$574K – – –
KIA
1255
KLR Investment Advisors
Rhode Island
$572K +$19.8K +200 +4%
BMCM
1256
Burns Matteson Capital Management
New York
$571K +$571K +5,850 New
9WM
1257
9258 Wealth Management
Ohio
$570K +$879 +9 +0.2%
PTC
1258
Philadelphia Trust Company
Pennsylvania
$569K – – –
SF
1259
Summit Financial
New Jersey
$566K +$1.88K +19 +0.3%
CIA
1260
Cohen Investment Advisors
New Hampshire
$566K -$24.6K -252 -4%
PFA
1261
Pathway Financial Advisors
Vermont
$565K +$195 +2 +0%
PWP
1262
Phillips Wealth Planners
Mississippi
$564K +$1.66K +17 +0.3%
ACM
1263
Armbruster Capital Management
New York
$562K – – –
IPW
1264
Impact Partnership Wealth
Georgia
$562K +$562K +5,759 New
Man Group
1265
Man Group
United Kingdom
$560K +$560K +5,741 New
GPI
1266
General Partner Inc
Pennsylvania
$560K – – –
AWAG
1267
ARS Wealth Advisors Group
Florida
$560K -$449K -4,596 -45%
CTA
1268
Colonial Trust Advisors
South Carolina
$559K +$4.88K +50 +0.9%
OBWG
1269
Onyx Bridge Wealth Group
New York
$559K +$80.7K +827 +17%
JC
1270
JB Capital
Connecticut
$559K +$3.91K +40 +0.7%
PWMAG
1271
Pinnacle Wealth Management Advisory Group
New Jersey
$558K +$26.4K +270 +5%
MWM
1272
Mattern Wealth Management
Kansas
$557K – – –
CA
1273
Cornerstone Advisory
Maryland
$556K +$4.98K +51 +0.9%
NP
1274
Nilsine Partners
Colorado
$556K +$41K +420 +8%
MSFS
1275
Main Street Financial Solutions
Pennsylvania
$554K +$13.2K +135 +2%
49 50
51
52 53