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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 %
EWG
1676
Executive Wealth Group
Washington
$267K +$3.21K +33 +1%
LRIA
1677
Leonard Rickey Investment Advisors
Washington
$267K +$16K +164 +6%
WA
1678
WealthTrust Axiom
Pennsylvania
$267K -$389 -4 -0.1%
KI
1679
Kapitalo Investimentos
Brazil
$266K +$266K +2,739 New
SIM
1680
Stratos Investment Management
Ohio
$266K +$2.82K +29 +1%
SW
1681
SlateStone Wealth
Florida
$266K +$17K +175 +7%
Financial Engines Advisors
1682
Financial Engines Advisors
California
$266K +$266K +2,709 New
MMA
1683
Miracle Mile Advisors
California
$266K +$27.2K +280 +11%
BFC
1684
Bedel Financial Consulting
Indiana
$265K -$263K -2,700 -50%
BCM
1685
Bienville Capital Management
New York
$264K – – –
BWP
1686
Balboa Wealth Partners
Arizona
$264K +$11K +113 +4%
MCWS
1687
McKinley Carter Wealth Services
West Virginia
$263K +$7K +72 +3%
SAMT
1688
Select Asset Management & Trust
Pennsylvania
$263K – – –
HI
1689
Hudock Inc
Pennsylvania
$262K +$1.65K +17 +0.6%
BI
1690
Ballast Inc
Kentucky
$262K – – –
CP
1691
Castleview Partners
Texas
$260K +$6.91K +71 +3%
CAM
1692
Concorde Asset Management
Michigan
$259K -$1.37M -14,055 -84%
CRWM
1693
Castle Rock Wealth Management
California
$258K – – –
RCI
1694
RS Crum Inc
California
$258K – – –
LJCM
1695
Lee Johnson Capital Management
Texas
$258K – – –
FB
1696
First Bancorp
Maine
$257K +$48.6K +500 +23%
Cohen & Steers
1697
Cohen & Steers
New York
$256K – – –
CC
1698
Callan Capital
California
$255K – – –
FMC
1699
First Merchants Corp
Indiana
$255K -$41.1K -423 -14%
CWM
1700
Campbell Wealth Management
Virginia
$254K -$10.2K -105 -4%
66 67
68
69 70