PM icon

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 %
FFA
1901
Farther Finance Advisors
California
$68.9K +$68.9K +681 New
GFWA
1902
Grey Fox Wealth Advisors
Delaware
$68.4K +$68.4K +676 New
BAM
1903
Baldrige Asset Management
Pennsylvania
$68K – – –
TVWM
1904
Tower View Wealth Management
Wisconsin
$68K +$916 +9 +1%
TCCM
1905
Timber Creek Capital Management
Massachusetts
$65.9K – – –
RWM
1906
Ruedi Wealth Management
Illinois
$65.8K +$65.8K +650 New
KC
1907
Kenfarb & Co
Kentucky
$60.7K – – –
TC
1908
Tacita Capital
Ontario, Canada
$60K – – –
WPWM
1909
Western Pacific Wealth Management
Illinois
$59.3K +$54.2K +536 +1,072%
BWA
1910
BDO Wealth Advisors
Florida
$57.4K +$202 +2 +0.4%
JIR
1911
James Investment Research
Ohio
$54K – – –
GWSA
1912
Global Wealth Strategies & Associates
Colorado
$53.6K +$53.6K +530 New
CH
1913
Canton Hathaway
Rhode Island
$53K – – –
ADL
1914
Asset Dedication LLC
California
$52K +$9.13K +92 +21%
VWM
1915
Valley Wealth Managers
New Jersey
$50.6K -$55.3K -546 -52%
OIA
1916
Optimum Investment Advisors
Illinois
$50.6K – – –
KFS
1917
Kelly Financial Services
Massachusetts
$50.1K – – –
HC
1918
Hoese & Co
Minnesota
$50K – – –
TLA
1919
Tanglewood Legacy Advisors
Texas
$49.3K +$49.3K +487 New
RFS
1920
Retirement Financial Solutions
Tennessee
$48.9K +$48.9K +483 New
IFS
1921
Intelligent Financial Strategies
Minnesota
$48.2K – – –
C
1922
Covestor
United Kingdom
$48K +$302 +3 +0.6%
AF
1923
Affiance Financial
Minnesota
$47.6K +$47.6K +470 New
MCM
1924
MV Capital Management
Maryland
$46.3K -$26.2K -259 -36%
WHG
1925
Westwood Holdings Group
Texas
$46K +$46K +456 New
75 76
77
78 79