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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 %
ERWM
1801
Elk River Wealth Management
Colorado
$205K +$205K +2,000 New
CIA
1802
Cladis Investment Advisory
Montana
$204K -$58.7K -580 -22%
AIP
1803
Almanack Investment Partners
Pennsylvania
$204K +$204K +2,020 New
SG
1804
Stonnington Group
California
$204K +$204K +2,000 New
NCM
1805
NCM Capital Management
New Jersey
$203K +$203K +2,001 New
BAM
1806
Bosun Asset Management
Illinois
$202K +$202K +2,000 New
LWM
1807
LJI Wealth Management
Indiana
$202K +$202K +2,000 New
CSC
1808
Caldwell Sutter Capital
California
$202K +$202K +2,000 New
IFS
1809
Ifrah Financial Services
Arkansas
$202K +$202K +2,000 New
CAM
1810
Cidel Asset Management
Ontario, Canada
$202K +$202K +2,000 New
TFCP
1811
Twin Focus Capital Partners
Massachusetts
$202K +$202K +1,995 New
NFG
1812
Nadler Financial Group
Illinois
$202K +$202K +1,994 New
THL
1813
Tillman Hartley LLC
Colorado
$200K +$200K +1,980 New
EIA
1814
Eastover Investment Advisors
North Carolina
$200K +$200K +1,980 New
AO
1815
Advisor OS
Illinois
$200K +$200K +1,978 New
OL
1816
Optas LLC
Texas
$200K +$200K +1,978 New
WAM
1817
WFA Asset Management
Wisconsin
$200K -$4.35K -43 -2%
CWM
1818
CarsonAllaria Wealth Management
Illinois
$199K +$1.72K +17 +0.9%
CWC
1819
Carolinas Wealth Consulting
North Carolina
$189K +$652 +121 +0.3%
HFM
1820
Harvest Fund Management
China
$188K +$50.7K +501 +37%
KFI
1821
Key Financial Inc
Pennsylvania
$187K – – –
FCFS
1822
First Command Financial Services
Texas
$177K -$3.76K -37 -2%
FCB
1823
First Command Bank
Texas
$177K -$3.76K -37 -2%
BCMLT
1824
Beacon Capital Management LLC (Tennessee)
Tennessee
$176K -$11.7K -116 -6%
AAP
1825
Arax Advisory Partners
Colorado
$176K +$3.75K +37 +2%
71 72
73
74 75