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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 %
AFS
1926
Annapolis Financial Services
Maryland
$44.8K -$4.55K -45 -9%
R
1927
Rebalance
California
$44.8K +$44.8K +443 New
PWMG
1928
Prestige Wealth Management Group
New Jersey
$44.8K -$450K -4,388 -91%
LWP
1929
Lumature Wealth Partners
Georgia
$44.1K – – –
MLA
1930
MB, Levis & Associates
Pennsylvania
$44K +$44K +435 New
TWD
1931
True Wealth Design
Ohio
$43.9K +$43.9K +434 New
SIM
1932
Studio Investment Management
Illinois
$43.3K +$10.9K +108 +34%
VF
1933
VitalStone Financial
Texas
$42K +$42K +420 New
BAAM
1934
Baker Avenue Asset Management
California
$41.1K +$41.1K +406 New
EIM
1935
Essex Investment Management
Massachusetts
$41K – – –
PCA
1936
Providence Capital Advisors
North Carolina
$41K – – –
NSB
1937
Norway Savings Bank
Maine
$40.5K -$25.3K -250 -38%
BCA
1938
Bray Capital Advisors
Florida
$40.5K – – –
NIC
1939
Northwest Investment Counselors
Oregon
$40.5K +$30.4K +300 +300%
BSWA
1940
Bromfield Sneider Wealth Advisors
Massachusetts
$39.9K – – –
BWM
1941
Baystate Wealth Management
Massachusetts
$39K -$8.1K -80 -17%
JMF
1942
Johnson Midwest Financial
Iowa
$39K +$15.6K +156 +67%
FP
1943
Financial Perspectives
Minnesota
$37.5K – – –
HWP
1944
Highline Wealth Partners
California
$37.1K +$28.8K +285 +348%
BC
1945
Barrett & Company
Rhode Island
$33.4K – – –
DWA
1946
Delos Wealth Advisors
Texas
$32.8K – – –
OA
1947
Operose Advisors
Wisconsin
$32.8K – – –
MSFP
1948
Mark Sheptoff Financial Planning
Connecticut
$32.2K +$2.02K +20 +7%
MPCL
1949
My Personal CFO LLC
Washington
$31.4K +$31.4K +310 New
WWM
1950
Wolff Wiese Magana
California
$31.2K +$1.01K +10 +3%
76 77
78
79 80