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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 %
DCM
1551
DGS Capital Management
New Jersey
$290K +$290K +3,082 New
GAB
1552
German American Bancorp
Indiana
$289K +$7.23K +77 +3%
MAM
1553
McLean Asset Management
Virginia
$288K +$2.91K +31 +1%
Loomis, Sayles & Company
1554
Loomis, Sayles & Company
Massachusetts
$288K +$57.1K +608 +25%
9WM
1555
9258 Wealth Management
Ohio
$287K -$3.1K -33 -1%
UCB
1556
United Community Bank
South Carolina
$287K +$15K +160 +6%
SFI
1557
SPC Financial Inc
Maryland
$286K +$94 +1 +0%
EFM
1558
E Fund Management
China
$285K -$37.7K -402 -12%
MCWS
1559
McKinley Carter Wealth Services
West Virginia
$285K -$21.8K -232 -7%
ANRIA
1560
American National Registered Investment Advisor
Texas
$285K -$1.5K -16 -0.5%
WTFG
1561
Wells Trecaso Financial Group
Ohio
$285K +$563 +6 +0.2%
FWM
1562
Focused Wealth Management
New York
$285K +$2.44K +26 +0.9%
SHFA
1563
SS&H Financial Advisors
Michigan
$285K +$285K +3,032 New
AP
1564
Americana Partners
Texas
$284K -$371K -3,959 -57%
CCMD
1565
Cypress Capital Management (Delaware)
Delaware
$284K – – –
NIM
1566
Northeast Investment Management
Massachusetts
$284K +$70K +745 +33%
IAIM
1567
International Assets Investment Management
Florida
$282K -$442K -4,696 -61%
LAS
1568
Lloyd Advisory Services
Georgia
$282K +$4.8K +51 +2%
MA
1569
MONECO Advisors
Connecticut
$281K -$571K -6,078 -67%
FFA
1570
Fragasso Financial Advisors
Pennsylvania
$278K -$21.7K -231 -7%
EL
1571
Essex LLC
Illinois
$278K – – –
1SB
1572
1ST Source Bank
Indiana
$276K -$156K -1,665 -36%
EIA
1573
Edgemoor Investment Advisors
Maryland
$276K +$35.3K +376 +15%
CRWM
1574
Castle Rock Wealth Management
California
$276K +$276K +2,695 New
APA
1575
Astoria Portfolio Advisors
New York
$276K +$276K +2,937 New
61 62
63
64 65