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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
1601
Psagot Value Holdings
Israel
$304K +$304K +3,000 New
GAB
1602
German American Bancorp
Indiana
$304K – – –
BBW
1603
Blue Barn Wealth
Utah
$304K -$82.7K -817 -21%
JC
1604
Jacobs & Co
California
$303K -$30.3K -300 -9%
AP
1605
Appleton Partners
Massachusetts
$303K +$23.5K +232 +8%
LIA
1606
LS Investment Advisors
Michigan
$303K – – –
CA
1607
Crewe Advisors
Utah
$302K +$96.1K +950 +47%
EIA
1608
Edgemoor Investment Advisors
Maryland
$302K -$8.1K -80 -3%
DE
1609
Day & Ennis
Georgia
$302K +$24.6K +243 +9%
NFG
1610
Northeast Financial Group
Pennsylvania
$302K +$4.86K +48 +2%
PGA
1611
Portland Global Advisors
Maine
$301K – – –
EFG
1612
Everhart Financial Group
Ohio
$300K -$135K -1,332 -31%
DAC
1613
Dividend Assets Capital
South Carolina
$299K – – –
TLP
1614
Trinity Legacy Partners
Texas
$299K -$18.4K -182 -6%
EWM
1615
Executive Wealth Management
Michigan
$298K +$274K +2,703 +1,126%
SBL
1616
Sargent Bickham Lagudis
Colorado
$296K +$506 +5 +0.2%
TAIM
1617
TD Ameritrade Investment Management
Nebraska
$296K -$97.1K -960 -25%
BEC
1618
Blue Edge Capital
Virginia
$296K -$48.7K -481 -14%
FFS
1619
Founders Financial Securities
Maryland
$296K -$38.3K -378 -11%
EWM
1620
Elite Wealth Management
Washington
$296K – – –
LFG
1621
Lockerman Financial Group
California
$296K +$2.33K +23 +0.8%
TFS
1622
TrustCore Financial Services
Tennessee
$295K -$52K -514 -15%
DTC
1623
Davidson Trust Company
Washington
$295K -$44.4K -439 -13%
PSF
1624
Pacific Sun Financial
California
$294K -$5.87K -58 -2%
IA
1625
Insight Advisors
Pennsylvania
$294K +$1.22K +12 +0.4%
63 64
65
66 67