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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 %
BFC
1276
Bedel Financial Consulting
Indiana
$549K – – –
SF
1277
Summit Financial
New Jersey
$548K -$162K -1,601 -23%
FMP
1278
Financial Management Professionals
Texas
$548K +$36K +356 +7%
CSI
1279
Cross Staff Investments
New York
$547K +$202 +2 +0%
BHIA
1280
Birch Hill Investment Advisors
Massachusetts
$547K – – –
KCM
1281
Kornitzer Capital Management
Kansas
$546K +$2.02K +20 +0.4%
KIA
1282
KLR Investment Advisors
Rhode Island
$546K +$546K +5,326 New
IBOK
1283
Independence Bank of Kentucky
Kentucky
$545K -$30.4K -300 -5%
CFFP
1284
Center for Financial Planning
Michigan
$544K – – –
AWE
1285
Avidian Wealth Enterprises
Texas
$544K +$124K +1,222 +29%
RFG
1286
RFP Financial Group
Georgia
$542K +$542K +5,360 New
AT
1287
Arden Trust
Delaware
$541K +$2.53K +25 +0.5%
AIM
1288
Avity Investment Management
Connecticut
$538K – – –
ESBC
1289
E.S. Barr & Co
Kentucky
$538K – – –
AF
1290
Arrow Financial
New York
$537K +$96.9K +958 +22%
SWA
1291
SFMG Wealth Advisors
Texas
$533K – – –
ZIC
1292
ZWJ Investment Counsel
Georgia
$532K +$40.5K +400 +8%
AWM
1293
Accurate Wealth Management
Florida
$532K -$25.3K -248 -5%
LF
1294
Lantz Financial
Illinois
$530K +$12.7K +125 +2%
PCP
1295
Proficio Capital Partners
Massachusetts
$530K -$25.7K -254 -5%
CFD
1296
Creative Financial Designs
Indiana
$528K -$22.1K -218 -4%
BW
1297
Bison Wealth
Georgia
$528K -$228K -2,199 -30%
BC
1298
Blackhill Capital
New Jersey
$526K – – –
GWANC
1299
Guardian Wealth Advisors (North Carolina)
North Carolina
$524K – – –
SCM
1300
SOL Capital Management
Maryland
$523K – – –
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