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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 %
BCM
1951
Blume Capital Management
California
$36.4K +$36.4K +374 New
FP
1952
Financial Perspectives
Minnesota
$36K – – –
NC
1953
NewSquare Capital
Pennsylvania
$36K +$20.1K +207 +127%
HF
1954
Halpern Financial
Virginia
$34K -$37K -380 -52%
FWA
1955
FSC Wealth Advisors
New York
$34K +$14.6K +150 +75%
BC
1956
Barrett & Company
Rhode Island
$32.1K – – –
FPFS
1957
First Personal Financial Services
North Carolina
$32.1K +$2.92K +30 +10%
PO
1958
Private Ocean
California
$32K +$2.82K +29 +10%
BFPW
1959
BOK Financial Private Wealth
Colorado
$31.8K +$31.8K +323 New
OA
1960
Operose Advisors
Wisconsin
$31.5K – – –
DWA
1961
Delos Wealth Advisors
Texas
$31.5K – – –
MSFP
1962
Mark Sheptoff Financial Planning
Connecticut
$30.9K – – –
SC
1963
Sawyer & Company
Massachusetts
$30K – – –
NL
1964
NVWM LLC
Pennsylvania
$29.6K – – –
SHIM
1965
Stone House Investment Management
Pennsylvania
$29.5K +$29.5K +303 New
NIC
1966
Northwest Investment Counselors
Oregon
$29.2K -$9.73K -100 -25%
RDFA
1967
Ritter Daniher Financial Advisory
Ohio
$29.2K – – –
WAS
1968
Winch Advisory Services
Wisconsin
$29K +$98 +1 +0.3%
WWM
1969
Wolff Wiese Magana
California
$29K -$973 -10 -3%
FFA
1970
Fairfield Financial Advisors
Massachusetts
$28.9K +$290 +3 +1%
PP
1971
PFS Partners
New Jersey
$22.8K – – –
KFP
1972
KB Financial Partners
New Jersey
$22K -$195 -2 -0.9%
OAJ
1973
Ogorek Anthony Joseph
New York
$22K – – –
CMBA
1974
C.M. Bidwell & Associates
Hawaii
$20.8K – – –
RTC
1975
Riverview Trust Company
Washington
$20.1K – – –
77 78
79
80 81