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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 %
Empower Advisory Group
1426
Empower Advisory Group
Colorado
$429K +$429K +4,382 New
GGI
1427
Godsey & Gibb Inc
Virginia
$427K -$17.1K -176 -4%
GC
1428
Gratus Capital
Georgia
$427K -$127K -1,309 -23%
FCAG
1429
First Capital Advisors Group
New Jersey
$424K -$194 -2 -0%
BFM
1430
Boston Financial Management
Massachusetts
$422K – – –
EBA
1431
Eagle Bay Advisors
New York
$421K -$36.7K -377 -8%
SFWA
1432
Summit Financial Wealth Advisors
Louisiana
$421K +$875 +9 +0.2%
PFWA
1433
Paces Ferry Wealth Advisors
Georgia
$421K +$23.4K +241 +6%
HPIA
1434
Hamilton Point Investment Advisors
North Carolina
$421K +$421K +4,266 New
WW
1435
Westshore Wealth
California
$417K +$1.95K +20 +0.5%
MA
1436
MKT Advisors
California
$416K -$7.8K -79 -2%
HFS
1437
Howard Financial Services
Texas
$416K – – –
RWA
1438
Ropes Wealth Advisors
Massachusetts
$416K -$16.7K -172 -4%
TBA
1439
Tower Bridge Advisors
Pennsylvania
$416K -$4.96K -51 -1%
AGC
1440
Aspen Grove Capital
Colorado
$415K -$87.3K -886 -17%
EP
1441
Edgestream Partners
New Jersey
$414K +$414K +4,252 New
CFS
1442
CRA Financial Services
New Jersey
$412K +$13.2K +136 +3%
TWM
1443
Tradition Wealth Management
Minnesota
$412K +$30.8K +317 +8%
AHC
1444
Adell Harriman & Carpenter
Texas
$412K +$8.85K +91 +2%
PIM
1445
Provident Investment Management
Michigan
$410K +$49.6K +510 +14%
FNFDCM
1446
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$410K -$86.8K -893 -17%
CHAM
1447
Clear Harbor Asset Management
Connecticut
$410K +$152K +1,563 +59%
SC
1448
Schulhoff & Co
Ohio
$409K +$292 +3 +0.1%
SOW
1449
State of Wyoming
Wyoming
$409K +$185K +1,898 +82%
CA
1450
Callahan Advisors
Texas
$409K +$97 +1 +0%
56 57
58
59 60