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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
1776
Arkos Global Advisors
Texas
$207K – – –
YWM
1777
Yoder Wealth Management
California
$207K – – –
ST
1778
Sabal Trust
Florida
$206K +$206K +2,108 New
PG
1779
Patten Group
Tennessee
$205K – – –
RA
1780
Riverstone Advisors
Texas
$205K – – –
CIA
1781
Cape Investment Advisory
Georgia
$205K +$16.7K +171 +9%
PP
1782
Pegasus Partners
Wisconsin
$204K -$35.3K -362 -15%
YIA
1783
YHB Investment Advisors
Connecticut
$204K – – –
LCM
1784
Lazari Capital Management
California
$204K +$204K +2,086 New
AWM
1785
AllSquare Wealth Management
New York
$204K – – –
EWM
1786
EPG Wealth Management
Georgia
$203K -$98 -1 -0%
BL
1787
BFSG LLC
California
$203K +$203K +2,077 New
FZCM
1788
Flynn Zito Capital Management
New York
$203K +$293 +3 +0.1%
CWP
1789
Concord Wealth Partners
Virginia
$202K +$70.8K +725 +54%
CIG
1790
Cascade Investment Group
Colorado
$202K +$202K +2,070 New
DI
1791
Diligent Investors
California
$202K +$586 +6 +0.3%
DAM
1792
Doheny Asset Management
California
$201K – – –
AWM
1793
Accel Wealth Management
Iowa
$201K +$6.35K +65 +3%
ClearBridge Investments
1794
ClearBridge Investments
New York
$200K +$200K +2,050 New
TAIM
1795
TD Ameritrade Investment Management
Nebraska
$199K -$38.1K -390 -16%
HB
1796
Horizon Bancorp
Indiana
$198K -$32.4K -331 -14%
WAM
1797
WFA Asset Management
Wisconsin
$198K +$2.54K +26 +1%
FCFS
1798
First Command Financial Services
Texas
$197K -$879 -9 -0.4%
FCB
1799
First Command Bank
Texas
$197K -$879 -9 -0.4%
MHR
1800
Matthew Hamilton Rosenberg
$196K -$9.27K -95 -5%
70 71
72
73 74