PM icon

Philip Morris

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
Name Holding Trade Value Shares
Change
Shares
Change %
SEIA
1751
Signature Estate & Investment Advisors
California
$214K +$2.86K +31 +1%
GWS
1752
Glassman Wealth Services
Virginia
$214K +$52.1K +563 +32%
BAM
1753
Bellevue Asset Management
Washington
$214K +$185 +2 +0.1%
BA
1754
Ballast Advisors
Minnesota
$213K -$3.98K -43 -2%
NC
1755
NBW Capital
Massachusetts
$213K -$16.4K -177 -7%
LA
1756
Latitude Advisors
Florida
$213K -$36.4K -393 -15%
MCM
1757
Monument Capital Management
Virginia
$212K +$212K +2,293 New
OPOWM
1758
One Plus One Wealth Management
Florida
$212K
RFA
1759
Resurgent Financial Advisors
Georgia
$212K +$2.69K +29 +1%
CCFM
1760
Clear Creek Financial Management
Washington
$212K -$15.8K -171 -7%
RSWM
1761
Robertson Stephens Wealth Management
California
$211K +$2.91K +31 +1%
IAS
1762
Investment Advisory Services
Texas
$211K +$5.37K +58 +3%
CP
1763
Castleview Partners
Texas
$211K +$10.3K +111 +5%
TIA
1764
Tandem Investment Advisors
South Carolina
$210K +$210K +2,271 New
Bank Julius Baer & Co
1765
Bank Julius Baer & Co
Switzerland
$210K -$131K -1,410 -38%
EW
1766
Evoke Wealth
California
$210K +$210K +2,236 New
BFWA
1767
Benchmark Financial Wealth Advisors
Florida
$210K -$91.8K -992 -30%
SAM
1768
Secure Asset Management
Michigan
$209K +$209K +2,259 New
KFI
1769
Key Financial Inc
Pennsylvania
$209K -$12K -130 -5%
DBT
1770
Dubuque Bank & Trust
Iowa
$209K +$209K +2,257 New
AWM
1771
AllSquare Wealth Management
New York
$209K
SXL
1772
Summit X LLC
Missouri
$208K -$919K -9,929 -82%
FWM
1773
Finer Wealth Management
Massachusetts
$208K
ATC
1774
Adirondack Trust Company
New York
$208K -$2.31K -25 -1%
CPRC
1775
Consolidated Portfolio Review Corp
New York
$207K -$8.15K -88 -4%