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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 %
LFA
1576
Laraway Financial Advisors
Minnesota
$305K – – –
PCP
1577
Proficio Capital Partners
Massachusetts
$305K -$419K -4,294 -58%
TSS
1578
Two Sigma Securities
New York
$304K -$895K -9,170 -75%
AMIM
1579
Aull & Monroe Investment Management
Alabama
$304K – – –
GP
1580
Greenline Partners
New York
$303K – – –
JWM
1581
Janiczek Wealth Management
Colorado
$303K -$296 -3 -0.1%
SP
1582
Successful Portfolios
Florida
$302K -$14.6K -150 -5%
WMA
1583
Wealth Management Associates
New Jersey
$301K -$7.91K -81 -3%
WTFG
1584
Wells Trecaso Financial Group
Ohio
$300K +$781 +8 +0.3%
EIA
1585
Edgemoor Investment Advisors
Maryland
$299K -$11.8K -121 -4%
MA
1586
MONECO Advisors
Connecticut
$299K +$3.12K +32 +1%
LRIA
1587
Leonard Rickey Investment Advisors
Washington
$298K +$30.1K +308 +11%
BIM
1588
Baldwin Investment Management
Pennsylvania
$298K – – –
AIA
1589
Angeles Investment Advisors
California
$298K +$6.83K +70 +2%
EWA
1590
ERTS Wealth Advisors
Michigan
$297K +$10.8K +111 +4%
LFG
1591
Lockerman Financial Group
California
$297K +$2.15K +22 +0.7%
TBA
1592
Tower Bridge Advisors
Pennsylvania
$297K -$120K -1,234 -29%
BWP
1593
Bernardo Wealth Planning
Pennsylvania
$297K +$391 +4 +0.1%
NFG
1594
Northeast Financial Group
Pennsylvania
$295K +$3.61K +37 +1%
FMTCOCP
1595
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$294K -$73.1K -750 -20%
KL
1596
KWMG LLC
Kansas
$294K -$28.6K -293 -9%
PAMG
1597
Patton Albertson Miller Group
Tennessee
$293K -$12.2K -125 -4%
DCBT
1598
Dakota Community Bank & Trust
North Dakota
$293K -$3.71K -38 -1%
PWAM
1599
Pinnacle West Asset Management
Wyoming
$293K – – –
DE
1600
Day & Ennis
Georgia
$292K +$683 +7 +0.2%
62 63
64
65 66