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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 %
AWA
1301
Amplius Wealth Advisors
Pennsylvania
$464K +$83.3K +887 +22%
FAIM
1302
Financial Advocates Investment Management
Washington
$463K -$113K -1,201 -20%
FMP
1303
Financial Management Professionals
Texas
$463K +$16.2K +173 +4%
American Century Companies
1304
American Century Companies
Missouri
$463K +$121K +1,296 +36%
WDG
1305
Wealth Dimensions Group
Ohio
$459K +$8.36K +89 +2%
FRA
1306
Frank Rimerman Advisors
California
$459K – – –
CT
1307
Coastline Trust
Rhode Island
$458K -$285K -3,035 -38%
BCAM
1308
Boston Common Asset Management
Massachusetts
$457K -$57K -606 -11%
RFO
1309
RiverGlades Family Offices
Florida
$457K – – –
PWMG
1310
Prestige Wealth Management Group
New Jersey
$456K +$417K +4,444 +1,073%
RFM
1311
Royal Fund Management
Florida
$455K +$46.2K +492 +11%
FFN
1312
Focus Financial Network
Minnesota
$453K -$872K -9,171 -66%
IMOV
1313
Investment Management of Virginia
Virginia
$453K -$46.9K -500 -9%
GIM
1314
Greylin Investment Management
Virginia
$453K – – –
CTA
1315
Colonial Trust Advisors
South Carolina
$451K +$24.3K +259 +6%
HGWM
1316
Horst & Graben Wealth Management
Oregon
$450K +$5.35K +57 +1%
CF
1317
Corrigan Financial
Rhode Island
$450K +$47K +500 +12%
HIS
1318
Horizon Investment Services
Indiana
$447K +$20.1K +214 +5%
PCA
1319
Personal Capital Advisors
California
$446K -$564 -6 -0.1%
5L
1320
55I LLC
Massachusetts
$446K +$53.6K +569 +14%
EFL
1321
ERn Financial LLC
Wisconsin
$445K -$111K -1,183 -20%
MA
1322
MBA Advisors
Pennsylvania
$442K -$85.7K -911 -16%
GC
1323
Gratus Capital
Georgia
$441K +$188 +2 +0%
PRC
1324
Pearl River Capital
Michigan
$438K +$438K +4,666 New
JSW
1325
Journey Strategic Wealth
New Jersey
$437K -$12.8K -136 -3%
51 52
53
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