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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 %
MSFS
1301
Main Street Financial Solutions
Pennsylvania
$539K +$89.6K +921 +20%
AC
1302
Abbrea Capital
California
$539K – – –
B
1303
Bellecapital
Switzerland
$534K – – –
SIA
1304
Soltis Investment Advisors
Utah
$531K +$2.04K +21 +0.4%
AI
1305
Accredited Investors
Minnesota
$530K -$2.82K -29 -0.5%
PWMAG
1306
Pinnacle Wealth Management Advisory Group
New Jersey
$530K -$40.8K -420 -7%
FTC
1307
Farmers Trust Company
Ohio
$529K -$12.2K -125 -2%
BW
1308
Bison Wealth
Georgia
$526K +$43.1K +453 +9%
CWG
1309
Cornerstone Wealth Group
North Carolina
$526K -$4.38K -45 -0.8%
CSI
1310
Cross Staff Investments
New York
$526K +$97 +1 +0%
AWE
1311
Avidian Wealth Enterprises
Texas
$526K +$3.11K +32 +0.6%
JCM
1312
Jag Capital Management
Missouri
$525K +$131K +1,342 +33%
BHIA
1313
Birch Hill Investment Advisors
Massachusetts
$525K – – –
KCM
1314
Kornitzer Capital Management
Kansas
$525K – – –
CFFP
1315
Center for Financial Planning
Michigan
$523K – – –
LF
1316
Lantz Financial
Illinois
$521K +$12K +123 +2%
CWM
1317
Congress Wealth Management
Massachusetts
$521K +$79.5K +817 +18%
LA
1318
Latitude Advisors
Florida
$521K +$41.2K +424 +9%
LFA
1319
Legacy Financial Advisors
Kentucky
$521K -$15.8K -162 -3%
SWA
1320
Stratos Wealth Advisors
Ohio
$520K -$135K -1,386 -21%
AIM
1321
Avity Investment Management
Connecticut
$517K – – –
DU
1322
Delphia (USA)
Ontario, Canada
$517K -$100K -1,029 -16%
ESBC
1323
E.S. Barr & Co
Kentucky
$517K – – –
AT
1324
Arden Trust
Delaware
$514K -$5.74K -59 -1%
NP
1325
Nilsine Partners
Colorado
$513K +$513K +5,274 New
51 52
53
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