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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 %
MA
1401
MKT Advisors
California
$438K +$12.7K +124 +3%
FL
1402
Fort LP
Maryland
$438K -$120K -1,189 -22%
TBA
1403
Tower Bridge Advisors
Pennsylvania
$438K – – –
SFWA
1404
Summit Financial Wealth Advisors
Louisiana
$437K +$60.7K +600 +16%
HTHT
1405
Hemenway Trust Hemenway Trust
New Hampshire
$435K – – –
MPI
1406
Mairs & Power Inc
Minnesota
$434K +$27.3K +270 +7%
BS
1407
Boenning & Scattergood
Pennsylvania
$433K -$299K -3,179 -41%
Bank Julius Baer & Co
1408
Bank Julius Baer & Co
Switzerland
$433K +$4.56K +45 +1%
HFS
1409
Howard Financial Services
Texas
$433K +$18.2K +180 +4%
CA
1410
Carson Advisory
Georgia
$432K +$202 +2 +0%
WW
1411
Westshore Wealth
California
$432K – – –
CWS
1412
Cypress Wealth Services
California
$430K +$18.7K +185 +5%
AI
1413
AXS Investments
New York
$429K -$83.1K -821 -16%
SC
1414
Schulhoff & Co
Ohio
$426K +$304 +3 +0.1%
CG
1415
CFO4Life Group
Texas
$426K +$55.4K +547 +15%
C
1416
CFO4Life
Texas
$426K +$426K +4,204 New
CA
1417
Callahan Advisors
Texas
$425K -$50.6K -500 -11%
LNB
1418
Ledyard National Bank
$424K -$28.9K -286 -6%
LI
1419
Lafayette Investments
Maryland
$424K – – –
MFC
1420
Morris Financial Concepts
South Carolina
$423K – – –
MA
1421
MJP Associates
Connecticut
$423K +$6.27K +62 +2%
9WM
1422
9258 Wealth Management
Ohio
$421K -$18.5K -183 -4%
CAC
1423
Certified Advisory Corp
Florida
$421K -$106K -1,043 -20%
QT
1424
Quantbot Technologies
New York
$420K -$2.9M -28,655 -87%
WP
1425
WealthShield Partners
North Carolina
$420K +$31.3K +305 +8%
55 56
57
58 59