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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 %
GHAM
1426
Gilman Hill Asset Management
Connecticut
$419K -$23.9K -236 -5%
AHC
1427
Adell Harriman & Carpenter
Texas
$419K – – –
TA
1428
Tiedemann Advisors
New York
$416K +$717 +7 +0.2%
APW
1429
Atlantic Private Wealth
North Carolina
$416K – – –
AFT
1430
Alpha Family Trust
California
$416K +$416K +4,110 New
NG
1431
Northstar Group
New York
$416K -$255K -2,520 -38%
CFS
1432
CRA Financial Services
New Jersey
$415K -$6.78K -67 -2%
AA
1433
Alta Advisers
United Kingdom
$415K – – –
PFWA
1434
Paces Ferry Wealth Advisors
Georgia
$414K +$15.6K +154 +4%
WDL
1435
Well Done LLC
Michigan
$414K +$14.7K +145 +4%
GC
1436
Grimes & Company
Massachusetts
$413K -$2.33K -23 -0.6%
APW
1437
Axim Planning & Wealth
Ohio
$413K +$412K +4,075 +407,500%
MAG
1438
Mayfair Advisory Group
Alabama
$412K +$409 +4 +0.1%
WAL
1439
W Advisors LLC
Tennessee
$412K -$16.1K -159 -4%
AC
1440
ASB Consultores
Florida
$412K +$136K +1,344 +49%
JCM
1441
Jag Capital Management
Missouri
$411K +$1.42K +14 +0.3%
FAN
1442
Financial Advisors Network
California
$411K +$114K +1,129 +39%
OFG
1443
Oxford Financial Group
Indiana
$410K +$48.8K +482 +13%
CPSAC
1444
Chas P. Smith & Associates (CPS)
Florida
$410K -$33.2K -328 -7%
WFS
1445
Widmann Financial Services
Maryland
$410K – – –
TWA
1446
TCI Wealth Advisors
Arizona
$409K +$405 +4 +0.1%
MYLI
1447
Meiji Yasuda Life Insurance
Japan
$409K -$66.8K -660 -14%
SWA
1448
Sutton Wealth Advisors
Florida
$409K -$4.86K -48 -1%
AWM
1449
Angeles Wealth Management
California
$408K -$23K -227 -5%
TFA
1450
Toth Financial Advisory
Virginia
$407K -$33.9K -335 -8%
56 57
58
59 60