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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 %
OLVIG
1876
Oliver Lagore Vanvalin Investment Group
Michigan
$90.4K – – –
FCMT
1877
Founders Capital Management (Texas)
Texas
$90K – – –
TFP
1878
Tilia Fiduciary Partners
North Carolina
$89.6K +$405 +4 +0.5%
ACM
1879
Antonetti Capital Management
Florida
$89.6K -$11.1K -110 -11%
CWA
1880
Clearview Wealth Advisors
Oregon
$88.5K +$2.43K +24 +3%
HS
1881
Horan Securities
United States
$86.2K +$16.1K +159 +23%
AWM
1882
Accel Wealth Management
Iowa
$85.7K – – –
GEA
1883
Glen Eagle Advisors
New Jersey
$83.2K +$2.53K +25 +3%
SPWM
1884
Spartan Planning & Wealth Management
North Carolina
$82.9K +$82.9K +819 New
BWM
1885
BerganKDV Wealth Management
Minnesota
$82.6K +$3.24K +32 +4%
HWMA
1886
Heritage Wealth Management (Arizona)
Arizona
$81.6K +$52.7K +521 +183%
HDIM
1887
Hanson & Doremus Investment Management
Vermont
$81K -$58K -575 -42%
NOI
1888
Newton One Investments
Delaware
$80.2K -$33.5K -331 -29%
TIM
1889
Tortoise Investment Management
New York
$80.2K – – –
LFG
1890
Larson Financial Group
Missouri
$80K -$3.24K -32 -4%
AA
1891
AlphaMark Advisors
Kentucky
$76K – – –
EARNEST Partners
1892
EARNEST Partners
Georgia
$74K – – –
HF
1893
Halpern Financial
Virginia
$73.9K – – –
HIM
1894
Hillsdale Investment Management
Ontario, Canada
$73.9K +$18.2K +180 +33%
NFSG
1895
Newbridge Financial Services Group
Florida
$73.9K +$18.7K +185 +34%
NECFA
1896
New England Capital Financial Advisors
Connecticut
$73.7K +$73.7K +723 New
NF
1897
Norwood Financial
Pennsylvania
$73.5K – – –
PK
1898
Pflug Koory
Nebraska
$73K – – –
SWA
1899
SOA Wealth Advisors
New York
$70.9K -$16.1K -159 -19%
TCM
1900
TD Capital Management
Tennessee
$69.3K +$6.89K +68 +11%
74 75
76
77 78