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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 %
VC
1501
Vestor Capital
Illinois
$367K -$8.37K -86 -2%
RIA
1502
Regal Investment Advisors
Michigan
$366K +$27.8K +286 +8%
FMTCOCP
1503
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$366K – – –
WAM
1504
Wakefield Asset Management
Colorado
$365K +$365K +3,757 New
OFG
1505
Oxford Financial Group
Indiana
$365K -$29.7K -305 -8%
Bank Julius Baer & Co
1506
Bank Julius Baer & Co
Switzerland
$363K -$53K -545 -13%
SPWM
1507
Schrum Private Wealth Management
Florida
$363K +$875 +9 +0.2%
TFM
1508
TFC Financial Management
Massachusetts
$361K +$1.95K +20 +0.5%
MSWM
1509
McGlone Suttner Wealth Management
Wisconsin
$361K +$37.9K +390 +12%
BC
1510
Burney Company
Virginia
$360K +$11.6K +119 +3%
EFMC
1511
Empire Financial Management Company
New York
$359K +$359K +3,690 New
LNB
1512
Ledyard National Bank
$358K -$49.4K -508 -12%
AAG
1513
Armstrong Advisory Group
Massachusetts
$357K – – –
LIA
1514
LBMC Investment Advisors
Tennessee
$356K +$2.04K +21 +0.6%
AL
1515
ADE LLC
Maryland
$356K +$194 +2 +0.1%
6F
1516
626 Financial
Michigan
$355K -$2.72K -28 -0.8%
IA
1517
IAM Advisory
Pennsylvania
$355K -$9.24K -95 -3%
PIA
1518
Powell Investment Advisors
Florida
$353K +$353K +3,587 New
WCM
1519
Wallace Capital Management
Texas
$353K – – –
WAAG
1520
Wealth Alliance Advisory Group
Kansas
$351K +$5.25K +54 +2%
IWA
1521
Intercontinental Wealth Advisors
Texas
$351K -$778 -8 -0.2%
SC
1522
SRB Corp
Massachusetts
$351K -$110K -1,129 -24%
LFA
1523
LGT Financial Advisors
Texas
$350K -$77.8K -800 -18%
LK
1524
Lumbard & Kellner
New Hampshire
$350K – – –
WF
1525
Wayfinding Financial
Washington
$350K +$350K +3,552 New
59 60
61
62 63