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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 %
RSWM
1651
Robertson Stephens Wealth Management
California
$278K – – –
WA
1652
WealthTrust Axiom
Pennsylvania
$278K – – –
BMA
1653
Brooks Moore & Associates
Tennessee
$277K – – –
ACM
1654
AlphaStar Capital Management
North Carolina
$277K +$1.82K +18 +0.7%
TCM
1655
Towercrest Capital Management
Pennsylvania
$276K – – –
CWM
1656
Campbell Wealth Management
Virginia
$275K -$14.7K -145 -5%
BCM
1657
Bienville Capital Management
New York
$275K – – –
EWG
1658
Executive Wealth Group
Washington
$274K +$4.05K +40 +1%
SIM
1659
Stratos Investment Management
Ohio
$274K +$101 +1 +0%
TAM
1660
Townsend Asset Management
North Carolina
$274K +$11.1K +110 +4%
SAMT
1661
Select Asset Management & Trust
Pennsylvania
$274K -$9.61K -95 -3%
AWM
1662
Absher Wealth Management
North Carolina
$273K -$4.55K -45 -2%
RFA
1663
RTD Financial Advisors
Pennsylvania
$272K – – –
BI
1664
Ballast Inc
Kentucky
$272K – – –
XT
1665
XTX Topco
Cayman Islands
$272K +$272K +2,688 New
HI
1666
Hudock Inc
Pennsylvania
$271K +$2.13K +21 +0.8%
SFI
1667
SPC Financial Inc
Maryland
$270K -$30.2K -298 -10%
FPIS
1668
Financial Planning & Information Services
Wisconsin
$270K – – –
NRI
1669
NFP Retirement Inc
California
$270K +$607 +6 +0.2%
TA
1670
TruWealth Advisors
Louisiana
$269K -$1.32K -13 -0.5%
TA
1671
TFB Advisors
Kansas
$269K +$269K +2,653 New
CHAM
1672
Clear Harbor Asset Management
Connecticut
$268K – – –
RCI
1673
RS Crum Inc
California
$268K -$219K -2,161 -45%
LJCM
1674
Lee Johnson Capital Management
Texas
$268K – – –
PIA
1675
Panoramic Investment Advisors
Colorado
$267K +$267K +2,640 New
65 66
67
68 69