PM icon

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 %
JIR
1926
James Investment Research
Ohio
$51K -$773 -8 -1%
ADL
1927
Asset Dedication LLC
California
$51K – – –
CH
1928
Canton Hathaway
Rhode Island
$51K – – –
BSC
1929
Brown Shipley & Co
United Kingdom
$50.6K +$50.6K +520 New
Commonwealth Equity Services
1930
Commonwealth Equity Services
Massachusetts
$49.9K +$1.05K +10,794 +2%
2L
1931
25 LLC
Missouri
$49.6K +$49.6K +519 New
CJL
1932
Cyrus J. Lawrence
New York
$49K -$81.6K -833 -62%
CG
1933
Cutler Group
California
$49K +$49K +504 New
HC
1934
Hoese & Co
Minnesota
$48.7K – – –
OIA
1935
Optimum Investment Advisors
Illinois
$48.6K – – –
TLA
1936
Tanglewood Legacy Advisors
Texas
$47.4K – – –
IFS
1937
Intelligent Financial Strategies
Minnesota
$46.3K – – –
BAM
1938
Baldrige Asset Management
Pennsylvania
$44K -$21.1K -216 -32%
AFS
1939
Annapolis Financial Services
Maryland
$42.8K -$292 -3 -0.7%
MLA
1940
MB, Levis & Associates
Pennsylvania
$42.5K +$194 +2 +0.5%
TWD
1941
True Wealth Design
Ohio
$42.4K +$195 +2 +0.5%
LWP
1942
Lumature Wealth Partners
Georgia
$42.4K – – –
SIM
1943
Studio Investment Management
Illinois
$42.2K – – –
AP
1944
Arlington Partners
Alabama
$41.4K +$41.4K +426 New
AS
1945
Altshuler Shaham
Israel
$40.5K +$40.5K +416 New
EIM
1946
Essex Investment Management
Massachusetts
$39.1K – – –
BCA
1947
Bray Capital Advisors
Florida
$38.9K – – –
PCA
1948
Providence Capital Advisors
North Carolina
$38.9K – – –
BSWA
1949
Bromfield Sneider Wealth Advisors
Massachusetts
$38.3K – – –
JMF
1950
Johnson Midwest Financial
Iowa
$38.2K +$291 +3 +0.8%
76 77
78
79 80