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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
1551
Westside Investment Management
California
$310K – – –
EWM
1552
Elmwood Wealth Management
California
$309K +$2.41K +26 +0.8%
NQWM
1553
Northwest Quadrant Wealth Management
Oregon
$309K -$18K -194 -5%
Cohen & Steers
1554
Cohen & Steers
New York
$308K +$146K +1,574 +90%
WDL
1555
Well Done LLC
Michigan
$308K -$463 -5 -0.2%
TFM
1556
TFC Financial Management
Massachusetts
$308K +$9.17K +99 +3%
KC
1557
Kingfisher Capital
North Carolina
$307K +$1.3K +14 +0.4%
WFPG
1558
Waller Financial Planning Group
Ohio
$306K – – –
TCOT
1559
Trust Company of Toledo
Ohio
$306K +$69.8K +754 +30%
FMB
1560
Field & Main Bank
Kentucky
$306K – – –
GWM
1561
GSB Wealth Management
Connecticut
$304K -$259K -2,797 -46%
CBT
1562
Central Bank & Trust
Kentucky
$302K – – –
NA
1563
Navellier & Associates
Nevada
$302K +$302K +3,260 New
SCM
1564
Silvant Capital Management
Georgia
$302K – – –
CFD
1565
Creative Financial Designs
Indiana
$299K +$2.04K +22 +0.7%
GC
1566
Garde Capital
Washington
$299K +$2.78K +30 +0.9%
SWM
1567
Silverlake Wealth Management
Vermont
$299K +$1.2K +13 +0.4%
CIA
1568
Choate Investment Advisors
Massachusetts
$298K -$173K -1,868 -37%
CWM
1569
Concentrum Wealth Management
California
$298K – – –
BWM
1570
BNC Wealth Management
Oregon
$298K – – –
AIA
1571
Alera Investment Advisors
Illinois
$298K -$15.3K -165 -5%
DTC
1572
Davidson Trust Company
Washington
$298K – – –
ICP
1573
Interchange Capital Partners
Pennsylvania
$297K +$297K +3,210 New
LPAM
1574
Lodestar Private Asset Management
California
$297K -$14.4K -155 -5%
SM
1575
Sweeney & Michel
California
$296K +$2.17K +24 +0.7%
61 62
63
64 65