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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 %
CSC
1601
Caldwell Sutter Capital
California
$292K +$95.5K +978 +49%
FWA
1602
FSM Wealth Advisors
Ohio
$291K +$79.7K +808 +38%
MAM
1603
McLean Asset Management
Virginia
$291K -$8.49K -87 -3%
FL
1604
Fort LP
Maryland
$290K -$13.4K -137 -4%
MRCM
1605
M&R Capital Management
New Jersey
$290K -$7.52K -77 -3%
NG
1606
Northstar Group
New York
$288K -$19.5K -200 -6%
RFA
1607
Register Financial Advisors
Georgia
$287K +$279K +2,854 +3,398%
BEC
1608
Blue Edge Capital
Virginia
$285K – – –
AT
1609
American Trust
Kentucky
$285K -$13.7K -140 -5%
EWM
1610
Elite Wealth Management
Washington
$285K – – –
KA
1611
Klingman & Associates
New York
$285K +$285K +2,915 New
TP
1612
Tranquility Partners
Tennessee
$285K +$2.15K +22 +0.8%
VFPW
1613
Vantage Financial Partners (Wisconsin)
Wisconsin
$285K +$285K +2,915 New
IA
1614
Insight Advisors
Pennsylvania
$283K -$879 -9 -0.3%
SC
1615
Schoolcraft Capital
Colorado
$283K +$283K +2,900 New
PSF
1616
Pacific Sun Financial
California
$283K +$283K +2,908 New
ACP
1617
Aveo Capital Partners
Colorado
$282K +$12.7K +130 +5%
FWM
1618
Focused Wealth Management
New York
$282K +$6.44K +66 +2%
DAC
1619
Dividend Assets Capital
South Carolina
$282K -$6.84K -70 -2%
TAM
1620
Townsend Asset Management
North Carolina
$281K +$35.6K +365 +14%
LI
1621
Lafayette Investments
Maryland
$280K -$128K -1,314 -31%
UBV
1622
United Bank (Virginia)
Virginia
$280K -$45.1K -462 -14%
TFGT
1623
TS Financial Group (TSFG)
Illinois
$277K +$1.27K +13 +0.5%
AHC
1624
Adell Harriman & Carpenter
Texas
$277K -$140K -1,421 -34%
BAM
1625
Bosun Asset Management
Illinois
$276K +$276K +2,825 New
63 64
65
66 67