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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 %
GG
1976
Gleason Group
Kentucky
$14.8K +$195 +2 +1%
FFL
1977
Financial Freedom LLC
Ohio
$14.6K +$196 +2 +1%
CSWM
1978
Cassady Schiller Wealth Management
Ohio
$14.5K
CWA
1979
Core Wealth Advisors
Florida
$14.2K
BHWM
1980
Beaird Harris Wealth Management
Texas
$13.8K
ME
1981
McIlrath & Eck
Washington
$12.7K
MAWCM
1982
Mine & Arao Wealth Creation & Management
California
$11.5K
MIH
1983
Meitav Investment House
Israel
$11.3K +$11.3K +114 New
PPWM
1984
PFG Private Wealth Management
Florida
$10.9K +$9.08K +93 +489%
HWM
1985
HighMark Wealth Management
Minnesota
$10.6K
FPB
1986
First PREMIER Bank
South Dakota
$10K
NIC
1987
Northwest Investment Counselors
Oregon
$9.76K -$19.5K -200 -67%
ICM
1988
Islay Capital Management
Texas
$9.76K
PP
1989
Pacifica Partners
Canada
$9.75K
BWAM
1990
Boyd Watterson Asset Management
Ohio
$8.98K
BCM
1991
Basso Capital Management
Connecticut
$8.79K +$8.79K +90 New
TC
1992
Truvestments Capital
Florida
$8.1K
HWP
1993
Highline Wealth Partners
California
$8.01K
PCTC
1994
Perkins Coie Trust Company
Washington
$7.61K
JFG
1995
JDM Financial Group
Texas
$7.32K
TJHA
1996
Thomas J. Herzfeld Advisors
Florida
$7.03K
NSG
1997
Nalls Sherbakoff Group
Tennessee
$7.02K -$7.65K -85 -52%
EA
1998
Evolution Advisers
Virginia
$7K
RAM
1999
Riggs Asset Management
Pennsylvania
$6.84K +$2.25K +23 +49%
ACA
2000
Atlas Capital Advisors
Wyoming
$6.05K -$6.05K -62 -50%