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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 %
SPA
1326
Sherbrooke Park Advisers
New York
$496K +$496K +4,900 New
AT
1327
Arvest Trust
Oklahoma
$496K -$17.1K -169 -3%
HWA
1328
HCR Wealth Advisors
California
$495K +$63.4K +620 +15%
OBWG
1329
Onyx Bridge Wealth Group
New York
$495K +$47.9K +463 +11%
HIS
1330
Horizon Investment Services
Indiana
$493K +$10.1K +100 +2%
CGH
1331
CMG Global Holdings
Texas
$493K +$2.63K +26 +0.5%
DFG
1332
Delta Financial Group
New Jersey
$492K +$492K +4,793 New
RFO
1333
RiverGlades Family Offices
Florida
$492K +$492K +4,860 New
MCM
1334
McKinley Capital Management
Alaska
$491K +$60.7K +600 +14%
AP
1335
Americana Partners
Texas
$490K -$246K -2,428 -33%
SIA
1336
SkyView Investment Advisors
New Jersey
$489K -$50.7K -501 -9%
CHA
1337
Carmichael Hill & Associates
Maryland
$488K -$10.3K -102 -2%
WPC
1338
Wedmont Private Capital
Pennsylvania
$487K -$53K -512 -10%
EFL
1339
ERn Financial LLC
Wisconsin
$487K +$1.32K +13 +0.3%
MKC
1340
M. Kraus & Co
Vermont
$487K +$487K +4,807 New
PFA
1341
Pure Financial Advisors
California
$487K -$3.85K -38 -0.8%
CWM
1342
Curi Wealth Management
North Carolina
$484K +$484K +4,782 New
EA
1343
Eudaimonia Advisors
Tennessee
$483K – – –
LC
1344
Lavaca Capital
Texas
$483K +$120K +1,242 +33%
ACI
1345
Alpha Cubed Investments
California
$482K +$87.3K +863 +22%
ESB
1346
Essex Savings Bank
Connecticut
$481K -$13.2K -130 -3%
ES
1347
ETF Store
Kansas
$481K +$31.5K +308 +7%
PCA
1348
Personal Capital Advisors
California
$481K +$5.26K +52 +1%
SC
1349
SRB Corp
Massachusetts
$479K +$41.5K +410 +9%
CWM
1350
Chesapeake Wealth Management
Virginia
$479K -$3.04K -30 -0.6%
52 53
54
55 56