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 %
Point72 Asset Management
126
Point72 Asset Management
Connecticut
$73M -$2.52M -25,853 -3%
M&T Bank
127
M&T Bank
New York
$72.4M +$98.2K +1,006 +0.1%
Macquarie Group
128
Macquarie Group
Australia
$72.1M -$1.03M -10,571 -1%
TD Asset Management
129
TD Asset Management
Ontario, Canada
$69.5M -$10.7M -109,177 -13%
TAM
130
Troy Asset Management
United Kingdom
$69.2M +$934K +9,567 +1%
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$69M -$1.07M -10,916 -2%
PAMS
132
Pictet Asset Management (Switzerland)
Switzerland
$68.9M +$1.78M +18,220 +3%
NONA
133
Ninety One North America
New York
$68.9M -$775K -7,943 -1%
Newport Trust Company
134
Newport Trust Company
District of Columbia
$64.7M +$269K +2,754 +0.4%
CIPU
135
Caledonia Investments plc (UK)
United Kingdom
$63.4M +$1.34M +13,750 +2%
AM
136
AGF Management
Ontario, Canada
$61.8M -$1.71M -17,506 -3%
Millennium Management
137
Millennium Management
New York
$59.7M -$45.4M -465,374 -43%
FWCM
138
Ferguson Wellman Capital Management
Oregon
$59.3M +$1.16M +11,915 +2%
SEI Investments
139
SEI Investments
Pennsylvania
$56.8M +$3.42M +35,007 +6%
ACM
140
Advisors Capital Management
New Jersey
$56.7M +$1.04M +10,616 +2%
Fidelity International
141
Fidelity International
Bermuda
$56.1M +$56.1M +575,000 New
Calamos Advisors
142
Calamos Advisors
Illinois
$55.5M +$48K +492 +0.1%
LIP
143
Lighthouse Investment Partners
Florida
$54.5M +$54.5M +558,187 New
FMI
144
Factory Mutual Insurance
Massachusetts
$53.6M – – –
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$53.3M -$137K -1,404 -0.3%
AQR Capital Management
146
AQR Capital Management
Connecticut
$52.3M -$15.5M -158,878 -23%
Corient Private Wealth
147
Corient Private Wealth
Florida
$51.4M +$16.2M +166,385 +46%
D.E. Shaw & Co
148
D.E. Shaw & Co
New York
$51M +$21.4M +218,846 +72%
MML Investors Services
149
MML Investors Services
Massachusetts
$50.4M +$7.88M +80,742 +19%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$50.2M +$85.7K +878 +0.2%
4 5
6
7 8