PM icon

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 %
LAM
1451
L2 Asset Management
Massachusetts
$396K -$830K -7,976 -68%
WA
1452
WBH Advisory
Maryland
$395K – – –
WFS
1453
Widmann Financial Services
Maryland
$395K – – –
TFA
1454
Toth Financial Advisory
Virginia
$393K -$488 -5 -0.1%
WAL
1455
W Advisors LLC
Tennessee
$389K – – –
BWP
1456
BSW Wealth Partners
Colorado
$387K – – –
CFS
1457
CRA Financial Services
New Jersey
$387K -$26.8K -275 -6%
VCG
1458
Vantage Consulting Group
Virginia
$387K +$7.52K +77 +2%
SA
1459
Syntax Advisors
New York
$387K +$7.52K +77 +2%
ZIG
1460
Zullo Investment Group
Pennsylvania
$386K +$2.93K +30 +0.8%
BC
1461
Burney Company
Virginia
$385K +$24.4K +250 +7%
CCB
1462
Cutter & Co Brokerage
Missouri
$385K +$14.7K +151 +4%
PFWA
1463
Paces Ferry Wealth Advisors
Georgia
$385K -$38.1K -390 -9%
NAG
1464
Northstar Advisory Group
New Jersey
$383K +$683 +7 +0.2%
CAC
1465
Certified Advisory Corp
Florida
$382K +$98 +1 +0%
GAB
1466
German American Bancorp
Indiana
$382K – – –
BFG
1467
Berger Financial Group
Minnesota
$381K +$11K +113 +3%
MSWM
1468
McGlone Suttner Wealth Management
Wisconsin
$381K +$18.6K +191 +5%
JAG
1469
Journey Advisory Group
Kentucky
$379K -$19.5K -200 -5%
VCM
1470
Vigilant Capital Management
Maine
$378K +$274K +2,800 +262%
JF
1471
JSF Financial
California
$377K -$102K -1,042 -21%
EDRH
1472
Edmond de Rothschild Holding
Switzerland
$376K -$94K -963 -20%
GCM
1473
Gables Capital Management
Florida
$375K – – –
BCFD
1474
Boit C.F. David
$373K – – –
OHWP
1475
Oak Harbor Wealth Partners
North Carolina
$372K +$1.07K +11 +0.3%
57 58
59
60 61