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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 %
FCFC
1751
First Citizens Financial Corp
Iowa
$229K +$229K +2,267 New
CCA
1752
Cottonwood Capital Advisors
Utah
$229K +$229K +2,261 New
AA
1753
Addison Advisors
Vermont
$228K +$3.14K +31 +1%
AWM
1754
AllSquare Wealth Management
New York
$228K – – –
CCFM
1755
Clear Creek Financial Management
Washington
$228K -$76.6K -757 -25%
SIS
1756
Sound Income Strategies
Florida
$225K +$1.62K +16 +0.7%
P
1757
&Partners
Tennessee
$224K +$224K +2,215 New
CMS
1758
Capital Market Strategies
Florida
$224K +$224K +2,212 New
EWM
1759
EPG Wealth Management
Georgia
$224K +$224K +2,211 New
ATC
1760
Adirondack Trust Company
New York
$224K – – –
ACM
1761
Argyle Capital Management
Pennsylvania
$223K +$223K +2,200 New
SAM
1762
Secure Asset Management
Michigan
$223K +$223K +2,200 New
MFGM
1763
Marshall Financial Group (Maryland)
Maryland
$222K +$222K +2,190 New
NC
1764
NBW Capital
Massachusetts
$220K +$220K +2,170 New
FDCC
1765
Foster Dykema Cabot & Co
Massachusetts
$219K -$52.6K -520 -19%
BA
1766
Ballast Advisors
Minnesota
$219K +$219K +2,163 New
WWC
1767
Waypoint Wealth Counsel
Georgia
$219K +$219K +2,163 New
CFA
1768
Compass Financial Advisors
Indiana
$218K +$218K +2,158 New
KIG
1769
Kennedy Investment Group
New Jersey
$218K +$218K +2,154 New
FB
1770
First Bancorp
Maine
$217K +$217K +2,140 New
FPCG
1771
Fort Pitt Capital Group
Pennsylvania
$216K +$216K +2,134 New
PPW
1772
Presilium Private Wealth
Pennsylvania
$216K +$216K +2,133 New
CC
1773
Commons Capital
Massachusetts
$216K +$216K +2,131 New
LC
1774
Landaas & Company
Wisconsin
$215K +$215K +2,121 New
GFP
1775
Gryphon Financial Partners
Ohio
$214K -$59.9K -592 -22%
69 70
71
72 73