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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 %
FCT
1851
First Community Trust
Iowa
$134K – – –
FFC
1852
First Financial Corp
Indiana
$134K – – –
FFA
1853
Farther Finance Advisors
California
$132K +$65.6K +674 +99%
AIP
1854
Ahrens Investment Partners
Louisiana
$132K +$132K +1,354 New
CWP
1855
Concord Wealth Partners
Virginia
$131K +$35.1K +361 +37%
DIP
1856
DT Investment Partners
Pennsylvania
$129K – – –
BAAM
1857
Baker Avenue Asset Management
California
$128K +$88.9K +914 +225%
BIA
1858
Bell Investment Advisors
California
$123K +$6.32K +65 +5%
AIM
1859
Acropolis Investment Management
Missouri
$121K – – –
GFPC
1860
Global Financial Private Client
Florida
$117K +$26.3K +269 +29%
ACM
1861
Adalta Capital Management
New York
$117K – – –
RG
1862
Retirement Group
California
$117K – – –
HCM
1863
Highlander Capital Management
New Jersey
$114K -$6.42K -66 -5%
AIC
1864
Archer Investment Corporation
Indiana
$113K +$1.36K +14 +1%
PG
1865
Proffitt & Goodson
Tennessee
$113K – – –
SC
1866
Stephens Consulting
Michigan
$113K +$97 +1 +0.1%
LSA
1867
Lansing Street Advisors
Pennsylvania
$113K -$50.3K -517 -31%
HWA
1868
HHM Wealth Advisors
Tennessee
$111K +$15.4K +158 +16%
SAI
1869
Systematic Alpha Investments
New Jersey
$110K +$110K +1,126 New
APW
1870
Acima Private Wealth
Virginia
$109K – – –
HBW
1871
Hazlett, Burt & Watson
West Virginia
$109K +$290 +3 +0.3%
BWM
1872
BerganKDV Wealth Management
Minnesota
$108K +$28.8K +296 +36%
CSC
1873
Cove Street Capital
California
$107K -$9.73K -100 -8%
IRC
1874
Investors Research Corp
Georgia
$107K – – –
VCM
1875
Vigilant Capital Management
Maine
$104K +$195 +2 +0.2%
73 74
75
76 77