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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWMG
1526
Redwood Wealth Management Group
New Jersey
$332K -$195 -2 -0.1%
SIC
1527
Sigma Investment Counselors
Michigan
$332K -$6.44K -66 -2%
AIA
1528
Alera Investment Advisors
Illinois
$330K +$27.5K +282 +9%
PP
1529
PDS Planning
Ohio
$329K -$58.4K -598 -15%
LPAM
1530
Lodestar Private Asset Management
California
$328K +$15.1K +155 +5%
FDCC
1531
Foster Dykema Cabot & Co
Massachusetts
$328K – – –
PWP
1532
Private Wealth Partners
California
$328K – – –
JWA
1533
JFS Wealth Advisors
Pennsylvania
$327K -$1.37K -14 -0.4%
SIC
1534
Sterling Investment Counsel
New York
$327K – – –
WIM
1535
Westside Investment Management
California
$327K – – –
OWP
1536
Obermeyer Wealth Partners
Colorado
$327K – – –
SRC
1537
Sage Rhino Capital
California
$327K -$10.5K -108 -3%
BDA
1538
Borer Denton & Associates
Pennsylvania
$326K – – –
CCFCSB
1539
Cape Cod Five Cents Savings Bank
Massachusetts
$326K -$9.76K -100 -3%
WDL
1540
Well Done LLC
Michigan
$325K -$21.9K -224 -6%
MKC
1541
M. Kraus & Co
Vermont
$325K -$145K -1,482 -31%
MCCA
1542
Mill Creek Capital Advisors
Pennsylvania
$324K -$511K -5,234 -61%
EWM
1543
Elmwood Wealth Management
California
$323K -$1.76K -18 -0.5%
CA
1544
Carson Advisory
Georgia
$323K -$5.76K -59 -2%
WFPG
1545
Waller Financial Planning Group
Ohio
$323K – – –
WCM
1546
Wedge Capital Management
North Carolina
$323K -$9.76K -100 -3%
BBA
1547
BLB&B Advisors
Pennsylvania
$323K +$7.91K +81 +3%
FMB
1548
Field & Main Bank
Kentucky
$323K – – –
AI
1549
Atom Investors
Texas
$323K +$323K +3,304 New
TA
1550
TFG Advisers
Michigan
$322K +$2.15K +22 +0.7%
60 61
62
63 64