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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 %
TCM
1276
Traynor Capital Management
Pennsylvania
$565K – – –
GPI
1277
General Partner Inc
Pennsylvania
$564K +$7.86K +80 +1%
PFA
1278
Pathway Financial Advisors
Vermont
$562K – – –
SF
1279
Summit Financial
New Jersey
$561K +$28.5K +290 +5%
ACM
1280
Armbruster Capital Management
New York
$560K – – –
PFA
1281
Pure Financial Advisors
California
$558K +$90.3K +929 +19%
MWM
1282
Mattern Wealth Management
Kansas
$555K – – –
PWMG
1283
Prestige Wealth Management Group
New Jersey
$555K +$512K +5,195 +1,189%
PIA
1284
Pinion Investment Advisors
Kansas
$553K -$13.2K -136 -2%
FMP
1285
Financial Management Professionals
Texas
$553K +$26.2K +269 +5%
JC
1286
JB Capital
Connecticut
$553K +$13.6K +140 +3%
MPI
1287
Mairs & Power Inc
Minnesota
$553K +$135K +1,390 +32%
CTA
1288
Colonial Trust Advisors
South Carolina
$552K -$875 -9 -0.2%
KIA
1289
KLR Investment Advisors
Rhode Island
$550K +$25.4K +258 +5%
EFSCE
1290
Enterprise Financial Services Corp (EFSC)
Missouri
$549K -$4.28K -44 -0.8%
SWP
1291
Summit Wealth Partners
Florida
$549K +$778 +8 +0.1%
CA
1292
Cornerstone Advisory
Maryland
$549K +$203K +2,090 +59%
BWM
1293
Buckley Wealth Management
Nevada
$549K -$22.2K -228 -4%
WDG
1294
Wealth Dimensions Group
Ohio
$549K -$28.2K -290 -5%
LSA
1295
Lion Street Advisors
Texas
$547K -$71.9K -739 -12%
PL
1296
Plancorp LLC
Missouri
$546K -$1.36K -14 -0.2%
UAML
1297
US Asset Management LLC
Pennsylvania
$546K -$2.63K -27 -0.5%
SFA
1298
Souders Financial Advisors
Ohio
$543K -$2.72K -28 -0.5%
ZIC
1299
ZWJ Investment Counsel
Georgia
$543K +$31.7K +326 +6%
EWA
1300
EverSource Wealth Advisors
Alabama
$540K -$31.1K -320 -5%
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