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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 %
WAS
1951
Winch Advisory Services
Wisconsin
$29K +$98 +1 +0.3%
ADL
1952
Asset Dedication LLC
California
$27K -$24.6K -250 -48%
PIAS
1953
PCA Investment Advisory Services
Ohio
$26.9K +$26.9K +276 New
CTWM
1954
Cherry Tree Wealth Management
Minnesota
$26.3K +$26.3K +269 New
TC
1955
Trust Company
Kansas
$25.8K +$25.8K +264 New
JFA
1956
JNBA Financial Advisors
Minnesota
$24.4K +$9.57K +98 +64%
NRG
1957
Nemes Rush Group
Michigan
$24K +$24K +246 New
MCA
1958
Maryland Capital Advisors
Maryland
$23.3K +$23.3K +239 New
TWD
1959
True Wealth Design
Ohio
$23.3K -$19.3K -198 -45%
BWS
1960
Buck Wealth Strategies
Colorado
$23.2K +$19.6K +201 +543%
PP
1961
PFS Partners
New Jersey
$22.8K
CTB
1962
Country Trust Bank
Illinois
$22.4K +$3.91K +40 +21%
OAJ
1963
Ogorek Anthony Joseph
New York
$22K
CMBA
1964
C.M. Bidwell & Associates
Hawaii
$20.9K
WWP
1965
WR Wealth Planners
Missouri
$20K
HDIM
1966
Hanson & Doremus Investment Management
Vermont
$20K
RDIA
1967
RE Dickinson Investment Advisors
Iowa
$20K
FRA
1968
Front Row Advisors
California
$20K +$15.9K +162 +386%
BCA
1969
Bray Capital Advisors
Florida
$19.5K -$19.5K -200 -50%
SJIM
1970
St. Johns Investment Management
Florida
$19.5K +$19.5K +200 New
MFT
1971
Moisand Fitzgerald Tamayo
Florida
$16.8K
MSFP
1972
Mark Sheptoff Financial Planning
Connecticut
$16.4K -$14.6K -150 -47%
MFA
1973
McClarren Financial Advisors
Pennsylvania
$16K -$277 -3 -2%
SF
1974
Safeguard Financial
Wisconsin
$16K +$16K +174 New
NC
1975
NewSquare Capital
Pennsylvania
$15.9K -$20.2K -207 -56%