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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOW
1851
State of Wyoming
Wyoming
$99.5K +$99.2K +1,072 +35,733%
PSB
1852
Piscataqua Savings Bank
New Hampshire
$98.1K – – –
NF
1853
Norwood Financial
Pennsylvania
$96.6K – – –
HB
1854
Horizon Bancorp
Indiana
$91K -$97.4K -1,047 -52%
TIM
1855
Tortoise Investment Management
New York
$89.1K +$278 +3 +0.3%
SAM
1856
S.A. Mason
Michigan
$88.6K -$5.74K -62 -6%
AWM
1857
Atticus Wealth Management
Florida
$87.3K -$3.98K -43 -4%
JEST
1858
JTC Employer Solutions Trustee
Jersey
$87K – – –
PCM
1859
Perritt Capital Management
Illinois
$85.2K – – –
GFPC
1860
Global Financial Private Client
Florida
$84.9K – – –
CWM
1861
Cranbrook Wealth Management
Michigan
$84.2K +$463 +5 +0.6%
WBC
1862
West Branch Capital
Massachusetts
$83.3K – – –
ACM
1863
Antonetti Capital Management
Florida
$83.1K – – –
M
1864
MOTCO
Texas
$82.5K -$15.6K -168 -16%
AWA
1865
Authentikos Wealth Advisory
California
$82K +$82K +886 New
AI
1866
AdvisorShares Investments
Maryland
$81.4K -$13.9K -150 -15%
KFS
1867
Kelly Financial Services
Massachusetts
$79.5K +$2.68K +29 +3%
PCFFS
1868
Pacific Center for Financial Services
California
$78.2K – – –
KFP
1869
KB Financial Partners
New Jersey
$78K +$17.9K +193 +30%
TC
1870
Tacita Capital
Ontario, Canada
$76.8K +$22.2K +240 +41%
NOI
1871
Newton One Investments
Delaware
$75.3K +$926 +10 +1%
GEA
1872
Glen Eagle Advisors
New Jersey
$74.5K – – –
ITIM
1873
Indiana Trust & Investment Management
Indiana
$74.2K +$74.2K +801 New
FSWA
1874
Financial Synergies Wealth Advisors
Texas
$73.4K +$18.7K +202 +34%
ANBT
1875
American National Bank & Trust
Texas
$72.1K -$8.61K -93 -11%
73 74
75
76 77