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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 %
PIFP
1701
Partners in Financial Planning
Virginia
$233K – – –
FUBT
1702
First United Bank & Trust
Maryland
$233K -$2.59K -28 -1%
LCM
1703
LCM Capital Management
Illinois
$232K +$3.89K +42 +2%
PA
1704
PFG Advisors
Arizona
$232K -$733K -7,922 -76%
BFM
1705
Boothbay Fund Management
New York
$232K -$1.14M -12,319 -83%
CCM
1706
Cohen Capital Management
California
$231K – – –
GA
1707
Geller Advisors
New York
$231K -$22.6K -241 -9%
TBA
1708
Tower Bridge Advisors
Pennsylvania
$231K -$50.3K -543 -18%
BA
1709
Birinyi Associates
Connecticut
$231K +$231K +2,500 New
TNA
1710
True North Advisors
Texas
$230K -$17.8K -192 -7%
AI
1711
AXS Investments
New York
$230K -$86.4K -933 -27%
AF
1712
Apexium Financial
Texas
$229K +$10.8K +116 +5%
EL
1713
Essex LLC
Illinois
$229K +$463 +5 +0.2%
MCM
1714
Marathon Capital Management
Maryland
$228K – – –
BWP
1715
Balboa Wealth Partners
Arizona
$228K +$1.2K +13 +0.5%
SFP
1716
Shepherd Financial Partners
Massachusetts
$228K -$7.69K -83 -3%
RFO
1717
RiverGlades Family Offices
Florida
$228K – – –
NEWAS
1718
N.E.W. Advisory Services
Wisconsin
$228K -$71.4K -771 -24%
EWM
1719
Evermay Wealth Management
Virginia
$227K – – –
FFS
1720
Founders Financial Securities
Maryland
$227K -$22.3K -241 -9%
SWM
1721
Sugarloaf Wealth Management
Georgia
$226K +$1.48K +16 +0.7%
IIC
1722
Ironwood Investment Counsel
Arizona
$226K +$7.22K +78 +3%
OAM
1723
Occidental Asset Management
California
$226K – – –
BBNA
1724
Bremer Bank National Association
Minnesota
$226K -$30.2K -326 -12%
SAM
1725
SignalPoint Asset Management
Missouri
$226K +$185 +2 +0.1%
67 68
69
70 71