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Philip Morris

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M
Name Holding Trade Value Shares
Change
Shares
Change %
FSWA
1901
Financial Synergies Wealth Advisors
Texas
$57.6K -$9.27K -95 -14%
BBPWM
1902
Blue Bell Private Wealth Management
Pennsylvania
$55.8K +$48.8K +500 +694%
WOSD
1903
WFA of San Diego
California
$55.6K +$55.6K +570 New
FA
1904
Fiduciary Alliance
South Carolina
$55K +$55K +563 New
LFG
1905
Larson Financial Group
Missouri
$53.6K -$24.1K -247 -31%
C
1906
Covestor
United Kingdom
$53K -$291 -3 -0.5%
NA
1907
Nordwand Advisors
Pennsylvania
$52.8K
WWM
1908
Wolff Wiese Magana
California
$52K +$22.9K +235 +79%
GWSA
1909
Global Wealth Strategies & Associates
Colorado
$51.7K
2L
1910
25 LLC
Missouri
$51.3K -$804 -8 -2%
CH
1911
Canton Hathaway
Rhode Island
$51K
BSC
1912
Brown Shipley & Co
United Kingdom
$50.8K
BWM
1913
Baystate Wealth Management
Massachusetts
$50.1K -$2.64K -27 -5%
OIA
1914
Optimum Investment Advisors
Illinois
$48.8K
HC
1915
Hoese & Co
Minnesota
$48.8K
TLA
1916
Tanglewood Legacy Advisors
Texas
$47.5K
CCC
1917
Chelsea Counsel Company
California
$47.2K +$47.2K +477 New
IFS
1918
Intelligent Financial Strategies
Minnesota
$46.5K
AP
1919
Arlington Partners
Alabama
$46.5K +$4.88K +50 +12%
PWMG
1920
Prestige Wealth Management Group
New Jersey
$44.6K -$512K -5,181 -92%
CAS
1921
Coppell Advisory Solutions
Texas
$43.4K +$43.4K +444 New
AFS
1922
Annapolis Financial Services
Maryland
$43K
MLA
1923
MB, Levis & Associates
Pennsylvania
$42.6K
LWP
1924
Lumature Wealth Partners
Georgia
$42.6K
SIM
1925
Studio Investment Management
Illinois
$41.5K -$791 -8 -2%