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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 %
ATPW
1651
Ashton Thomas Private Wealth
Arizona
$283K +$31.2K +321 +12%
HIA
1652
HTG Investment Advisors
Connecticut
$282K +$389 +4 +0.1%
TP
1653
Tranquility Partners
Tennessee
$281K +$7K +72 +3%
PIFP
1654
Partners in Financial Planning
Virginia
$281K – – –
EFM
1655
E Fund Management
China
$281K -$11K -113 -4%
BBNA
1656
Bremer Bank National Association
Minnesota
$280K -$52.9K -544 -16%
TCOT
1657
Trust Company of Toledo
Ohio
$280K – – –
LB
1658
Leo Brokerage
Texas
$278K +$278K +2,863 New
TFGT
1659
TS Financial Group (TSFG)
Illinois
$275K +$487 +5 +0.2%
FFBTD
1660
First Financial Bank - Trust Division
Ohio
$275K – – –
CA
1661
Crewe Advisors
Utah
$275K -$15.2K -156 -5%
FWM
1662
Focused Wealth Management
New York
$275K +$2.24K +23 +0.8%
FSC
1663
Full Sail Capital
Oklahoma
$275K -$94.7K -974 -26%
FFS
1664
Founders Financial Securities
Maryland
$272K -$12.4K -127 -4%
TA
1665
TFB Advisors
Kansas
$272K +$13.6K +140 +5%
WOC
1666
West Oak Capital
California
$271K +$14.6K +150 +6%
ICM
1667
IMS Capital Management
Oregon
$271K +$271K +2,784 New
PPP
1668
Private Portfolio Partners
New Jersey
$270K -$46.1K -474 -15%
TA
1669
TruWealth Advisors
Louisiana
$270K +$11.5K +118 +4%
TCM
1670
Towercrest Capital Management
Pennsylvania
$269K – – –
ACP
1671
Aveo Capital Partners
Colorado
$269K +$31.4K +323 +13%
CAM
1672
Costello Asset Management
Pennsylvania
$268K -$7.29K -75 -3%
NAMP
1673
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$268K – – –
HWMG
1674
Hurlow Wealth Management Group
Indiana
$267K -$3.7K -38 -1%
PAS
1675
Professional Advisory Services
Florida
$267K – – –
65 66
67
68 69