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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
1
Capital World Investors
California
$10.9B
2
Capital International Investors
2
Capital International Investors
California
$10.2B
3
Citadel Advisors
3
Citadel Advisors
Florida
$344M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$879M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.2B

Top Sellers

1
BlackRock
1
BlackRock
New York
$9.18B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$4.78B
3
GQG Partners
3
GQG Partners
Florida
$2.1B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.7B
5
State Street
5
State Street
Massachusetts
$5.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
126
HRT Financial
New York
$74.7M +$74.7M +768,512 New
CII
127
Capital International Inc
California
$74.5M -$6.05M -62,217 -8%
Macquarie Group
128
Macquarie Group
Australia
$72.8M -$53.4M -548,951 -42%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$72.5M -$2.04M -20,995 -3%
M&T Bank
130
M&T Bank
New York
$72M -$293K -3,015 -0.4%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$69.8M +$340K +3,491 +0.5%
NONA
132
Ninety One North America
New York
$69.4M +$625K +6,426 +0.9%
TAM
133
Troy Asset Management
United Kingdom
$68M +$767K +7,883 +1%
AQR Capital Management
134
AQR Capital Management
Connecticut
$67.6M -$12.3M -126,726 -15%
CB
135
Cooke & Bieler
Pennsylvania
$67.3M +$5.27M +54,160 +8%
PAMS
136
Pictet Asset Management (Switzerland)
Switzerland
$66.9M -$12.4M -127,203 -16%
Newport Trust Company
137
Newport Trust Company
District of Columbia
$64.2M -$422K -4,337 -0.7%
Russell Investments Group
138
Russell Investments Group
United Kingdom
$63.5M -$15M -154,168 -19%
AM
139
AGF Management
Ontario, Canada
$63.3M -$792K -8,145 -1%
CIPU
140
Caledonia Investments plc (UK)
United Kingdom
$61.8M +$4.76M +49,000 +8%
FWCM
141
Ferguson Wellman Capital Management
Oregon
$57.9M +$1.22M +12,507 +2%
ACM
142
Advisors Capital Management
New Jersey
$55.4M +$1.65M +16,984 +3%
Calamos Advisors
143
Calamos Advisors
Illinois
$55.2M -$4.62M -47,509 -8%
Assenagon Asset Management
144
Assenagon Asset Management
Luxembourg
$54.5M +$50.7M +521,839 +1,357%
FMI
145
Factory Mutual Insurance
Massachusetts
$53.4M +$3.34M +34,300 +7%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$53.2M +$701K +7,207 +1%
SEI Investments
147
SEI Investments
Pennsylvania
$53.2M +$13.6M +140,347 +35%
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
$51.8M -$2.64M -27,169 -5%
PI
149
Putnam Investments
Massachusetts
$51.3M -$1.12M -11,505 -2%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$48.9M +$944K +9,705 +2%
4 5
6
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