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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 %
EBSAM
1701
Eubel Brady & Suttman Asset Management
Ohio
$254K +$1.85K +19 +0.7%
EL
1702
Essex LLC
Illinois
$254K – – –
IFWM
1703
Institute for Wealth Management
Colorado
$254K – – –
GA
1704
Goldstein Advisors
Wisconsin
$253K – – –
LWM
1705
Liberty Wealth Management
California
$253K +$253K +2,598 New
1SB
1706
1ST Source Bank
Indiana
$252K -$23.1K -238 -8%
RZH
1707
Relyea Zuckerberg Hanson
Connecticut
$252K +$53.5K +550 +27%
ATC
1708
Adirondack Trust Company
New York
$251K +$36.5K +375 +17%
GIA
1709
GHP Investment Advisors
Colorado
$251K -$18.7K -192 -7%
PTP
1710
Platform Technology Partners
New York
$251K +$97 +1 +0%
MAM
1711
Morse Asset Management
Connecticut
$250K -$48.6K -500 -16%
GA
1712
Geller Advisors
New York
$250K +$250K +2,537 New
NRI
1713
NFP Retirement Inc
California
$250K -$9.24K -95 -4%
SAM
1714
Strategy Asset Managers
California
$249K -$677K -6,958 -73%
ASC
1715
Atalanta Sosnoff Capital
New York
$248K -$875 -9 -0.4%
MA
1716
MCF Advisors
Kentucky
$247K -$71.9K -734 -23%
HC
1717
Hamilton Capital
Ohio
$247K -$91.4K -940 -27%
CWM
1718
Cahaba Wealth Management
Georgia
$247K +$247K +2,541 New
LGF
1719
LGT Group Foundation
Liechtenstein
$246K -$695K -7,143 -74%
SWM
1720
Sugarloaf Wealth Management
Georgia
$245K -$7.88K -81 -3%
TAM
1721
Townsend Asset Management
North Carolina
$245K -$18.5K -190 -7%
JGIA
1722
Jackson Grant Investment Advisers
Connecticut
$245K +$21.2K +218 +9%
FUBT
1723
First United Bank & Trust
Maryland
$243K – – –
CCM
1724
Cohen Capital Management
California
$243K – – –
PEA
1725
Park Edge Advisors
Ohio
$243K – – –
67 68
69
70 71