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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
1601
Rockbridge Investment Management
New York
$265K -$9.19K -95 -3%
ZCM
1602
Ziegler Capital Management
Illinois
$265K -$1.05M -11,200 -80%
SFG
1603
Sowa Financial Group
Rhode Island
$265K -$5.82K -62 -2%
CWA
1604
Centennial Wealth Advisory
Michigan
$265K +$37.2K +395 +16%
BCM
1605
BTR Capital Management
California
$264K +$63.3K +675 +32%
SAMT
1606
Select Asset Management & Trust
Pennsylvania
$263K – – –
SOW
1607
State of Wyoming
Wyoming
$263K +$46.9K +500 +22%
SRC
1608
Sage Rhino Capital
California
$262K -$19.5K -208 -7%
DA
1609
Detalus Advisors
Missouri
$262K -$14.6K -156 -5%
PCG
1610
Private Capital Group
Connecticut
$261K -$8.55K -90 -3%
SAM
1611
Security Asset Management
New York
$260K -$12.9K -137 -5%
GP
1612
Greenline Partners
New York
$260K – – –
CSIA
1613
Charles Schwab Investment Advisory
California
$260K +$260K +2,763 New
LC
1614
Lavaca Capital
Texas
$259K – – –
TP
1615
Tranquility Partners
Tennessee
$259K +$12.6K +134 +5%
ACM
1616
AlphaStar Capital Management
North Carolina
$259K +$19.5K +208 +8%
BA
1617
Birinyi Associates
Connecticut
$258K – – –
NAMP
1618
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$258K – – –
MM
1619
MQS Management
New York
$257K -$94.5K -1,007 -27%
AC
1620
ASB Consultores
Florida
$257K – – –
WA
1621
WealthTrust Axiom
Pennsylvania
$257K – – –
SAF
1622
Smith Anglin Financial
Texas
$256K -$4.8K -51 -2%
BWP
1623
Bernardo Wealth Planning
Pennsylvania
$256K – – –
DE
1624
Day & Ennis
Georgia
$256K +$658 +7 +0.3%
BCM
1625
Bienville Capital Management
New York
$255K – – –
63 64
65
66 67