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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 %
JWA
1526
JFS Wealth Advisors
Pennsylvania
$347K -$3.64K -36 -1%
BBNA
1527
Bremer Bank National Association
Minnesota
$347K -$35.7K -352 -9%
RWMG
1528
Redwood Wealth Management Group
New Jersey
$347K +$347K +3,427 New
Walleye Capital
1529
Walleye Capital
New York
$346K +$346K +3,423 New
UBV
1530
United Bank (Virginia)
Virginia
$345K +$7.79K +77 +2%
SIC
1531
Sigma Investment Counselors
Michigan
$345K +$1.21K +12 +0.4%
LFA
1532
Laraway Financial Advisors
Minnesota
$344K -$20.2K -200 -6%
GC
1533
Garde Capital
Washington
$344K -$506 -5 -0.1%
RCA
1534
Resonant Capital Advisors
Wisconsin
$344K +$77.6K +757 +29%
FIM
1535
Freedom Investment Management
Connecticut
$343K -$111K -1,094 -24%
JAG
1536
Journey Advisory Group
Kentucky
$343K +$51.4K +508 +18%
BCM
1537
Becker Capital Management
Oregon
$342K – – –
C
1538
Certuity
Florida
$340K +$39.8K +393 +13%
JWM
1539
Janiczek Wealth Management
Colorado
$339K +$38.3K +378 +13%
FA
1540
Fiducient Advisors
Illinois
$339K – – –
TA
1541
TrueWealth Advisors
Alabama
$338K +$75.1K +742 +29%
CBT
1542
Central Bank & Trust
Kentucky
$338K -$4.35K -43 -1%
BDA
1543
Borer Denton & Associates
Pennsylvania
$337K – – –
WP
1544
Westmount Partners
California
$336K +$336K +3,320 New
MSWM
1545
McGlone Suttner Wealth Management
Wisconsin
$336K +$336K +3,320 New
IGWM
1546
ICA Group Wealth Management
Colorado
$336K -$502K -4,958 -60%
TF
1547
TimeScale Financial
Massachusetts
$336K +$83 +1 +0%
EWM
1548
Elmwood Wealth Management
California
$335K +$13.6K +134 +4%
FMB
1549
Field & Main Bank
Kentucky
$334K – – –
WB
1550
Webster Bank
Connecticut
$334K -$15.1K -150 -4%
60 61
62
63 64