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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 %
AGC
1301
Aspen Grove Capital
Colorado
$522K +$522K +5,095 New
TT
1302
TI-Trust
Illinois
$519K – – –
CT
1303
Coastline Trust
Rhode Island
$519K +$25.3K +250 +5%
MS
1304
Madden Securities
Texas
$518K – – –
CWA
1305
Centennial Wealth Advisory
Michigan
$517K +$56.4K +557 +12%
FNFDCM
1306
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$517K +$80.9K +800 +19%
MCM
1307
Manchester Capital Management
Vermont
$516K +$244K +2,409 +90%
AP
1308
Atwood & Palmer
Missouri
$513K – – –
FBA
1309
Front Barnett Associates
Illinois
$511K -$7.59K -75 -1%
DLA
1310
Douglas Lane & Associates
New York
$510K -$21.3K -210 -4%
DIM
1311
Delta Investment Management
California
$506K +$202 +2 +0%
CG
1312
Clarus Group
Texas
$506K +$709 +7 +0.1%
WHRC
1313
W.H. Reaves & Co
New Jersey
$506K – – –
PSCM
1314
Per Stirling Capital Management
Texas
$505K +$505K +4,990 New
VAG
1315
VisionPoint Advisory Group
Texas
$505K +$505K +4,866 New
IMOV
1316
Investment Management of Virginia
Virginia
$504K +$15.9K +157 +3%
HGWM
1317
Horst & Graben Wealth Management
Oregon
$504K +$7.08K +70 +1%
HA
1318
Herold Advisors
New York
$501K +$106K +1,050 +27%
GW
1319
GW & Wade
Massachusetts
$500K -$47.3K -467 -9%
SIG
1320
Sargent Investment Group
Maryland
$500K – – –
VCP
1321
Verus Capital Partners
Arizona
$499K +$23.1K +228 +5%
FPAS
1322
Focus Partners Advisor Solutions
Missouri
$499K -$150K -1,482 -23%
LA
1323
Latitude Advisors
Florida
$499K -$70.5K -697 -12%
GI
1324
Gradient Investments
Minnesota
$498K -$21.5K -212 -4%
TBNY
1325
Trustco Bank (New York)
New York
$496K -$10.1K -100 -2%
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