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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
WOC
1351
West Oak Capital
California
$423K +$1.41K +15 +0.3%
LF
1352
Lantz Financial
Illinois
$422K +$53.6K +570 +15%
Balyasny Asset Management
1353
Balyasny Asset Management
Illinois
$422K +$422K +4,492 New
PFA
1354
Pure Financial Advisors
California
$420K +$13.3K +142 +3%
CCG
1355
Ceeto Capital Group
Florida
$418K – – –
VWA
1356
Visionary Wealth Advisors
Illinois
$417K +$12.9K +137 +3%
TFA
1357
Toth Financial Advisory
Virginia
$416K -$6.85K -73 -2%
WFMPM
1358
Woodley Farra Manion Portfolio Management
Indiana
$416K -$1.41K -15 -0.3%
TBA
1359
Tower Bridge Advisors
Pennsylvania
$416K -$204K -2,174 -33%
BBNA
1360
Bremer Bank National Association
Minnesota
$414K -$87.5K -931 -17%
FNFDCM
1361
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$414K – – –
OFW
1362
Omnia Family Wealth
Florida
$414K +$95 +1 +0%
RSWM
1363
Robertson Stephens Wealth Management
California
$414K +$20.5K +216 +5%
MCC
1364
Money Concepts Capital
Florida
$413K +$413K +4,395 New
PIA
1365
Pinion Investment Advisors
Kansas
$412K -$3.95K -42 -0.9%
FANJ
1366
Financial Architects (New Jersey)
New Jersey
$409K -$37.7K -401 -8%
MCM
1367
McKinley Capital Management
Alaska
$409K +$409K +4,358 New
AF
1368
Arrow Financial
New York
$408K -$42.2K -450 -9%
WFM
1369
Wolff Financial Management
Michigan
$408K -$16.4K -175 -4%
GCM
1370
Graham Capital Management
Connecticut
$408K +$408K +4,351 New
MPI
1371
Mairs & Power Inc
Minnesota
$406K -$37.6K -400 -8%
HTHT
1372
Hemenway Trust Hemenway Trust
New Hampshire
$404K – – –
TC
1373
Toews Corporation
New Jersey
$404K +$404K +4,300 New
RWA
1374
Ropes Wealth Advisors
Massachusetts
$402K -$144K -1,536 -26%
GCP
1375
GSA Capital Partners
United Kingdom
$401K -$872K -9,280 -68%
53 54
55
56 57