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Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$2.81B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.19B
3
SG Americas Securities
3
SG Americas Securities
New York
$487M
4
FIS
4
Fundsmith Investment Services
Mauritius
$379M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$966M

Top Sellers

1
Flossbach Von Storch
1
Flossbach Von Storch
Germany
$14.1M
2
Ameriprise
2
Ameriprise
Minnesota
$1.22B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.26B
4
Fundsmith LLP
4
Fundsmith LLP
United Kingdom
$1.55B
5
Franklin Resources
5
Franklin Resources
California
$628M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
1851
Baldrige Asset Management
Pennsylvania
$63K – – –
TVWM
1852
Tower View Wealth Management
Wisconsin
$61K -$14.1K -150 -19%
TCCM
1853
Timber Creek Capital Management
Massachusetts
$61K – – –
CTB
1854
Country Trust Bank
Illinois
$60K -$2.65K -28 -4%
MW
1855
Milestone Wealth
New York
$58K – – –
KC
1856
Kenfarb & Co
Kentucky
$56K – – –
MAM
1857
McCarthy Asset Management
California
$55K – – –
SWM
1858
Selective Wealth Management
Virginia
$55K – – –
ODG
1859
O'Dell Group
Ohio
$55K +$562 +6 +1%
BWA
1860
BDO Wealth Advisors
Florida
$53K +$7.17K +76 +16%
OIA
1861
Optimum Investment Advisors
Illinois
$52K +$5.41K +58 +12%
CSI
1862
Cross Staff Investments
New York
$51K +$9 +1 +0%
NFSG
1863
Newbridge Financial Services Group
Florida
$51K +$284 +3 +0.6%
BWM
1864
Baystate Wealth Management
Massachusetts
$51K +$654 +7 +1%
LSA
1865
Lansing Street Advisors
Pennsylvania
$51K +$51K +508 New
JIR
1866
James Investment Research
Ohio
$50K +$280 +3 +0.6%
CH
1867
Canton Hathaway
Rhode Island
$49K – – –
C
1868
Covestor
United Kingdom
$49K +$17.4K +186 +55%
CFN
1869
Cordasco Financial Network
Florida
$48K -$7.78K -83 -14%
LFG
1870
Larson Financial Group
Missouri
$48K +$565 +6 +1%
HC
1871
Hoese & Co
Minnesota
$47K – – –
KFS
1872
Kelly Financial Services
Massachusetts
$46.5K – – –
MFT
1873
Moisand Fitzgerald Tamayo
Florida
$46K – – –
FIA
1874
FNY Investment Advisers
New York
$46K +$46K +500 New
MCM
1875
MV Capital Management
Maryland
$45K +$7.09K +75 +19%
73 74
75
76 77