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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIFP
1526
Partners in Financial Planning
Virginia
$301K +$3.9K +38 +1%
LIM
1527
Loudon Investment Management
New Hampshire
$300K – – –
CCG
1528
Coastwise Capital Group
California
$300K +$300K +3,194 New
RI
1529
Ridgewood Investments
New Jersey
$299K +$940 +10 +0.3%
SFG
1530
Sovereign Financial Group
Connecticut
$298K +$71.3K +759 +31%
PCM
1531
Poehling Capital Management
Wisconsin
$297K -$1.88M -20,019 -86%
MMA
1532
Miracle Mile Advisors
California
$297K +$46.5K +495 +19%
SAM
1533
Strategy Asset Managers
California
$297K +$59K +629 +25%
TW
1534
Towerpoint Wealth
California
$296K – – –
Cohen & Steers
1535
Cohen & Steers
New York
$296K – – –
PGA
1536
Portland Global Advisors
Maine
$295K -$9.39K -100 -3%
FPCP
1537
Fort Point Capital Partners
California
$295K +$51.2K +545 +21%
PP
1538
Pegasus Partners
Wisconsin
$295K +$53.7K +572 +22%
BAS
1539
Brown Advisory Securities
Maryland
$294K -$59.2K -628 -17%
MWM
1540
Merriman Wealth Management
Washington
$294K -$34.1K -363 -10%
HSWM
1541
Hubbell Strickland Wealth Management
Louisiana
$294K +$938 +10 +0.3%
GWM
1542
Gray Wealth Management
Maine
$294K +$1.6K +17 +0.5%
CWS
1543
Cypress Wealth Services
California
$293K +$80.9K +860 +38%
AIA
1544
Alera Investment Advisors
Illinois
$293K +$293K +3,124 New
SWM
1545
Silverlake Wealth Management
Vermont
$291K -$53.8K -573 -16%
LJAC
1546
L.J. Altfest & Co
New York
$291K -$6.1K -65 -2%
CA
1547
Corrado Advisors
New Jersey
$291K – – –
SEP
1548
Southland Equity Partners
Missouri
$290K +$8.55K +91 +3%
PMFA
1549
Plante Moran Financial Advisors
Michigan
$290K -$44.1K -469 -13%
KL
1550
KWMG LLC
Kansas
$290K +$1.88K +20 +0.7%
60 61
62
63 64