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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 %
CA
1526
Centerpoint Advisors
Massachusetts
$349K -$29.2K -300 -8%
MGIM
1527
M&G Investment Management
United Kingdom
$349K – – –
CCM
1528
Carlson Capital Management
Minnesota
$347K -$389 -4 -0.1%
EWM
1529
Executive Wealth Management
Michigan
$347K +$60.4K +621 +21%
PB
1530
Pinnacle Bancorp
Nebraska
$346K – – –
WDL
1531
Well Done LLC
Michigan
$345K -$52.1K -536 -13%
WA
1532
Wealth Advisors
California
$343K +$98.6K +1,000 +40%
AP
1533
Appleton Partners
Massachusetts
$342K +$50.8K +522 +17%
HIC
1534
Holderness Investments Company
North Carolina
$341K +$973 +10 +0.3%
WB
1535
Webster Bank
Connecticut
$341K +$19.4K +199 +6%
GCMG
1536
Gyroscope Capital Management Group
Florida
$340K +$340K +3,500 New
SFI
1537
SPC Financial Inc
Maryland
$339K +$80K +823 +31%
NQWM
1538
Northwest Quadrant Wealth Management
Oregon
$339K +$3.7K +38 +1%
SBWIC
1539
Schaper Benz & Wise Investment Counsel
Wisconsin
$337K – – –
SIC
1540
Sigma Investment Counselors
Michigan
$337K +$5.84K +60 +2%
BA
1541
Bristlecone Advisors
Washington
$336K +$336K +3,458 New
SRC
1542
Sage Rhino Capital
California
$336K +$57.6K +592 +21%
BMC
1543
Benin Management Corp
Connecticut
$336K – – –
GIP
1544
Greatmark Investment Partners
Georgia
$335K – – –
CCFCSB
1545
Cape Cod Five Cents Savings Bank
Massachusetts
$334K -$31.2K -321 -9%
XWM
1546
Xcel Wealth Management
Florida
$334K – – –
SCA
1547
Stonebridge Capital Advisors
Minnesota
$333K -$8.66K -89 -3%
CAM
1548
Carret Asset Management
New York
$332K -$19.5K -200 -6%
RWMG
1549
Redwood Wealth Management Group
New Jersey
$331K -$1.95K -20 -0.6%
WCM
1550
Wedge Capital Management
North Carolina
$331K +$31.3K +322 +10%
60 61
62
63 64