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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 %
FSC
1476
Full Sail Capital
Oklahoma
$384K +$80.5K +795 +26%
SIC
1477
Sterling Investment Counsel
New York
$384K – – –
CCB
1478
Cutter & Co Brokerage
Missouri
$384K -$40.1K -396 -9%
VCG
1479
Vantage Consulting Group
Virginia
$383K -$44.2K -437 -10%
SA
1480
Syntax Advisors
New York
$383K -$44.2K -437 -10%
VWA
1481
Visionary Wealth Advisors
Illinois
$382K -$5.06K -50 -1%
FMTCOCP
1482
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$381K +$7.49K +74 +2%
CCFCSB
1483
Cape Cod Five Cents Savings Bank
Massachusetts
$380K -$34.9K -345 -8%
IA
1484
IAM Advisory
Pennsylvania
$379K -$203K -2,001 -35%
SPWM
1485
Schrum Private Wealth Management
Florida
$377K +$1.21K +12 +0.3%
PIM
1486
Provident Investment Management
Michigan
$375K -$9.31K -92 -2%
TFM
1487
TFC Financial Management
Massachusetts
$374K – – –
6F
1488
626 Financial
Michigan
$373K +$304 +3 +0.1%
AAG
1489
Armstrong Advisory Group
Massachusetts
$371K +$371K +3,666 New
AL
1490
ADE LLC
Maryland
$370K +$13.3K +131 +4%
SP
1491
Successful Portfolios
Florida
$369K +$15.2K +150 +4%
LIA
1492
LBMC Investment Advisors
Tennessee
$369K +$2.63K +26 +0.7%
CA
1493
Clearstead Advisors
Ohio
$368K -$70K -692 -16%
WCM
1494
Wallace Capital Management
Texas
$367K – – –
IWA
1495
Intercontinental Wealth Advisors
Texas
$366K +$10.2K +101 +3%
WFPG
1496
Waller Financial Planning Group
Ohio
$366K – – –
CAM
1497
Carret Asset Management
New York
$365K – – –
DCM
1498
DGS Capital Management
New Jersey
$365K +$19.5K +193 +6%
CA
1499
Crane Advisory
California
$364K – – –
CWM
1500
Calamos Wealth Management
Illinois
$363K +$5.06K +50 +1%
58 59
60
61 62