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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 %
CB
1826
Community Bank
New York
$184K -$41.5K -427 -18%
SIS
1827
Sound Income Strategies
Florida
$183K -$33.4K -343 -15%
RCG
1828
Rock Creek Group
District of Columbia
$179K +$38.8K +399 +28%
TIM
1829
Thompson Investment Management
Wisconsin
$173K +$173K +1,782 New
WP
1830
WealthPLAN Partners
Nebraska
$173K -$72.3K -743 -29%
BCMLT
1831
Beacon Capital Management LLC (Tennessee)
Tennessee
$171K +$1.56K +16 +0.9%
SGC
1832
Slocum, Gordon & Co
Rhode Island
$167K – – –
HFM
1833
Harvest Fund Management
China
$167K -$14.1K -145 -8%
AAP
1834
Arax Advisory Partners
Colorado
$167K -$2.33K -24 -1%
GWS
1835
Glassman Wealth Services
Virginia
$164K -$486 -5 -0.3%
LWANC
1836
Laurel Wealth Advisors (North Carolina)
North Carolina
$163K – – –
RMC
1837
Resources Management Corp
Connecticut
$163K -$896K -3,846 -85%
POIA
1838
Pin Oak Investment Advisors
Texas
$163K – – –
UIA
1839
Ulland Investment Advisors
Minnesota
$158K – – –
MIM
1840
Meridiem Investment Management
United Kingdom
$156K – – –
DFCM
1841
Dark Forest Capital Management
Puerto Rico
$151K +$127K +1,311 +540%
WPA
1842
West Paces Advisors
Georgia
$150K +$2.33K +24 +2%
SIS
1843
Strategic Investment Solutions
Illinois
$146K +$146K +1,504 New
CAC
1844
Core Alternative Capital
Georgia
$146K +$12.4K +127 +9%
SWA
1845
Sutton Wealth Advisors
Florida
$143K -$250K -2,571 -64%
PP
1846
PrairieView Partners
Minnesota
$139K – – –
GCM
1847
Goldstream Capital Management
Hong Kong
$138K +$138K +1,424 New
VCM
1848
Versant Capital Management
Arizona
$137K +$14K +144 +11%
RBC
1849
Roble Belko & Company
Pennsylvania
$136K – – –
HIIFS
1850
Harel Insurance Investments & Financial Services
Israel
$135K – – –
72 73
74
75 76