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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
1651
Concorde Asset Management
Michigan
$264K +$3.81K +39 +1%
LA
1652
Latitude Advisors
Florida
$263K -$260K -2,661 -50%
CRWM
1653
Castle Rock Wealth Management
California
$263K – – –
BI
1654
Ballast Inc
Kentucky
$263K – – –
FFS
1655
Founders Financial Securities
Maryland
$262K -$10.4K -107 -4%
CWM
1656
Cahaba Wealth Management
Georgia
$262K +$14K +143 +6%
TNA
1657
True North Advisors
Texas
$261K +$261K +2,672 New
CAM
1658
Costello Asset Management
Pennsylvania
$260K -$8.59K -88 -3%
SAM
1659
Sompo Asset Management
Japan
$260K +$29.3K +300 +13%
CC
1660
Callan Capital
California
$260K +$3.32K +34 +1%
RCI
1661
RS Crum Inc
California
$259K – – –
GIA
1662
GHP Investment Advisors
Colorado
$259K +$10.4K +108 +4%
LJCM
1663
Lee Johnson Capital Management
Texas
$259K – – –
FB
1664
First Bancorp
Maine
$258K – – –
FFBTD
1665
First Financial Bank - Trust Division
Ohio
$257K -$19.2K -197 -7%
PTP
1666
Platform Technology Partners
New York
$256K +$1.97K +20 +0.8%
PBO
1667
Peoples Bank (Ohio)
Ohio
$256K +$23.7K +243 +10%
FIB
1668
First Interstate Bank
Montana
$256K -$322K -3,300 -56%
GA
1669
Goldstein Advisors
Wisconsin
$255K +$1.56K +16 +0.6%
EBSAM
1670
Eubel Brady & Suttman Asset Management
Ohio
$255K – – –
CWM
1671
Campbell Wealth Management
Virginia
$255K – – –
IFWM
1672
Institute for Wealth Management
Colorado
$255K – – –
EFM
1673
E Fund Management
China
$253K -$28.8K -295 -10%
QC
1674
Quent Capital
New York
$253K -$70.8K -725 -22%
MA
1675
MCF Advisors
Kentucky
$252K +$3.64K +37 +1%
65 66
67
68 69