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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 %
LI
1451
Lafayette Investments
Maryland
$407K – – –
MFC
1452
Morris Financial Concepts
South Carolina
$407K – – –
TF
1453
TimeScale Financial
Massachusetts
$404K +$10.8K +111 +3%
WP
1454
WealthShield Partners
North Carolina
$404K +$99 +1 +0%
MAG
1455
Mayfair Advisory Group
Alabama
$402K +$796 +8 +0.2%
KA
1456
Kovack Advisors
Florida
$401K +$108K +1,115 +37%
TA
1457
Tiedemann Advisors
New York
$401K +$493 +5 +0.1%
OCBCO
1458
Oversea-Chinese Banking Corp (OCBC)
Singapore
$401K -$53.3K -548 -12%
GHAM
1459
Gilman Hill Asset Management
Connecticut
$401K -$2.43K -25 -0.6%
APW
1460
Atlantic Private Wealth
North Carolina
$400K – – –
AWM
1461
Angeles Wealth Management
California
$400K +$7.88K +81 +2%
AFT
1462
Alpha Family Trust
California
$400K – – –
CI
1463
CX Institutional
Indiana
$399K -$173K -1,766 -30%
BFM
1464
Boothbay Fund Management
New York
$399K +$194K +1,992 +94%
AA
1465
Alta Advisers
United Kingdom
$399K – – –
JAG
1466
Journey Advisory Group
Kentucky
$397K +$67.3K +692 +20%
SCM
1467
Spreng Capital Management
Ohio
$397K -$53.4K -549 -12%
WFI
1468
West Family Investments
California
$397K +$7.49K +77 +2%
APW
1469
Axim Planning & Wealth
Ohio
$396K – – –
MA
1470
MJP Associates
Connecticut
$396K -$10.8K -111 -3%
CPSAC
1471
Chas P. Smith & Associates (CPS)
Florida
$394K +$194 +2 +0%
WA
1472
WBH Advisory
Maryland
$394K +$394K +4,051 New
WFS
1473
Widmann Financial Services
Maryland
$394K – – –
TFA
1474
Toth Financial Advisory
Virginia
$392K – – –
KFA
1475
Kapstone Financial Advisors
Ohio
$391K – – –
57 58
59
60 61