PM icon

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 %
CPRC
1726
Consolidated Portfolio Review Corp
New York
$241K +$241K +2,482 New
FBB
1727
Fulton Breakefield Broenniman
Maryland
$241K +$241K +2,480 New
CCG
1728
Coastwise Capital Group
California
$241K +$2.43K +25 +1%
MCM
1729
Marathon Capital Management
Maryland
$240K – – –
ECG
1730
Edge Capital Group
Georgia
$239K -$38.8K -399 -14%
RFO
1731
RiverGlades Family Offices
Florida
$239K -$233K -2,400 -49%
PP
1732
Pegasus Partners
Wisconsin
$239K -$7.68K -79 -3%
RW
1733
Rede Wealth
Virginia
$238K – – –
SAM
1734
SignalPoint Asset Management
Missouri
$237K +$97 +1 +0%
NC
1735
NinePointTwo Capital
California
$237K +$237K +2,438 New
FPCG
1736
Fort Pitt Capital Group
Pennsylvania
$237K +$29.2K +300 +14%
EWM
1737
Evermay Wealth Management
Virginia
$237K – – –
CICI
1738
Capital Investment Counsel Inc
North Carolina
$236K – – –
CI
1739
Carroll Investors
South Carolina
$236K – – –
LCM
1740
LCM Capital Management
Illinois
$236K +$10.2K +105 +5%
TAIM
1741
TD Ameritrade Investment Management
Nebraska
$236K -$48.4K -498 -17%
S
1742
SimplyRich
California
$236K – – –
LPT
1743
Legacy Private Trust
Wisconsin
$236K -$583 -6 -0.2%
RFA
1744
Resurgent Financial Advisors
Georgia
$236K -$140K -1,437 -37%
FFA
1745
Fragasso Financial Advisors
Pennsylvania
$236K +$972 +10 +0.4%
HGERS
1746
Householder Group Estate & Retirement Specialist
Arizona
$235K +$235K +2,419 New
RIA
1747
Richwood Investment Advisors
Ohio
$234K -$3.89K -40 -2%
ICP
1748
Interchange Capital Partners
Pennsylvania
$234K +$234K +2,378 New
RWB
1749
RMR Wealth Builders
New Jersey
$234K +$234K +2,402 New
SMA
1750
Sage Mountain Advisors
Georgia
$233K +$233K +2,397 New
68 69
70
71 72