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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
GHAM
1401
Gilman Hill Asset Management
Connecticut
$431K +$29.3K +300 +7%
FCA
1402
Fortis Capital Advisors
Kansas
$431K -$150K -1,536 -26%
PAG
1403
Powers Advisory Group
Illinois
$429K -$2.44K -25 -0.6%
SFG
1404
Steward Financial Group
Texas
$429K +$429K +4,399 New
Empower Advisory Group
1405
Empower Advisory Group
Colorado
$429K +$976 +10 +0.2%
FAB
1406
First American Bank
Illinois
$428K -$29.3K -300 -6%
FCAG
1407
First Capital Advisors Group
New Jersey
$428K +$2.73K +28 +0.6%
RIA
1408
Regal Investment Advisors
Michigan
$428K +$59.8K +613 +16%
GS
1409
GTS Securities
New York
$427K +$427K +4,370 New
MMA
1410
Miracle Mile Advisors
California
$426K +$160K +1,637 +60%
RMC
1411
Resources Management Corp
Connecticut
$426K +$358K +3,665 +524%
WPA
1412
Winning Points Advisors
Florida
$424K – – –
RCWM
1413
Royal Capital Wealth Management
Indiana
$424K -$27.4K -281 -6%
SFWA
1414
Summit Financial Wealth Advisors
Louisiana
$423K +$879 +9 +0.2%
WFG
1415
Wills Financial Group
Virginia
$423K -$17.1K -175 -4%
VC
1416
Vestor Capital
Illinois
$422K +$54K +553 +15%
HPIA
1417
Hamilton Point Investment Advisors
North Carolina
$422K – – –
GWM
1418
Gray Wealth Management
Maine
$420K +$102K +1,049 +32%
KFA
1419
Kapstone Financial Advisors
Ohio
$419K +$33.8K +344 +9%
GGI
1420
Godsey & Gibb Inc
Virginia
$419K -$9.76K -100 -2%
BFM
1421
Boston Financial Management
Massachusetts
$419K -$4.59K -47 -1%
HFS
1422
Howard Financial Services
Texas
$417K – – –
CC
1423
Courier Capital
New York
$417K -$44.8K -459 -10%
WW
1424
Westshore Wealth
California
$417K -$1.95K -20 -0.5%
TWM
1425
Tradition Wealth Management
Minnesota
$416K +$2.64K +27 +0.6%
55 56
57
58 59