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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 %
MS
1276
Madden Securities
Texas
$481K -$9.39K -100 -2%
WCM
1277
Whitener Capital Management
North Carolina
$481K +$43.2K +460 +10%
SFA
1278
Souders Financial Advisors
Ohio
$480K -$82.3K -875 -15%
CAC
1279
Certified Advisory Corp
Florida
$479K +$210K +2,240 +78%
PCP
1280
Proficio Capital Partners
Massachusetts
$478K +$84.3K +898 +21%
WBC
1281
Westpac Banking Corp
Australia
$477K – – –
SW
1282
SteelPeak Wealth
California
$476K -$53.5K -570 -10%
SCM
1283
SOL Capital Management
Maryland
$476K -$38K -405 -7%
AP
1284
Atwood & Palmer
Missouri
$476K – – –
WPIC
1285
White Pine Investment Company
Michigan
$476K – – –
VCP
1286
Verus Capital Partners
Arizona
$474K +$474K +4,873 New
IAM
1287
Infusive Asset Management
New York
$473K -$114K -1,213 -19%
TLP
1288
Trinity Legacy Partners
Texas
$470K -$15.9K -169 -3%
SIA
1289
SkyView Investment Advisors
New Jersey
$470K -$1.18K -12 -0.3%
WHRC
1290
W.H. Reaves & Co
New Jersey
$470K – – –
FHA
1291
Flagship Harbor Advisors
Massachusetts
$469K -$38.1K -406 -8%
DIM
1292
Delta Investment Management
California
$469K +$188 +2 +0%
CG
1293
Clarus Group
Texas
$468K +$4.7K +50 +1%
SCM
1294
Spreng Capital Management
Ohio
$467K -$9.38K -100 -2%
DLA
1295
Douglas Lane & Associates
New York
$467K -$6.11K -65 -1%
WA
1296
WBH Advisory
Maryland
$466K -$37.1K -362 -7%
OBWG
1297
Onyx Bridge Wealth Group
New York
$466K -$20.2K -199 -4%
CC
1298
Courier Capital
New York
$465K +$28.3K +301 +6%
KF
1299
Krilogy Financial
Missouri
$465K +$95.4K +1,016 +26%
SIG
1300
Sargent Investment Group
Maryland
$464K +$79.9K +850 +21%
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