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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 %
FPWM
1401
FSB Premier Wealth Management
Iowa
$450K +$136K +1,399 +43%
WP
1402
Westmount Partners
California
$449K +$126K +1,293 +39%
DP
1403
Dearborn Partners
Illinois
$449K – – –
ESB
1404
Essex Savings Bank
Connecticut
$448K -$14.2K -146 -3%
OFW
1405
Omnia Family Wealth
Florida
$446K +$9.95K +101 +2%
HT
1406
Heritage Trust
Oklahoma
$445K +$70.1K +721 +19%
CTA
1407
Chesley Taft & Associates
Illinois
$444K +$58.4K +600 +15%
EDRIA
1408
Edmonds Duncan Registered Investment Advisors
Kansas
$443K – – –
MA
1409
MBA Advisors
Pennsylvania
$442K – – –
SWM
1410
Salvus Wealth Management
New Jersey
$442K +$9.34K +96 +2%
NGA
1411
Naples Global Advisors
Florida
$442K – – –
FANJ
1412
Financial Architects (New Jersey)
New Jersey
$441K -$1.46K -15 -0.3%
GIM
1413
Greylin Investment Management
Virginia
$440K +$9.73K +100 +2%
WFM
1414
Wolff Financial Management
Michigan
$440K – – –
WPA
1415
Winning Points Advisors
Florida
$439K – – –
CWS
1416
Cypress Wealth Services
California
$439K +$26K +267 +6%
WFG
1417
Wills Financial Group
Virginia
$438K – – –
BCM
1418
Becker Capital Management
Oregon
$438K +$104K +1,060 +31%
CL
1419
CSS LLC
Illinois
$438K +$48.6K +500 +13%
CF
1420
Corrigan Financial
Rhode Island
$437K -$2.14K -22 -0.5%
FW
1421
FirstPurpose Wealth
Utah
$436K +$4.47K +46 +1%
WFMPM
1422
Woodley Farra Manion Portfolio Management
Indiana
$434K -$1.97K -20 -0.5%
CCG
1423
Ceeto Capital Group
Florida
$433K – – –
PAG
1424
Powers Advisory Group
Illinois
$430K -$1.75K -18 -0.4%
PTC
1425
Petrus Trust Company
Texas
$430K +$430K +4,417 New
55 56
57
58 59