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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 %
KFA
1451
Kapstone Financial Advisors
Ohio
$406K +$406K +3,920 New
WFI
1452
West Family Investments
California
$405K -$14.5K -143 -3%
KCG
1453
Kinsale Capital Group
Virginia
$405K +$405K +4,000 New
CL
1454
CSS LLC
Illinois
$405K +$405K +4,000 New
CT
1455
Clearstead Trust
Maine
$404K – – –
BWP
1456
BSW Wealth Partners
Colorado
$402K – – –
CTA
1457
Chesley Taft & Associates
Illinois
$401K – – –
TWM
1458
Tradition Wealth Management
Minnesota
$397K +$45.5K +449 +13%
GCM
1459
Gladius Capital Management
Illinois
$396K +$56.3K +556 +17%
NAG
1460
Northstar Advisory Group
New Jersey
$396K +$810 +8 +0.2%
BFG
1461
Berger Financial Group
Minnesota
$396K -$2.73K -27 -0.7%
SG Americas Securities
1462
SG Americas Securities
New York
$394K -$13.1M -129,805 -97%
CA
1463
Centerpoint Advisors
Massachusetts
$394K +$60.8K +600 +18%
ZIG
1464
Zullo Investment Group
Pennsylvania
$394K +$3.54K +35 +0.9%
UF
1465
Univest Financial
Pennsylvania
$394K – – –
CCA
1466
Cobblestone Capital Advisors
New York
$394K +$7.89K +78 +2%
BCM
1467
Brown Capital Management
Maryland
$392K – – –
RFA
1468
Resurgent Financial Advisors
Georgia
$391K +$16.2K +160 +4%
HT
1469
Heritage Trust
Oklahoma
$390K +$65.4K +646 +20%
ALAM
1470
Asahi Life Asset Management
Japan
$390K +$22.8K +225 +6%
VC
1471
Vestor Capital
Illinois
$390K +$77.4K +765 +25%
EDRH
1472
Edmond de Rothschild Holding
Switzerland
$390K – – –
GCM
1473
Gables Capital Management
Florida
$389K – – –
BCFD
1474
Boit C.F. David
$387K – – –
NDSI
1475
Newman Dignan & Sheerar Inc
Rhode Island
$385K – – –
57 58
59
60 61