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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 %
GC
1551
Garde Capital
Washington
$331K – – –
GFL
1552
Granite FO LLC
New Hampshire
$330K +$316K +3,161 +2,274%
DA
1553
Detalus Advisors
Missouri
$328K +$14.8K +152 +5%
CA
1554
Carson Advisory
Georgia
$328K -$87.3K -898 -21%
BW
1555
BIP Wealth
Georgia
$328K +$328K +3,368 New
JWA
1556
JFS Wealth Advisors
Pennsylvania
$327K -$6.22K -64 -2%
FDCC
1557
Foster Dykema Cabot & Co
Massachusetts
$327K +$117K +1,200 +55%
PWP
1558
Private Wealth Partners
California
$326K +$326K +3,355 New
AWA
1559
Aaron Wealth Advisors
Illinois
$326K +$72.7K +748 +29%
SIC
1560
Sterling Investment Counsel
New York
$326K -$42.8K -440 -12%
WIM
1561
Westside Investment Management
California
$326K – – –
C
1562
Certuity
Florida
$326K -$1.07K -11 -0.3%
OWP
1563
Obermeyer Wealth Partners
Colorado
$325K -$11.7K -120 -3%
BDA
1564
Borer Denton & Associates
Pennsylvania
$325K +$875 +9 +0.3%
RSWM
1565
Robertson Stephens Wealth Management
California
$325K +$57.2K +580 +21%
CBT
1566
Central Bank & Trust
Kentucky
$324K -$292 -3 -0.1%
UBV
1567
United Bank (Virginia)
Virginia
$324K -$7.49K -77 -2%
EWM
1568
Elmwood Wealth Management
California
$324K +$2.14K +22 +0.7%
QC
1569
Quent Capital
New York
$322K -$117K -1,199 -27%
WFPG
1570
Waller Financial Planning Group
Ohio
$322K -$29.6K -304 -8%
FMB
1571
Field & Main Bank
Kentucky
$321K – – –
KL
1572
KWMG LLC
Kansas
$321K +$13.6K +140 +4%
JSW
1573
Journey Strategic Wealth
New Jersey
$321K -$129K -1,323 -29%
GSEP
1574
Golden State Equity Partners
California
$320K +$320K +3,293 New
DCM
1575
DGS Capital Management
New Jersey
$320K -$30.9K -318 -9%
61 62
63
64 65