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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 %
AA
1776
Addison Advisors
Vermont
$219K -$875 -9 -0.4%
FWM
1777
Finer Wealth Management
Massachusetts
$218K +$218K +2,243 New
GFP
1778
Gryphon Financial Partners
Ohio
$218K +$12.1K +124 +6%
LC
1779
Lincoln Capital
Nebraska
$218K -$4.86K -50 -2%
OL
1780
Optas LLC
Texas
$216K +$24K +247 +12%
LSIA
1781
LaSalle St. Investment Advisors
Illinois
$216K +$216K +2,224 New
P
1782
&Partners
Tennessee
$214K -$972 -10 -0.5%
BSSFA
1783
Baron Silver Stevens Financial Advisors
Florida
$214K +$214K +2,203 New
ACM
1784
Argyle Capital Management
Pennsylvania
$214K – – –
PP
1785
Patron Partners
Texas
$214K +$214K +2,197 New
NC
1786
NBW Capital
Massachusetts
$213K +$2.33K +24 +1%
HHRDM
1787
H&H Retirement Design & Management
Nevada
$213K +$213K +2,136 New
CT
1788
Cambridge Trust
Massachusetts
$213K -$8.17K -84 -4%
MFGM
1789
Marshall Financial Group (Maryland)
Maryland
$213K – – –
WWC
1790
Waypoint Wealth Counsel
Georgia
$213K +$2.53K +26 +1%
FAG
1791
Fortitude Advisory Group
Washington
$212K -$15.1K -155 -7%
FPIS
1792
Financial Planning & Information Services
Wisconsin
$212K -$47.7K -490 -18%
BA
1793
Ballast Advisors
Minnesota
$210K – – –
CFA
1794
Compass Financial Advisors
Indiana
$210K – – –
FWA
1795
FSM Wealth Advisors
Ohio
$209K +$3.89K +40 +2%
ACM
1796
Acrisure Capital Management
Texas
$209K +$209K +2,145 New
CPWA
1797
Cerro Pacific Wealth Advisors
California
$208K +$208K +2,135 New
PPW
1798
Presilium Private Wealth
Pennsylvania
$207K – – –
CC
1799
Commons Capital
Massachusetts
$207K – – –
CHC
1800
City Holding Co
West Virginia
$206K -$19.5K -200 -9%
70 71
72
73 74