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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 %
TIM
1901
Tortoise Investment Management
New York
$73.9K -$3.11K -32 -4%
AA
1902
AlphaMark Advisors
Kentucky
$73K – – –
WIM
1903
WealthPlan Investment Management
Nebraska
$71.4K -$174K -1,785 -71%
EARNEST Partners
1904
EARNEST Partners
Georgia
$71.1K – – –
NF
1905
Norwood Financial
Pennsylvania
$70.6K – – –
PK
1906
Pflug Koory
Nebraska
$70.5K – – –
NECFA
1907
New England Capital Financial Advisors
Connecticut
$70.4K – – –
GFWA
1908
Grey Fox Wealth Advisors
Delaware
$68.7K +$2.17K +22 +3%
SWA
1909
SOA Wealth Advisors
New York
$68.5K +$389 +4 +0.6%
TCM
1910
TD Capital Management
Tennessee
$67.2K +$681 +7 +1%
MCM
1911
MV Capital Management
Maryland
$66.8K +$22.4K +230 +50%
FSWA
1912
Financial Synergies Wealth Advisors
Texas
$66.6K +$45.9K +472 +222%
HIM
1913
Hillsdale Investment Management
Ontario, Canada
$65.2K -$5.84K -60 -8%
TVWM
1914
Tower View Wealth Management
Wisconsin
$65K – – –
TCCM
1915
Timber Creek Capital Management
Massachusetts
$63.3K – – –
RWM
1916
Ruedi Wealth Management
Illinois
$63.2K – – –
KFS
1917
Kelly Financial Services
Massachusetts
$58.5K +$10.4K +107 +22%
KC
1918
Kenfarb & Co
Kentucky
$58.4K – – –
TC
1919
Tacita Capital
Ontario, Canada
$57K – – –
WPWM
1920
Western Pacific Wealth Management
Illinois
$57K – – –
C
1921
Covestor
United Kingdom
$53K +$6.95K +72 +15%
NA
1922
Nordwand Advisors
Pennsylvania
$52.6K -$1.08M -11,083 -95%
BWM
1923
Baystate Wealth Management
Massachusetts
$52.6K +$15.1K +155 +40%
GWSA
1924
Global Wealth Strategies & Associates
Colorado
$51.5K – – –
BWA
1925
BDO Wealth Advisors
Florida
$51.3K -$3.79K -39 -7%
75 76
77
78 79