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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 %
RC
1601
Roundview Capital
New Jersey
$308K – – –
WMA
1602
Wealth Management Associates
New Jersey
$308K +$30.4K +313 +11%
NG
1603
Northstar Group
New York
$306K -$93.4K -960 -23%
JWM
1604
Janiczek Wealth Management
Colorado
$305K -$27K -271 -8%
SSG
1605
Summit Securities Group
New York
$305K -$440K -4,526 -59%
PAMG
1606
Patton Albertson Miller Group
Tennessee
$304K -$9.73K -100 -3%
F4L
1607
Fortune 45 LLC
Louisiana
$304K -$3.02K -31 -1%
SFG
1608
SNS Financial Group
Minnesota
$304K -$7.78K -79 -2%
Walleye Capital
1609
Walleye Capital
New York
$304K -$28.9K -297 -9%
LFA
1610
Laraway Financial Advisors
Minnesota
$304K -$26.7K -275 -8%
BFA
1611
Bragg Financial Advisors
North Carolina
$304K – – –
AMIM
1612
Aull & Monroe Investment Management
Alabama
$303K – – –
FL
1613
Fort LP
Maryland
$302K -$118K -1,216 -28%
AAS
1614
Asset Allocation Strategies
Michigan
$302K -$1.46K -15 -0.5%
GP
1615
Greenline Partners
New York
$302K – – –
RI
1616
Ridgewood Investments
New Jersey
$302K +$1.07K +11 +0.4%
CA
1617
Corrado Advisors
New Jersey
$301K – – –
AIA
1618
Alera Investment Advisors
Illinois
$301K +$292 +3 +0.1%
PVI
1619
Pine Valley Investments
New Jersey
$301K +$301K +9,477 New
RCA
1620
Resonant Capital Advisors
Wisconsin
$300K -$29.8K -302 -9%
LFGO
1621
Legacy Financial Group (Oklahoma)
Oklahoma
$300K – – –
KC
1622
Kingfisher Capital
North Carolina
$299K +$1.26K +13 +0.4%
DAC
1623
Dividend Assets Capital
South Carolina
$299K – – –
MAM
1624
McLean Asset Management
Virginia
$299K -$10.4K -107 -3%
WTFG
1625
Wells Trecaso Financial Group
Ohio
$298K +$681 +7 +0.2%
63 64
65
66 67