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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 %
RG
1851
Retirement Group
California
$122K +$105K +1,036 +620%
BIA
1852
Bell Investment Advisors
California
$122K -$4.96K -49 -4%
CSC
1853
Cove Street Capital
California
$121K – – –
BWL
1854
Bogart Wealth LLC
Virginia
$121K – – –
PG
1855
Proffitt & Goodson
Tennessee
$118K – – –
PSB
1856
Piscataqua Savings Bank
New Hampshire
$117K -$9.11K -90 -7%
SC
1857
Stephens Consulting
Michigan
$117K -$33.1K -327 -22%
AIC
1858
Archer Investment Corporation
Indiana
$116K -$4.96K -49 -4%
HBW
1859
Hazlett, Burt & Watson
West Virginia
$115K +$307 +3 +0.3%
APW
1860
Acima Private Wealth
Virginia
$114K – – –
ANBT
1861
American National Bank & Trust
Texas
$112K +$60.5K +597 +118%
IRC
1862
Investors Research Corp
Georgia
$111K – – –
CPG
1863
Cornerstone Planning Group
New Jersey
$109K +$109K +1,076 New
VCM
1864
Vigilant Capital Management
Maine
$108K -$113K -1,116 -51%
AI
1865
AdvisorShares Investments
Maryland
$108K -$10.3K -102 -9%
MS
1866
Marshall & Sullivan
Washington
$106K +$106K +1,049 New
SAM
1867
S.A. Mason
Michigan
$102K +$911 +9 +0.9%
CT
1868
Colonial Trust
South Carolina
$101K -$37.3K -369 -27%
CPA
1869
Cowen Prime Advisors
New York
$101K – – –
CWP
1870
Concord Wealth Partners
Virginia
$99.9K +$99.9K +987 New
HWA
1871
HHM Wealth Advisors
Tennessee
$99.1K – – –
GFPC
1872
Global Financial Private Client
Florida
$94K – – –
PCM
1873
Perritt Capital Management
Illinois
$93.1K +$93.1K +920 New
WBC
1874
West Branch Capital
Massachusetts
$91.1K – – –
CWM
1875
Cranbrook Wealth Management
Michigan
$90.7K -$506 -5 -0.6%
73 74
75
76 77