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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
FB
1676
First Bancorp
Maine
$244K – – –
MC
1677
Miramar Capital
Illinois
$244K -$139K -1,500 -36%
FFBTD
1678
First Financial Bank - Trust Division
Ohio
$243K -$278 -3 -0.1%
EBSAM
1679
Eubel Brady & Suttman Asset Management
Ohio
$243K +$1.21K +13 +0.5%
FIB
1680
First Interstate Bank
Montana
$242K – – –
SFG
1681
SNS Financial Group
Minnesota
$242K -$47.9K -510 -17%
AHC
1682
Adell Harriman & Carpenter
Texas
$242K -$18.5K -200 -7%
CAM
1683
Concorde Asset Management
Michigan
$242K -$8.24K -89 -3%
CIA
1684
Cape Investment Advisory
Georgia
$239K +$45.4K +490 +23%
IFWM
1685
Institute for Wealth Management
Colorado
$239K -$2.22K -24 -0.9%
PTP
1686
Platform Technology Partners
New York
$239K -$1.85K -20 -0.8%
PBO
1687
Peoples Bank (Ohio)
Ohio
$239K -$3.7K -40 -2%
NRI
1688
NFP Retirement Inc
California
$239K +$463 +5 +0.2%
MTIC
1689
Missouri Trust & Investment Company
Missouri
$238K – – –
SAM
1690
Strategy Asset Managers
California
$237K – – –
MFC
1691
Morris Financial Concepts
South Carolina
$237K -$150K -1,623 -39%
PEA
1692
Park Edge Advisors
Ohio
$237K +$5.37K +58 +2%
LWM
1693
Liberty Wealth Management
California
$236K +$2.87K +31 +1%
ASC
1694
Atalanta Sosnoff Capital
New York
$236K – – –
MCWS
1695
McKinley Carter Wealth Services
West Virginia
$235K -$16.2K -175 -6%
P
1696
&Partners
Tennessee
$234K +$29.1K +314 +14%
JLBC
1697
J.L. Bainbridge & Co
Florida
$234K – – –
LC
1698
Lavaca Capital
Texas
$233K +$233K +2,516 New
CCG
1699
Coastwise Capital Group
California
$233K +$2.04K +22 +0.9%
ECM
1700
Elgethun Capital Management
South Dakota
$233K +$112K +1,217 +93%
66 67
68
69 70