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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 %
BFWA
1576
Benchmark Financial Wealth Advisors
Florida
$320K +$3.79K +39 +1%
NRD
1577
Nebula Research & Development
New York
$320K +$320K +3,288 New
TA
1578
TFG Advisers
Michigan
$319K +$778 +8 +0.2%
SAM
1579
Security Asset Management
New York
$319K +$82.9K +852 +35%
CFD
1580
Creative Financial Designs
Indiana
$318K -$190K -1,952 -37%
IF
1581
Intrua Financial
Texas
$317K +$317K +3,330 New
SCM
1582
Silvant Capital Management
Georgia
$316K – – –
CAMG
1583
CWA Asset Management Group
Florida
$316K -$29.1K -299 -8%
GWM
1584
Gray Wealth Management
Maine
$316K +$1.75K +18 +0.6%
SN
1585
Sittner & Nelson
Oregon
$316K +$1.56K +16 +0.5%
SP
1586
Successful Portfolios
Florida
$315K -$39.4K -405 -11%
OWA
1587
Opal Wealth Advisors
New York
$315K +$92.1K +947 +41%
IGWM
1588
ICA Group Wealth Management
Colorado
$314K -$8.27K -85 -3%
BBA
1589
BLB&B Advisors
Pennsylvania
$314K +$1.07K +11 +0.3%
BWM
1590
BNC Wealth Management
Oregon
$313K -$114K -1,176 -27%
CWM
1591
Concentrum Wealth Management
California
$313K – – –
DTC
1592
Davidson Trust Company
Washington
$313K +$29.2K +300 +10%
LPAM
1593
Lodestar Private Asset Management
California
$312K – – –
NFG
1594
Northeast Financial Group
Pennsylvania
$311K – – –
LIM
1595
Loudon Investment Management
New Hampshire
$310K – – –
SM
1596
Sweeney & Michel
California
$309K +$309K +3,378 New
EIA
1597
Edgemoor Investment Advisors
Maryland
$309K +$19.5K +200 +7%
ERIM
1598
Eagle Ridge Investment Management
Connecticut
$309K +$309K +3,181 New
HSWM
1599
Hubbell Strickland Wealth Management
Louisiana
$309K +$973 +10 +0.3%
SA
1600
Strategic Advisors
New York
$309K +$67.2K +691 +28%
62 63
64
65 66