PM icon

Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
1301
Bedel Financial Consulting
Indiana
$530K +$264K +2,700 +99%
KWM
1302
Kolinsky Wealth Management
New Jersey
$530K +$30.1K +308 +6%
JCM
1303
Jag Capital Management
Missouri
$528K +$1.17K +12 +0.2%
CSI
1304
Cross Staff Investments
New York
$528K +$98 +1 +0%
BHIA
1305
Birch Hill Investment Advisors
Massachusetts
$527K – – –
LF
1306
Lantz Financial
Illinois
$526K +$3.03K +31 +0.6%
APC
1307
Aspire Private Capital
North Carolina
$526K +$71K +727 +16%
CFFP
1308
Center for Financial Planning
Michigan
$525K – – –
SWA
1309
Stratos Wealth Advisors
Ohio
$525K +$2.54K +26 +0.5%
GWANC
1310
Guardian Wealth Advisors (North Carolina)
North Carolina
$524K +$30.8K +311 +6%
RFG
1311
RFP Financial Group
Georgia
$523K +$505K +5,172 +2,737%
KCM
1312
Kornitzer Capital Management
Kansas
$523K -$3.81K -39 -0.7%
TA
1313
Tiedemann Advisors
New York
$522K +$119K +1,206 +30%
AIM
1314
Achmea Investment Management
Netherlands
$521K +$138K +1,419 +36%
ESBC
1315
E.S. Barr & Co
Kentucky
$519K – – –
FPAS
1316
Focus Partners Advisor Solutions
Missouri
$516K -$293K -3,001 -36%
SWA
1317
SFMG Wealth Advisors
Texas
$514K – – –
FTC
1318
Farmers Trust Company
Ohio
$513K -$18.5K -189 -3%
FPWM
1319
FSB Premier Wealth Management
Iowa
$512K +$60.4K +619 +13%
CGA
1320
Crescent Grove Advisors
Illinois
$510K +$3.66K +37 +0.7%
AC
1321
Allstate Corporation
Illinois
$508K +$2.15K +22 +0.4%
ES
1322
ETF Store
Kansas
$508K +$36.9K +375 +8%
BSB
1323
Bangor Savings Bank
Maine
$508K -$100K -1,025 -16%
BC
1324
Blackhill Capital
New Jersey
$508K – – –
AT
1325
Arden Trust
Delaware
$507K -$9.48K -97 -2%
51 52
53
54 55