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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 %
LWA
1551
Lineweaver Wealth Advisors
Ohio
$332K -$18.9K -187 -5%
TA
1552
TFG Advisers
Michigan
$331K -$29.8K -294 -8%
MA
1553
MCF Advisors
Kentucky
$331K +$14.4K +142 +5%
PPP
1554
Private Portfolio Partners
New Jersey
$329K -$15.7K -155 -5%
SCM
1555
Silvant Capital Management
Georgia
$329K – – –
BFWA
1556
Benchmark Financial Wealth Advisors
Florida
$329K +$329K +3,249 New
CIA
1557
Choate Investment Advisors
Massachusetts
$329K – – –
GWM
1558
Gray Wealth Management
Maine
$327K +$6.58K +65 +2%
SN
1559
Sittner & Nelson
Oregon
$327K +$1.92K +19 +0.6%
PAMG
1560
Patton Albertson Miller Group
Tennessee
$327K – – –
FPWM
1561
FSB Premier Wealth Management
Iowa
$327K +$53.5K +529 +20%
DA
1562
Detalus Advisors
Missouri
$326K +$5.36K +53 +2%
XS
1563
XR Securities
Illinois
$326K +$326K +3,220 New
CWM
1564
Concentrum Wealth Management
California
$326K +$326K +3,220 New
BBA
1565
BLB&B Advisors
Pennsylvania
$325K +$51.5K +509 +19%
LPAM
1566
Lodestar Private Asset Management
California
$324K +$324K +3,206 New
SFG
1567
SNS Financial Group
Minnesota
$324K +$29.2K +285 +10%
LIM
1568
Loudon Investment Management
New Hampshire
$323K – – –
MAM
1569
McLean Asset Management
Virginia
$322K +$2.33K +23 +0.7%
RC
1570
Roundview Capital
New Jersey
$321K +$67.2K +664 +26%
HSWM
1571
Hubbell Strickland Wealth Management
Louisiana
$321K +$1.22K +12 +0.4%
KL
1572
KWMG LLC
Kansas
$320K +$9.92K +98 +3%
F4L
1573
Fortune 45 LLC
Louisiana
$320K +$4.15K +41 +1%
TW
1574
Towerpoint Wealth
California
$319K – – –
BFA
1575
Bragg Financial Advisors
North Carolina
$316K +$26.9K +266 +9%
61 62
63
64 65