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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 %
GW
1376
GW & Wade
Massachusetts
$464K -$16K -165 -3%
ACI
1377
Alpha Cubed Investments
California
$463K -$681 -7 -0.1%
CWM
1378
Chesapeake Wealth Management
Virginia
$463K +$2.43K +25 +0.5%
DFG
1379
Delta Financial Group
New Jersey
$462K -$3.99K -41 -0.9%
VWA
1380
V Wealth Advisors
Kansas
$462K +$3.79K +39 +0.8%
CCA
1381
Cobblestone Capital Advisors
New York
$461K +$83.4K +857 +22%
KF
1382
Krilogy Financial
Missouri
$461K +$11.5K +118 +3%
AP
1383
Atwood & Palmer
Missouri
$461K -$32.1K -330 -7%
CC
1384
Courier Capital
New York
$460K -$194 -2 -0%
TIA
1385
Traphagen Investment Advisors
New Jersey
$459K +$972 +10 +0.2%
SFG
1386
Sovereign Financial Group
Connecticut
$458K +$973 +10 +0.2%
EA
1387
Eudaimonia Advisors
Tennessee
$457K -$7.1K -73 -2%
KTC
1388
Kistler-Tiffany Companies
Pennsylvania
$456K – – –
FAB
1389
First American Bank
Illinois
$456K +$456K +4,688 New
EFG
1390
Everhart Financial Group
Ohio
$455K +$167K +1,717 +58%
WWM
1391
Western Wealth Management
Colorado
$455K -$192K -1,972 -30%
CAL
1392
Capital Advisors Ltd
Ohio
$454K -$71.8K -738 -14%
CG
1393
Clarus Group
Texas
$454K -$32.7K -336 -7%
APC
1394
Aspire Private Capital
North Carolina
$453K +$175K +1,801 +63%
WQ
1395
Wealth Quarterback
New Jersey
$453K +$2.24K +23 +0.5%
PCM
1396
Parsons Capital Management
Rhode Island
$453K -$5.06K -52 -1%
CA
1397
Clearstead Advisors
Ohio
$453K +$99.5K +1,023 +28%
GA
1398
GraniteShares Advisors
New York
$452K +$452K +4,650 New
LJAC
1399
L.J. Altfest & Co
New York
$450K – – –
RCWM
1400
Royal Capital Wealth Management
Indiana
$450K +$18.3K +188 +4%
54 55
56
57 58