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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 %
NL
1951
NVWM LLC
Pennsylvania
$30.7K – – –
CYG
1952
Clean Yield Group
Vermont
$30.5K – – –
FPFS
1953
First Personal Financial Services
North Carolina
$30.4K -$3.04K -30 -9%
PO
1954
Private Ocean
California
$30.4K – – –
RDFA
1955
Ritter Daniher Financial Advisory
Ohio
$30.4K – – –
PA
1956
PSI Advisors
Florida
$30.1K +$101 +1 +0.3%
SC
1957
Sawyer & Company
Massachusetts
$30K – – –
WAS
1958
Winch Advisory Services
Wisconsin
$30K +$20K +196 +200%
FFA
1959
Fairfield Financial Advisors
Massachusetts
$29.9K +$506 +5 +2%
Optiver Holding
1960
Optiver Holding
Netherlands
$29K +$29K +291 New
RTL
1961
Red Tortoise LLC
Georgia
$28.6K +$28.6K +283 New
RWMH
1962
Riverpoint Wealth Management Holdings
Illinois
$25.3K +$25.3K +250 New
DFCM
1963
Dark Forest Capital Management
Puerto Rico
$24.6K +$3.14K +31 +15%
CAS
1964
Coppell Advisory Solutions
Texas
$23.9K +$23.9K +236 New
CASC
1965
Coppell Advisory Solutions Corp
Texas
$23.9K +$23.9K +236 New
PP
1966
PFS Partners
New Jersey
$23.7K – – –
KFP
1967
KB Financial Partners
New Jersey
$23K -$1.51K -15 -6%
OAJ
1968
Ogorek Anthony Joseph
New York
$23K – – –
GIA
1969
Goodwin Investment Advisory
Georgia
$23K – – –
CDIA
1970
Capital Directions Investment Advisors
Georgia
$22.1K +$22.1K +218 New
ST
1971
Sageworth Trust
Pennsylvania
$22K +$1.82K +18 +9%
EE
1972
EWG Elevate
California
$21.8K +$21.8K +215 New
CMBA
1973
C.M. Bidwell & Associates
Hawaii
$21.7K – – –
FSWA
1974
Financial Synergies Wealth Advisors
Texas
$21.6K +$21.6K +213 New
RTC
1975
Riverview Trust Company
Washington
$21K -$29.6K -292 -59%
77 78
79
80 81