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Philip Morris

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
Name Holding Trade Value Shares
Change
Shares
Change %
RDFA
1876
Ritter Daniher Financial Advisory
Ohio
$70.4K +$64.8K +700 +1,167%
ADL
1877
Asset Dedication LLC
California
$70K +$44.4K +475 +173%
CPG
1878
Cornerstone Planning Group
New Jersey
$69.2K -$10.1K -109 -13%
NECFA
1879
New England Capital Financial Advisors
Connecticut
$68.5K +$833 +9 +1%
MCM
1880
MV Capital Management
Maryland
$68K +$4.26K +46 +7%
EARNEST Partners
1881
EARNEST Partners
Georgia
$67.7K
RTC
1882
Riverview Trust Company
Washington
$67.5K +$463 +5 +0.7%
PK
1883
Pflug Koory
Nebraska
$67.1K
AA
1884
AlphaMark Advisors
Kentucky
$67K
FWA
1885
FSC Wealth Advisors
New York
$66.3K +$33.9K +366 +105%
SWA
1886
SOA Wealth Advisors
New York
$66.1K +$371 +4 +0.6%
TCM
1887
TD Capital Management
Tennessee
$64.2K -$370 -4 -0.6%
CT
1888
Clearstead Trust
Maine
$63.9K
CM
1889
Capula Management
Cayman Islands
$63K +$63K +680 New
LTI
1890
Laffer Tengler Investments
Tennessee
$61.4K -$53K -573 -46%
TCCM
1891
Timber Creek Capital Management
Massachusetts
$60.3K
RWM
1892
Ruedi Wealth Management
Illinois
$60.2K
MSFP
1893
Mark Sheptoff Financial Planning
Connecticut
$59.5K +$44K +475 +283%
BWM
1894
Baystate Wealth Management
Massachusetts
$57.4K +$9.83K +106 +21%
TVWM
1895
Tower View Wealth Management
Wisconsin
$56K +$20.3K +219 +57%
KC
1896
Kenfarb & Co
Kentucky
$55.5K
BWS
1897
Buck Wealth Strategies
Colorado
$54.8K +$32.8K +354 +149%
WWM
1898
Wolff Wiese Magana
California
$51.4K +$2.04K +22 +4%
RW
1899
RVW Wealth
California
$50.5K +$50.5K +545 New
NA
1900
Nordwand Advisors
Pennsylvania
$50.1K