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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 %
KC
1551
Kingfisher Capital
North Carolina
$322K +$21.8K +223 +7%
DP
1552
Dearborn Partners
Illinois
$322K -$129K -1,317 -29%
WEG
1553
World Equity Group
Illinois
$320K -$19.7M -202,005 -98%
LK
1554
Lumbard & Kellner
New Hampshire
$319K -$29.9K -300 -9%
CBT
1555
Central Bank & Trust
Kentucky
$319K -$6.54K -67 -2%
BFWA
1556
Benchmark Financial Wealth Advisors
Florida
$318K -$3.03K -31 -0.9%
SCM
1557
Silvant Capital Management
Georgia
$318K – – –
OWA
1558
Opal Wealth Advisors
New York
$317K +$586 +6 +0.2%
SM
1559
Sweeney & Michel
California
$317K -$11.2K -115 -3%
NEWAS
1560
N.E.W. Advisory Services
Wisconsin
$315K +$315K +3,231 New
TFM
1561
TFC Financial Management
Massachusetts
$315K -$47.7K -489 -13%
RC
1562
Roundview Capital
New Jersey
$315K +$4.88K +50 +2%
CWM
1563
Concentrum Wealth Management
California
$314K – – –
BWM
1564
BNC Wealth Management
Oregon
$314K – – –
RCA
1565
Resonant Capital Advisors
Wisconsin
$314K +$12.6K +127 +4%
DTC
1566
Davidson Trust Company
Washington
$314K – – –
SWM
1567
Silverlake Wealth Management
Vermont
$314K +$16.8K +172 +6%
CFD
1568
Creative Financial Designs
Indiana
$313K -$5.86K -60 -2%
GC
1569
Garde Capital
Washington
$312K -$19.3K -198 -6%
SA
1570
Strategic Advisors
New York
$312K +$1.46K +15 +0.5%
LIM
1571
Loudon Investment Management
New Hampshire
$312K – – –
HSWM
1572
Hubbell Strickland Wealth Management
Louisiana
$311K +$1.07K +11 +0.3%
OWM
1573
Opes Wealth Management
California
$307K +$307K +3,145 New
SFG
1574
SNS Financial Group
Minnesota
$305K +$99 +1 +0%
AWA
1575
Aaron Wealth Advisors
Illinois
$305K -$22.3K -228 -7%
61 62
63
64 65