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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 %
HB
1726
Horizon Bancorp
Indiana
$243K +$243K +2,405 New
DBRC
1727
D.B. Root & Company
Pennsylvania
$242K -$2.73K -27 -1%
IIC
1728
Ironwood Investment Counsel
Arizona
$239K +$239K +2,356 New
CSB
1729
City State Bank
Iowa
$238K -$10.1K -100 -4%
FAG
1730
Fortitude Advisory Group
Washington
$237K +$237K +2,339 New
MSA
1731
McAlister Sweet & Associates
Texas
$237K +$237K +2,339 New
BWM
1732
BigSur Wealth Management
Florida
$236K -$102K -1,000 -30%
LCM
1733
LCM Capital Management
Illinois
$235K +$235K +2,323 New
BBI
1734
Baxter Bros Inc
Connecticut
$235K -$91.2K -900 -28%
CHC
1735
City Holding Co
West Virginia
$235K -$91.1K -900 -28%
CB
1736
Community Bank
New York
$234K -$47.9K -473 -17%
SOW
1737
State of Wyoming
Wyoming
$233K +$12.1K +120 +5%
MS
1738
Maven Securities
Jersey
$232K -$1.06M -10,436 -82%
JGIA
1739
Jackson Grant Investment Advisers
Connecticut
$232K +$911 +9 +0.4%
OWA
1740
Opal Wealth Advisors
New York
$232K +$232K +2,295 New
UCB
1741
United Community Bank
South Carolina
$232K – – –
OPOWM
1742
One Plus One Wealth Management
Florida
$232K +$232K +2,292 New
BAM
1743
Bellevue Asset Management
Washington
$232K +$201 +2 +0.1%
LC
1744
Lincoln Capital
Nebraska
$231K +$231K +2,287 New
BAM
1745
Byrne Asset Management
New Jersey
$231K – – –
AWAG
1746
ARS Wealth Advisors Group
Florida
$231K +$231K +2,281 New
CT
1747
Cambridge Trust
Massachusetts
$230K -$1.8M -17,842 -89%
APP
1748
Alpha Paradigm Partners
Illinois
$230K -$431K -4,261 -65%
SAM
1749
Sompo Asset Management
Japan
$230K -$246K -2,430 -52%
BG
1750
Benedetti & Gucer
Georgia
$229K +$229K +2,266 New
68 69
70
71 72