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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 %
HIA
1626
HTG Investment Advisors
Connecticut
$293K +$293K +2,900 New
PIFP
1627
Partners in Financial Planning
Virginia
$293K -$3.85K -38 -1%
SRC
1628
Sage Rhino Capital
California
$290K -$911 -9 -0.3%
APC
1629
Aspire Private Capital
North Carolina
$290K +$41.2K +407 +17%
ECG
1630
Edge Capital Group
Georgia
$290K -$18.8K -186 -6%
WMA
1631
Wealth Management Associates
New Jersey
$288K -$2.43K -24 -0.8%
Dimensional Fund Advisors
1632
Dimensional Fund Advisors
Texas
$288K +$2.66K +26,229 +0.9%
SEC
1633
Seven Eight Capital
New York
$287K -$3.99M -39,432 -93%
FFBTD
1634
First Financial Bank - Trust Division
Ohio
$287K -$28.3K -279 -9%
MCCA
1635
Mill Creek Capital Advisors
Pennsylvania
$287K +$287K +2,835 New
SWM
1636
Sanctuary Wealth Management
Idaho
$287K – – –
1SB
1637
1ST Source Bank
Indiana
$286K -$8.81K -87 -3%
CAM
1638
Costello Asset Management
Pennsylvania
$286K – – –
TP
1639
Tranquility Partners
Tennessee
$286K +$2.53K +25 +0.9%
TFGT
1640
TS Financial Group (TSFG)
Illinois
$285K +$607 +6 +0.2%
MA
1641
MONECO Advisors
Connecticut
$285K +$1.11K +11 +0.4%
FWM
1642
Focused Wealth Management
New York
$284K -$28.7K -284 -9%
EFI
1643
EHP Funds Inc
Canada
$283K -$70.8K -700 -20%
HWMG
1644
Hurlow Wealth Management Group
Indiana
$282K +$3.34K +33 +1%
SPP
1645
Single Point Partners
Massachusetts
$282K +$4.75K +47 +2%
CRWM
1646
Castle Rock Wealth Management
California
$281K – – –
HIG
1647
Heritage Investment Group
Florida
$281K -$32.8K -325 -10%
GIA
1648
GHP Investment Advisors
Colorado
$281K +$911 +9 +0.3%
NAMP
1649
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$278K – – –
PAS
1650
Professional Advisory Services
Florida
$278K +$7.58K +75 +3%
64 65
66
67 68