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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 %
CTA
1376
Chesley Taft & Associates
Illinois
$400K -$12.6K -125 -3%
CA
1377
Carson Advisory
Georgia
$400K +$4.6K +49 +1%
WAL
1378
W Advisors LLC
Tennessee
$398K +$30.1K +320 +8%
MFC
1379
Morris Financial Concepts
South Carolina
$397K – – –
QCM
1380
Quantinno Capital Management
New York
$397K +$397K +4,222 New
FIM
1381
Freedom Investment Management
Connecticut
$397K +$397K +4,231 New
HWA
1382
HCR Wealth Advisors
California
$395K -$1.41K -15 -0.4%
MA
1383
MJP Associates
Connecticut
$394K -$10.9K -116 -3%
SC
1384
Schulhoff & Co
Ohio
$394K +$282 +3 +0.1%
PFWA
1385
Paces Ferry Wealth Advisors
Georgia
$394K +$31.4K +334 +9%
LI
1386
Lafayette Investments
Maryland
$393K – – –
CFS
1387
CRA Financial Services
New Jersey
$392K -$15.5K -165 -4%
GC
1388
Grimes & Company
Massachusetts
$391K -$19.1K -203 -5%
NGA
1389
Naples Global Advisors
Florida
$391K -$18.8K -200 -5%
PWLP
1390
Prio Wealth Limited Partnership
Massachusetts
$391K -$12.2K -130 -3%
BCM
1391
Breiter Capital Management
Florida
$391K +$29.5K +314 +8%
SWA
1392
Sutton Wealth Advisors
Florida
$388K -$20.2K -215 -5%
SSG
1393
Summit Securities Group
New York
$388K -$340K -3,628 -47%
SFWA
1394
Summit Financial Wealth Advisors
Louisiana
$388K – – –
HFS
1395
Howard Financial Services
Texas
$388K +$40.6K +432 +12%
VCG
1396
Vantage Consulting Group
Virginia
$387K -$45.2K -481 -10%
SA
1397
Syntax Advisors
New York
$387K -$45.2K -481 -10%
CAL
1398
Capital Advisors Ltd
Ohio
$387K +$4.32K +46 +1%
CA
1399
Clearstead Advisors
Ohio
$387K +$31.4K +334 +9%
APW
1400
Atlantic Private Wealth
North Carolina
$386K – – –
54 55
56
57 58