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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.46B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$791M
3
SG Americas Securities
SG Americas Securities
New York
+$483M
4
FIS
Fundsmith Investment Services
Mauritius
+$379M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$369M

Top Sellers

1
Flossbach Von Storch
Flossbach Von Storch
Germany
-$693M
2
Ameriprise
Ameriprise
Minnesota
-$435M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$422M
4
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$373M
5
Franklin Resources
Franklin Resources
California
-$350M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWG
1651
Executive Wealth Group
Washington
$244K +$3.1K +33 +1%
CIA
1652
Cladis Investment Advisory
Montana
$244K – – –
SAM
1653
Strategic Asset Management
Minnesota
$244K – – –
LCM
1654
LCM Capital Management
Illinois
$243K +$24.1K +256 +11%
CJL
1655
Cyrus J. Lawrence
New York
$243K +$243K +2,583 New
DIP
1656
DT Investment Partners
Pennsylvania
$243K +$243K +2,590 New
FUBT
1657
First United Bank & Trust
Maryland
$241K -$28.2K -300 -10%
JLBC
1658
J.L. Bainbridge & Co
Florida
$241K -$1.6K -17 -0.7%
SAM
1659
SignalPoint Asset Management
Missouri
$241K +$37.7K +402 +19%
FPWM
1660
FSB Premier Wealth Management
Iowa
$241K +$77.8K +761 +48%
LWA
1661
Lineweaver Wealth Advisors
Ohio
$240K +$240K +2,564 New
BEI
1662
Benjamin Edwards Inc
Missouri
$239K +$80.5K +857 +51%
EWM
1663
EPG Wealth Management
Georgia
$238K +$11.6K +123 +5%
KCM
1664
Kornitzer Capital Management
Kansas
$237K – – –
VWM
1665
Valley Wealth Managers
New Jersey
$236K -$85.9K -914 -27%
RW
1666
Rede Wealth
Virginia
$236K – – –
OWA
1667
One Wealth Advisors
California
$236K +$3.01K +32 +1%
DBRC
1668
D.B. Root & Company
Pennsylvania
$235K -$12K -128 -5%
ASC
1669
Atalanta Sosnoff Capital
New York
$235K -$5.45K -58 -2%
CCM
1670
Cohen Capital Management
California
$235K – – –
Axa
1671
Axa
France
$235K -$4.09M -43,534 -95%
WA
1672
Wealth Advisors
California
$233K – – –
CSB
1673
City State Bank
Iowa
$233K – – –
JCG
1674
John C. Goff
$233K +$233K +2,480 New
OPCM
1675
Osborne Partners Capital Management
California
$232K -$24.2K -257 -9%
65 66
67
68 69