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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 %
AT
1626
American Trust
Kentucky
$298K -$804K -8,269 -73%
BIM
1627
Baldwin Investment Management
Pennsylvania
$297K -$51.1K -525 -15%
MRCM
1628
M&R Capital Management
New Jersey
$296K -$4.86K -50 -2%
SWM
1629
Silverlake Wealth Management
Vermont
$296K +$875 +9 +0.3%
DCBT
1630
Dakota Community Bank & Trust
North Dakota
$296K -$2.92K -30 -1%
BWP
1631
Bernardo Wealth Planning
Pennsylvania
$295K -$1.17K -12 -0.4%
AF
1632
Alerus Financial
North Dakota
$295K – – –
MA
1633
MONECO Advisors
Connecticut
$294K +$20.7K +213 +8%
TA
1634
TrueWealth Advisors
Alabama
$294K -$31.1K -320 -10%
LFG
1635
Lockerman Financial Group
California
$294K +$9.53K +98 +3%
PWAM
1636
Pinnacle West Asset Management
Wyoming
$292K +$292K +3,000 New
SEP
1637
Southland Equity Partners
Missouri
$292K -$3.31K -34 -1%
JHCP
1638
Jackson Hole Capital Partners
Oklahoma
$292K +$292K +2,999 New
OAM
1639
Occidental Asset Management
California
$291K -$3.89K -40 -1%
DE
1640
Day & Ennis
Georgia
$291K +$778 +8 +0.3%
AIA
1641
Angeles Investment Advisors
California
$290K +$290K +2,979 New
MAM
1642
Meeder Asset Management
Ohio
$289K +$37K +381 +15%
PGA
1643
Portland Global Advisors
Maine
$289K – – –
ICA
1644
Infrastructure Capital Advisors
New York
$288K +$288K +2,957 New
EWA
1645
ERTS Wealth Advisors
Michigan
$285K -$54.9K -565 -16%
BEC
1646
Blue Edge Capital
Virginia
$284K – – –
EWM
1647
Elite Wealth Management
Washington
$284K – – –
PWM
1648
Prentice Wealth Management
New York
$284K +$36.4K +374 +15%
IA
1649
Insight Advisors
Pennsylvania
$283K +$1.07K +11 +0.4%
FCP
1650
Fidelis Capital Partners
Florida
$283K +$283K +2,958 New
64 65
66
67 68