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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 %
ACIM
1251
Azimuth Capital Investment Management
Michigan
$569K -$10.1K -109 -2%
CB
1252
Centennial Bank
Arkansas
$568K – – –
GCA
1253
Guardian Capital Advisors
Ontario, Canada
$568K – – –
MAP
1254
Managed Asset Portfolios
Michigan
$567K +$567K +6,128 New
NIM
1255
Northeast Investment Management
Massachusetts
$567K – – –
FDDB
1256
Fidelity D&D Bancorp
Pennsylvania
$566K +$566K +6,118 New
SSW
1257
Smith Shellnut Wilson
Mississippi
$565K – – –
CRI
1258
Colonial River Investments
Virginia
$564K -$107K -1,155 -16%
RWA
1259
Ropes Wealth Advisors
Massachusetts
$564K +$131K +1,412 +30%
DAM
1260
Diamant Asset Management
Connecticut
$560K – – –
FC
1261
FORA Capital
Florida
$559K +$559K +6,043 New
NMIMC
1262
Northwestern Mutual Investment Management Company
Wisconsin
$559K +$370 +4 +0.1%
SCM
1263
Schnieders Capital Management
California
$559K – – –
PVH
1264
Psagot Value Holdings
Israel
$558K +$93K +1,000 +20%
LAM
1265
Lakewood Asset Management
Illinois
$557K +$648 +7 +0.1%
SL
1266
Sentry LLC
Tennessee
$556K -$4.63K -50 -0.8%
HTHT
1267
Hemenway Trust Hemenway Trust
New Hampshire
$554K +$87.5K +945 +19%
V
1268
VeraBank
Texas
$554K – – –
VCWA
1269
Vanguard Capital Wealth Advisors
Colorado
$551K +$3.33K +36 +0.6%
PL
1270
Plancorp LLC
Missouri
$550K +$41.3K +446 +8%
TCM
1271
Traynor Capital Management
Pennsylvania
$550K -$833 -9 -0.2%
PMFA
1272
Plante Moran Financial Advisors
Michigan
$549K -$51.6K -557 -9%
BHWM
1273
Bar Harbor Wealth Management
New Hampshire
$549K -$46.3K -500 -8%
FAM
1274
Formidable Asset Management
Ohio
$549K – – –
CA
1275
Cornerstone Advisory
Maryland
$548K +$20.4K +220 +4%
49 50
51
52 53