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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 %
WHRC
1351
W.H. Reaves & Co
New Jersey
$486K – – –
PSCM
1352
Per Stirling Capital Management
Texas
$485K – – –
IMOV
1353
Investment Management of Virginia
Virginia
$485K – – –
CHA
1354
Carmichael Hill & Associates
Maryland
$485K +$15.4K +158 +3%
HIS
1355
Horizon Investment Services
Indiana
$483K +$8.85K +91 +2%
SSWM
1356
Sheets Smith Wealth Management
North Carolina
$480K -$95.8K -985 -17%
HWA
1357
HCR Wealth Advisors
California
$480K +$3.64K +37 +0.8%
EFL
1358
ERn Financial LLC
Wisconsin
$479K +$11.3K +116 +2%
PVH
1359
Psagot Value Holdings
Israel
$479K +$192K +2,000 +67%
EI
1360
EDMP Inc
Florida
$477K -$337K -3,470 -41%
OBWG
1361
Onyx Bridge Wealth Group
New York
$477K +$11.5K +118 +2%
TBNY
1362
Trustco Bank (New York)
New York
$477K – – –
JF
1363
JSF Financial
California
$476K +$476K +4,899 New
FBA
1364
Front Barnett Associates
Illinois
$476K -$14.6K -150 -3%
HGWM
1365
Horst & Graben Wealth Management
Oregon
$475K -$9.43K -97 -2%
CGH
1366
CMG Global Holdings
Texas
$475K +$973 +10 +0.2%
ES
1367
ETF Store
Kansas
$473K +$8.69K +88 +2%
AT
1368
Arvest Trust
Oklahoma
$473K -$3.7K -38 -0.8%
AP
1369
Americana Partners
Texas
$471K – – –
SIA
1370
SkyView Investment Advisors
New Jersey
$470K -$195 -2 -0%
EDRH
1371
Edmond de Rothschild Holding
Switzerland
$468K +$93.7K +963 +25%
MKC
1372
M. Kraus & Co
Vermont
$467K – – –
TWA
1373
TCI Wealth Advisors
Arizona
$467K +$74K +761 +19%
AWM
1374
Absher Wealth Management
North Carolina
$467K +$204K +2,102 +78%
GI
1375
Gradient Investments
Minnesota
$467K -$12.1K -124 -3%
53 54
55
56 57