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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 %
WOC
1676
West Oak Capital
California
$267K -$15.2K -150 -5%
MCWS
1677
McKinley Carter Wealth Services
West Virginia
$267K +$12.7K +125 +5%
MCM
1678
Monument Capital Management
Virginia
$266K +$266K +2,632 New
Cohen & Steers
1679
Cohen & Steers
New York
$266K – – –
CC
1680
Callan Capital
California
$266K +$266K +2,626 New
IFWM
1681
Institute for Wealth Management
Colorado
$264K -$405 -4 -0.2%
CP
1682
Castleview Partners
Texas
$264K +$69.4K +686 +36%
AWA
1683
Aaron Wealth Advisors
Illinois
$264K +$264K +2,606 New
SWM
1684
Sugarloaf Wealth Management
Georgia
$263K +$10K +99 +4%
BWP
1685
Balboa Wealth Partners
Arizona
$263K +$4.05K +40 +2%
GA
1686
Goldstein Advisors
Wisconsin
$263K +$263K +2,601 New
MAM
1687
Meeder Asset Management
Ohio
$263K -$1.99M -19,655 -88%
EBSAM
1688
Eubel Brady & Suttman Asset Management
Ohio
$262K -$6.58K -65 -2%
ATPW
1689
Ashton Thomas Private Wealth
Arizona
$262K -$27K -267 -9%
WIM
1690
WealthPlan Investment Management
Nebraska
$261K -$6.22K -60 -2%
PTP
1691
Platform Technology Partners
New York
$261K -$15.5K -153 -6%
LRIA
1692
Leonard Rickey Investment Advisors
Washington
$261K +$8.3K +82 +3%
PP
1693
PDS Planning
Ohio
$259K -$11.6K -115 -4%
SW
1694
SlateStone Wealth
Florida
$259K +$259K +2,557 New
ASC
1695
Atalanta Sosnoff Capital
New York
$259K – – –
PWM
1696
Prentice Wealth Management
New York
$258K +$258K +2,547 New
PP
1697
Pegasus Partners
Wisconsin
$256K – – –
WP
1698
WealthPLAN Partners
Nebraska
$256K +$256K +2,519 New
JF
1699
Jump Financial
Illinois
$255K -$1.6M -15,797 -86%
EL
1700
Essex LLC
Illinois
$254K +$254K +2,509 New
66 67
68
69 70