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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 %
SWP
1751
ShoreHaven Wealth Partners
New Jersey
$233K -$2.82K -29 -1%
CWC
1752
Carolinas Wealth Consulting
North Carolina
$232K +$3.32K +508 +1%
DBRC
1753
D.B. Root & Company
Pennsylvania
$232K -$97 -1 -0%
PBO
1754
Peoples Bank (Ohio)
Ohio
$231K -$12.2K -125 -5%
SEIA
1755
Signature Estate & Investment Advisors
California
$230K -$6.14K -63 -3%
BG
1756
Benedetti & Gucer
Georgia
$230K +$9.72K +100 +4%
SAM
1757
Sompo Asset Management
Japan
$230K +$8.75K +90 +4%
IIC
1758
Ironwood Investment Counsel
Arizona
$229K +$292 +3 +0.1%
HB
1759
Horizon Bancorp
Indiana
$229K -$4.76K -49 -2%
CSB
1760
City State Bank
Iowa
$228K – – –
MSA
1761
McAlister Sweet & Associates
Texas
$227K – – –
CCFM
1762
Clear Creek Financial Management
Washington
$227K +$8.07K +83 +4%
BWM
1763
BigSur Wealth Management
Florida
$227K – – –
BAM
1764
Byrne Asset Management
New Jersey
$226K +$3.41K +35 +2%
BBI
1765
Baxter Bros Inc
Connecticut
$225K – – –
BAM
1766
Bellevue Asset Management
Washington
$224K +$97 +1 +0%
SPA
1767
Sherbrooke Park Advisers
New York
$224K -$253K -2,600 -53%
UCB
1768
United Community Bank
South Carolina
$223K – – –
OPOWM
1769
One Plus One Wealth Management
Florida
$223K – – –
SFP
1770
Shepherd Financial Partners
Massachusetts
$221K +$221K +2,274 New
KFI
1771
Key Financial Inc
Pennsylvania
$220K – – –
TL
1772
Tradewinds LLC
North Carolina
$220K -$1.14M -11,680 -84%
AWM
1773
AllSquare Wealth Management
New York
$219K – – –
CD
1774
Chapin Davis
Maryland
$219K +$219K +2,252 New
CCA
1775
Cottonwood Capital Advisors
Utah
$219K -$973 -10 -0.4%
69 70
71
72 73