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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 %
LC
1801
Landaas & Company
Wisconsin
$206K – – –
AGA
1802
Arkos Global Advisors
Texas
$206K +$206K +2,118 New
YWM
1803
Yoder Wealth Management
California
$206K +$206K +2,116 New
PG
1804
Patten Group
Tennessee
$205K – – –
SAF
1805
Smith Anglin Financial
Texas
$205K +$1.46K +15 +0.7%
MHR
1806
Matthew Hamilton Rosenberg
$204K – – –
RA
1807
Riverstone Advisors
Texas
$204K – – –
HHGA
1808
Halbert Hargrove Global Advisors
California
$204K -$973 -10 -0.5%
YIA
1809
YHB Investment Advisors
Connecticut
$203K – – –
EWM
1810
EPG Wealth Management
Georgia
$202K -$12.5K -129 -6%
FZCM
1811
Flynn Zito Capital Management
New York
$202K -$90.7K -933 -31%
AI
1812
AdvisorShares Investments
Maryland
$201K +$97.3K +1,000 +94%
FHC
1813
First Heartland Consultants
Missouri
$201K +$1.75K +18 +0.9%
DI
1814
Diligent Investors
California
$200K +$486 +5 +0.2%
M
1815
MOTCO
Texas
$200K – – –
TFG
1816
Tilson Financial Group
New Jersey
$200K – – –
DAM
1817
Doheny Asset Management
California
$200K +$200K +2,060 New
FCB
1818
First Command Bank
Texas
$197K +$27.7K +285 +16%
FCFS
1819
First Command Financial Services
Texas
$197K +$27.7K +285 +16%
ONST
1820
Old North State Trust
North Carolina
$196K -$8.36K -86 -4%
CSC
1821
Caldwell Sutter Capital
California
$196K +$1.46K +15 +0.8%
WAM
1822
WFA Asset Management
Wisconsin
$195K +$2.43K +25 +1%
AWM
1823
Accel Wealth Management
Iowa
$194K +$111K +1,145 +135%
CWM
1824
CarsonAllaria Wealth Management
Illinois
$192K +$195 +2 +0.1%
CIA
1825
Cape Investment Advisory
Georgia
$187K +$187K +1,925 New
71 72
73
74 75