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Philip Morris

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
1326
KLR Investment Advisors
Rhode Island
$534K +$28.8K +302 +6%
TIM
1327
Total Investment Management
Arizona
$531K +$94 +1 +0%
SCM
1328
Schnieders Capital Management
California
$530K -$37.6K -400 -7%
AWAU
1329
Alliance Wealth Advisors (Utah)
Utah
$530K -$77.2K -820 -13%
SWA
1330
Sax Wealth Advisors
New Jersey
$530K -$78.1K -830 -13%
CWG
1331
Cornerstone Wealth Group
North Carolina
$529K -$3.57M -37,941 -87%
DWA
1332
Delap Wealth Advisory
Oregon
$527K +$527K +5,606 New
CAL
1333
Capital Advisors Ltd
Ohio
$527K +$5.18K +55 +1%
PFSC
1334
Peoples Financial Services Corp
Pennsylvania
$526K
KCM
1335
Kathmere Capital Management
Pennsylvania
$526K -$177K -1,879 -25%
TIA
1336
Traphagen Investment Advisors
New Jersey
$526K -$16.7K -177 -3%
AI
1337
Accredited Investors
Minnesota
$525K +$94 +1 +0%
OCBCO
1338
Oversea-Chinese Banking Corp (OCBC)
Singapore
$524K -$435K -4,624 -45%
VCWA
1339
Vanguard Capital Wealth Advisors
Colorado
$523K -$37.4K -398 -7%
JCM
1340
Jag Capital Management
Missouri
$522K +$11.7K +124 +2%
PWP
1341
Phillips Wealth Planners
Mississippi
$522K -$11.2K -120 -2%
TCMP
1342
Thrive Capital Management (Pennsylvania)
Pennsylvania
$521K -$139K -1,482 -21%
GIS
1343
Grayhawk Investment Strategies
Alberta, Canada
$518K +$518K +5,510 New
SFA
1344
Souders Financial Advisors
Ohio
$518K -$5.36K -57 -1%
GWSG
1345
GPS Wealth Strategies Group
Colorado
$518K -$14.9K -158 -3%
TNBTD
1346
Trustmark National Bank Trust Department
Mississippi
$516K
UAML
1347
US Asset Management LLC
Pennsylvania
$514K +$514K +5,465 New
BFC
1348
Bedel Financial Consulting
Indiana
$511K
LF
1349
Lantz Financial
Illinois
$510K +$3.11K +33 +0.6%
SIA
1350
Soltis Investment Advisors
Utah
$510K -$35.9K -382 -7%