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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 %
SWA
1326
SFMG Wealth Advisors
Texas
$512K – – –
IBOK
1327
Independence Bank of Kentucky
Kentucky
$512K -$11.7K -120 -2%
CGA
1328
Crescent Grove Advisors
Illinois
$508K -$344K -3,461 -40%
FDDB
1329
Fidelity D&D Bancorp
Pennsylvania
$507K +$507K +5,530 New
NL
1330
NWAM LLC
Washington
$506K -$526K -5,409 -51%
BC
1331
Blackhill Capital
New Jersey
$506K – – –
LC
1332
Lavaca Capital
Texas
$505K +$202 +2 +0%
AC
1333
Allstate Corporation
Illinois
$504K -$5.56M -57,218 -92%
HW
1334
Hancock Whitney
Mississippi
$503K -$31.1K -320 -6%
SCM
1335
SOL Capital Management
Maryland
$503K – – –
DIM
1336
Delta Investment Management
California
$502K +$15.3K +157 +3%
AF
1337
Arrow Financial
New York
$502K -$14.6K -150 -3%
VCP
1338
Verus Capital Partners
Arizona
$500K +$20.2K +208 +4%
FFN
1339
Focus Financial Network
Minnesota
$500K -$35.3K -358 -7%
CT
1340
Coastline Trust
Rhode Island
$498K – – –
TT
1341
TI-Trust
Illinois
$498K – – –
UF
1342
Univest Financial
Pennsylvania
$497K +$119K +1,221 +31%
MS
1343
Madden Securities
Texas
$497K -$972 -10 -0.2%
KWM
1344
Kolinsky Wealth Management
New Jersey
$497K +$50.7K +522 +11%
DLA
1345
Douglas Lane & Associates
New York
$492K +$2.14K +22 +0.4%
HA
1346
Herold Advisors
New York
$491K +$10K +103 +2%
GWANC
1347
Guardian Wealth Advisors (North Carolina)
North Carolina
$491K -$12.3K -125 -2%
HTHT
1348
Hemenway Trust Hemenway Trust
New Hampshire
$490K +$72.2K +742 +17%
SIG
1349
Sargent Investment Group
Maryland
$490K +$6.46K +66 +1%
SS
1350
Sunbelt Securities
Texas
$488K +$193K +1,996 +65%
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