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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
1451
Community Bank
New York
$347K – – –
TFM
1452
TFC Financial Management
Massachusetts
$347K – – –
6F
1453
626 Financial
Michigan
$345K +$282 +3 +0.1%
WFI
1454
West Family Investments
California
$344K +$97.3K +1,036 +39%
LAS
1455
LWM Advisory Services
Florida
$342K +$49.9K +530 +17%
WAAG
1456
Wealth Alliance Advisory Group
Kansas
$341K +$6.39K +68 +2%
CPSAC
1457
Chas P. Smith & Associates (CPS)
Florida
$340K -$51.6K -550 -13%
GIP
1458
Greatmark Investment Partners
Georgia
$340K -$5.73K -61 -2%
IMA
1459
Investment Management Associates
Colorado
$340K +$44.7K +475 +15%
DY
1460
Dowling & Yahnke
California
$339K -$151K -1,610 -31%
CCA
1461
Cobblestone Capital Advisors
New York
$339K -$5.63K -60 -2%
DTC
1462
Davidson Trust Company
Washington
$339K +$50.3K +535 +17%
LFA
1463
Laraway Financial Advisors
Minnesota
$338K – – –
TAM
1464
Townsend Asset Management
North Carolina
$337K -$845 -9 -0.3%
EWA
1465
ERTS Wealth Advisors
Michigan
$336K -$73.3K -781 -18%
C
1466
Certuity
Florida
$336K +$27.1K +288 +9%
PCM
1467
Parsons Capital Management
Rhode Island
$335K -$563 -6 -0.2%
PCIA
1468
Prime Capital Investment Advisors
Kansas
$335K – – –
CG
1469
CFO4Life Group
Texas
$334K -$12.2K -130 -4%
TA
1470
TFG Advisers
Michigan
$334K -$3.95K -42 -1%
WB
1471
Webster Bank
Connecticut
$334K – – –
EBA
1472
Eagle Bay Advisors
New York
$334K +$285K +3,041 +588%
NW
1473
NewEdge Wealth
Pennsylvania
$334K +$334K +3,551 New
PPP
1474
Private Portfolio Partners
New Jersey
$332K -$5.54K -59 -2%
BMA
1475
Brooks Moore & Associates
Tennessee
$332K -$14.1K -150 -4%
57 58
59
60 61