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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 %
EBA
1426
Eagle Bay Advisors
New York
$415K -$8.01K -82 -2%
BBI
1427
Baxter Bros Inc
Connecticut
$412K +$185K +1,900 +82%
SC
1428
Schulhoff & Co
Ohio
$411K +$293 +3 +0.1%
MAG
1429
Mayfair Advisory Group
Alabama
$411K +$16.6K +170 +4%
TF
1430
TimeScale Financial
Massachusetts
$411K +$5.17K +53 +1%
Verition Fund Management
1431
Verition Fund Management
Connecticut
$409K -$1.65M -16,864 -80%
PIM
1432
Provident Investment Management
Michigan
$409K -$3.12K -32 -0.8%
KA
1433
Kovack Advisors
Florida
$409K +$5.96K +61 +1%
MFC
1434
Morris Financial Concepts
South Carolina
$408K – – –
AO
1435
Advisor OS
Illinois
$408K +$408K +4,179 New
EP
1436
Eudaimonia Partners
Tennessee
$407K -$163K -1,672 -29%
FNFDCM
1437
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$405K -$6.54K -67 -2%
AWM
1438
Angeles Wealth Management
California
$405K +$3.32K +34 +0.8%
GJIA
1439
Glass Jacobson Investment Advisors
Maryland
$405K +$405K +4,146 New
MC
1440
Miramar Capital
Illinois
$404K +$404K +4,136 New
BFA
1441
Bragg Financial Advisors
North Carolina
$403K +$97.6K +1,000 +32%
AFT
1442
Alpha Family Trust
California
$401K – – –
WFI
1443
West Family Investments
California
$401K +$2.34K +24 +0.6%
AA
1444
Alta Advisers
United Kingdom
$400K – – –
WP
1445
WealthShield Partners
North Carolina
$399K -$6.13K -62 -2%
APW
1446
Axim Planning & Wealth
Ohio
$398K – – –
GIM
1447
Greylin Investment Management
Virginia
$398K -$43.9K -450 -10%
CPSAC
1448
Chas P. Smith & Associates (CPS)
Florida
$397K +$1.17K +12 +0.3%
CTA
1449
Chesley Taft & Associates
Illinois
$397K -$48.8K -500 -11%
MA
1450
MJP Associates
Connecticut
$396K -$879 -9 -0.2%
56 57
58
59 60