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Philip Morris

1,957 hedge funds and large institutions have $110B invested in Philip Morris in 2021 Q4 according to their latest regulatory filings, with 246 funds opening new positions, 755 increasing their positions, 670 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,957
Holders Change
+115
Holders Change %
+6.24%
% of All Funds
30.22%
Holding in Top 10
40
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-11.11%
% of All Funds
0.62%
New
246
Increased
755
Reduced
670
Closed
105
Calls
$483M
Puts
$582M
Net Calls
-$99.2M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PAM
2001
Pegasus Asset Management
New York
-$297K -3,133 Closed
FHC
2002
First Heartland Consultants
Missouri
-$286K -3,012 Closed
SG
2003
Stonnington Group
California
-$286K -3,000 Closed
EP
2004
Edgestream Partners
New Jersey
-$279K -2,947 Closed
ATPW
2005
Ashton Thomas Private Wealth
Arizona
-$279K -2,940 Closed
RCWMU
2006
Rothschild & Co Wealth Management (UK)
United Kingdom
-$277K -2,927 Closed
SSWG
2007
Seven Springs Wealth Group
Tennessee
-$274K -2,889 Closed
FIM
2008
Freedom Investment Management
Connecticut
-$274K -2,886 Closed
AIM
2009
Achmea Investment Management
Netherlands
-$271K -2,857 Closed
LWP
2010
Legacy Wealth Planning
Nevada
-$267K -2,814 Closed
FNB
2011
Farmers National Bank
Kentucky
-$231K -2,790 Closed
WAM
2012
Wakefield Asset Management
Colorado
-$263K -2,773 Closed
Financial Engines Advisors
2013
Financial Engines Advisors
California
-$261K -2,724 Closed
IWP
2014
IAG Wealth Partners
Wisconsin
-$241K -2,535 Closed
OC
2015
Oarsman Capital
Wisconsin
-$239K -2,521 Closed
AW
2016
ACG Wealth
Georgia
-$235K -2,474 Closed
MCM
2017
Monument Capital Management
Virginia
-$233K -2,453 Closed
MS
2018
Maven Securities
Jersey
-$229K -2,414 Closed
BFM
2019
Boothbay Fund Management
New York
-$225K -2,378 Closed
NAM
2020
NTV Asset Management
West Virginia
-$225K -2,370 Closed
MFW
2021
Mosaic Family Wealth
Missouri
-$224K -2,367 Closed
Members Trust
2022
Members Trust
Florida
-$232K -2,327 Closed
NEWAS
2023
N.E.W. Advisory Services
Wisconsin
-$218K -2,300 Closed
B
2024
Bridgeworth
Alabama
-$218K -2,296 Closed
SA
2025
Strategic Advisors
New York
-$216K -2,282 Closed