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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1376
Western Wealth Management
Colorado
$449K +$5.93K +64 +1%
GIP
1377
Greatmark Investment Partners
Georgia
$448K +$133K +1,435 +42%
SSWM
1378
Sheets Smith Wealth Management
North Carolina
$448K +$1.11K +12 +0.2%
FTWA
1379
Fifth Third Wealth Advisors
Ohio
$446K +$446K +4,819 New
LSV Asset Management
1380
LSV Asset Management
Illinois
$444K – – –
EFL
1381
ERn Financial LLC
Wisconsin
$444K -$9.81K -106 -2%
MS
1382
Madden Securities
Texas
$443K – – –
TWA
1383
TCI Wealth Advisors
Arizona
$443K +$555 +6 +0.1%
CT
1384
Coastline Trust
Rhode Island
$442K -$37K -400 -8%
CFG
1385
Compton Financial Group
Maryland
$441K – – –
VA
1386
Valmark Advisers
Ohio
$440K -$2.78K -30 -0.6%
MPI
1387
Mairs & Power Inc
Minnesota
$439K -$25.3K -273 -5%
AP
1388
Atwood & Palmer
Missouri
$439K – – –
LJAC
1389
L.J. Altfest & Co
New York
$438K -$925 -10 -0.2%
GSEP
1390
Golden State Equity Partners
California
$436K -$6.02K -65 -1%
AWM
1391
Absher Wealth Management
North Carolina
$436K -$8.15K -88 -2%
WQ
1392
Wealth Quarterback
New Jersey
$436K +$1.94K +21 +0.4%
MCM
1393
Manchester Capital Management
Vermont
$435K +$8.33K +90 +2%
RIA
1394
Regal Investment Advisors
Michigan
$433K +$27.8K +300 +7%
CG
1395
Clarus Group
Texas
$433K -$77.5K -837 -15%
CCA
1396
Cobblestone Capital Advisors
New York
$432K -$2.22K -24 -0.5%
CG
1397
CFO4Life Group
Texas
$431K +$5.74K +62 +1%
CC
1398
Corton Capital
Ontario, Canada
$430K +$430K +4,641 New
WP
1399
Westmount Partners
California
$429K +$1.3K +14 +0.3%
NGA
1400
Naples Global Advisors
Florida
$429K -$11.7K -125 -3%
54 55
56
57 58