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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 %
SGC
1826
Slocum, Gordon & Co
Rhode Island
$174K +$174K +1,719 New
GWS
1827
Glassman Wealth Services
Virginia
$171K +$202 +2 +0.1%
POIA
1828
Pin Oak Investment Advisors
Texas
$170K +$10.6K +104 +7%
LWANC
1829
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K -$10.4K -103 -6%
LSA
1830
Lansing Street Advisors
Pennsylvania
$170K +$117K +1,155 +222%
UIA
1831
Ulland Investment Advisors
Minnesota
$164K – – –
MIM
1832
Meridiem Investment Management
United Kingdom
$162K – – –
WOSD
1833
WFA of San Diego
California
$156K +$156K +1,538 New
WPA
1834
West Paces Advisors
Georgia
$154K -$18K -178 -10%
AWM
1835
Atticus Wealth Management
Florida
$153K -$7.79K -77 -5%
RCG
1836
Rock Creek Group
District of Columbia
$146K -$59.5K -588 -29%
PP
1837
PrairieView Partners
Minnesota
$145K +$20.2K +200 +16%
RBC
1838
Roble Belko & Company
Pennsylvania
$142K – – –
HIIFS
1839
Harel Insurance Investments & Financial Services
Israel
$141K -$1.39M -13,850 -91%
FCT
1840
First Community Trust
Iowa
$140K -$707K -6,965 -83%
LS
1841
Leelyn Smith
Illinois
$139K +$52.6K +520 +61%
CAC
1842
Core Alternative Capital
Georgia
$139K +$28.5K +282 +26%
FFC
1843
First Financial Corp
Indiana
$139K – – –
JEST
1844
JTC Employer Solutions Trustee
Jersey
$136K – – –
CJL
1845
Cyrus J. Lawrence
New York
$135K – – –
DIP
1846
DT Investment Partners
Pennsylvania
$131K – – –
VCM
1847
Versant Capital Management
Arizona
$128K -$4.15K -41 -3%
AIM
1848
Acropolis Investment Management
Missouri
$126K +$126K +1,241 New
HCM
1849
Highlander Capital Management
New Jersey
$125K – – –
ACM
1850
Adalta Capital Management
New York
$122K – – –
72 73
74
75 76