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Philip Morris
PM

Overview Fund Activity

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

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECG
1776
Edge Capital Group
Georgia
$206K -$15.2K -164 -7%
CIA
1777
Cladis Investment Advisory
Montana
$206K – – –
PBK
1778
Peoples Bank (Kansas)
Kansas
$206K +$206K +2,228 New
CWM
1779
Centurion Wealth Management
Virginia
$205K +$205K +2,210 New
ACM
1780
Argyle Capital Management
Pennsylvania
$204K – – –
DIP
1781
DT Investment Partners
Pennsylvania
$203K +$46.3K +500 +29%
JCM
1782
Jacobsen Capital Management
Utah
$203K +$203K +2,195 New
CF
1783
Clarity Financial
Texas
$203K – – –
CICI
1784
Capital Investment Counsel Inc
North Carolina
$203K – – –
HIA
1785
HTG Investment Advisors
Connecticut
$202K -$58.2K -629 -22%
CC
1786
Commons Capital
Massachusetts
$201K +$93 +1 +0%
LC
1787
Lincoln Capital
Nebraska
$201K – – –
CHC
1788
City Holding Co
West Virginia
$201K -$26.7K -288 -12%
QC
1789
Quadrature Capital
United Kingdom
$201K -$2.05M -22,107 -91%
WWC
1790
Waypoint Wealth Counsel
Georgia
$200K +$1.3K +14 +0.7%
FPIS
1791
Financial Planning & Information Services
Wisconsin
$200K – – –
FCAS
1792
First Command Advisory Services
Texas
$198K +$198K +2,138 New
WAM
1793
WFA Asset Management
Wisconsin
$190K +$2.41K +26 +1%
VSQM
1794
V-Square Quantitative Management
Illinois
$190K +$190K +2,048 New
GM
1795
GeoWealth Management
Illinois
$189K -$422K -4,566 -69%
MHR
1796
Matthew Hamilton Rosenberg
$186K +$93 +1 +0%
BCMLT
1797
Beacon Capital Management LLC (Tennessee)
Tennessee
$185K – – –
CWM
1798
CarsonAllaria Wealth Management
Illinois
$181K -$1.76K -19 -1%
PCTC
1799
Perkins Coie Trust Company
Washington
$180K +$173K +1,871 +2,399%
HGERS
1800
Householder Group Estate & Retirement Specialist
Arizona
$176K +$176K +1,898 New
70 71
72
73 74