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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 %
BFM
1776
Boothbay Fund Management
New York
$214K -$354K -3,502 -62%
FWA
1777
FSM Wealth Advisors
Ohio
$213K +$213K +2,106 New
PG
1778
Patten Group
Tennessee
$213K +$213K +2,105 New
ONST
1779
Old North State Trust
North Carolina
$213K +$10.1K +100 +5%
HHGA
1780
Halbert Hargrove Global Advisors
California
$213K +$213K +2,104 New
MHR
1781
Matthew Hamilton Rosenberg
$213K +$101 +1 +0%
RA
1782
Riverstone Advisors
Texas
$213K +$213K +2,100 New
YIA
1783
YHB Investment Advisors
Connecticut
$212K +$212K +2,090 New
SAF
1784
Smith Anglin Financial
Texas
$211K +$211K +2,088 New
C
1785
CEDRUS
Colorado
$211K +$211K +2,082 New
SCI
1786
Stableford Capital II
Arizona
$210K +$210K +2,055 New
PPW
1787
Parcion Private Wealth
Washington
$209K +$209K +2,069 New
VCAM
1788
Van Cleef Asset Management
Ohio
$209K +$209K +2,062 New
M
1789
MOTCO
Texas
$208K +$24.1K +238 +13%
RWA
1790
Redmont Wealth Advisors
Illinois
$208K +$208K +2,056 New
DI
1791
Diligent Investors
California
$208K +$208K +2,056 New
TFG
1792
Tilson Financial Group
New Jersey
$208K +$208K +2,052 New
BC
1793
Burleson & Co
California
$208K +$1.01K +10 +0.5%
ClearBridge Investments
1794
ClearBridge Investments
New York
$207K +$207K +2,050 New
PAM
1795
Pegasus Asset Management
New York
$207K +$207K +2,050 New
CIG
1796
Cascade Investment Group
Colorado
$207K +$207K +2,047 New
GBWM
1797
Granite Bay Wealth Management
New Hampshire
$207K +$207K +2,041 New
FHC
1798
First Heartland Consultants
Missouri
$207K +$207K +2,044 New
RZH
1799
Relyea Zuckerberg Hanson
Connecticut
$206K +$206K +2,040 New
GWM
1800
GDS Wealth Management
Texas
$206K +$206K +2,036 New
70 71
72
73 74