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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
RMC
1376
Resources Management Corp
Connecticut
$460K – – –
NGA
1377
Naples Global Advisors
Florida
$460K -$716 -7 -0.2%
CWM
1378
Congress Wealth Management
Massachusetts
$459K -$32.6K -322 -7%
WFM
1379
Wolff Financial Management
Michigan
$458K – – –
QC
1380
Quent Capital
New York
$457K +$149K +1,473 +48%
CF
1381
Corrigan Financial
Rhode Island
$457K -$5.77K -57 -1%
WPA
1382
Winning Points Advisors
Florida
$456K – – –
WFG
1383
Wills Financial Group
Virginia
$456K -$21.8K -215 -5%
OFW
1384
Omnia Family Wealth
Florida
$454K +$7.99K +78 +2%
WFMPM
1385
Woodley Farra Manion Portfolio Management
Indiana
$453K – – –
DWT
1386
Dorsey & Whitney Trust
South Dakota
$453K +$24.7K +244 +6%
SWM
1387
Salvus Wealth Management
New Jersey
$450K +$3.34K +33 +0.7%
RWA
1388
Ropes Wealth Advisors
Massachusetts
$450K +$37.8K +373 +9%
FW
1389
FirstPurpose Wealth
Utah
$450K +$25.9K +256 +6%
PAG
1390
Powers Advisory Group
Illinois
$449K +$3.95K +39 +0.9%
RCWM
1391
Royal Capital Wealth Management
Indiana
$449K -$411K -4,060 -48%
NAM
1392
NorthCrest Asset Manangement
Minnesota
$448K -$1.38M -13,600 -75%
GIM
1393
Greylin Investment Management
Virginia
$448K -$20.2K -200 -4%
LFA
1394
LGT Financial Advisors
Texas
$445K +$445K +4,400 New
CCG
1395
Ceeto Capital Group
Florida
$445K – – –
BWM
1396
BNC Wealth Management
Oregon
$445K +$3.04K +30 +0.7%
OHWP
1397
Oak Harbor Wealth Partners
North Carolina
$444K +$1.62K +16 +0.4%
GJIA
1398
Glass Jacobson Investment Advisors
Maryland
$443K +$443K +4,378 New
FCAG
1399
First Capital Advisors Group
New Jersey
$441K -$50.7K -501 -10%
BFM
1400
Boston Financial Management
Massachusetts
$439K +$15.2K +150 +4%
54 55
56
57 58