PM icon

Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$2.81B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.19B
3
SG Americas Securities
3
SG Americas Securities
New York
$487M
4
FIS
4
Fundsmith Investment Services
Mauritius
$379M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$966M

Top Sellers

1
Flossbach Von Storch
1
Flossbach Von Storch
Germany
$14.1M
2
Ameriprise
2
Ameriprise
Minnesota
$1.22B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.26B
4
Fundsmith LLP
4
Fundsmith LLP
United Kingdom
$1.55B
5
Franklin Resources
5
Franklin Resources
California
$628M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
2001
Bluefin Capital Management
New York
– -$1.02M -10,700 Closed
EN1L
2002
Engine No 1 LLC
California
– -$1.01M -10,652 Closed
ACM
2003
Absolute Capital Management
Pennsylvania
– -$1M -10,559 Closed
Wolverine Trading
2004
Wolverine Trading
Illinois
– -$965K -10,237 Closed
AI
2005
Atom Investors
Texas
– -$903K -9,501 Closed
SS
2006
Sunbelt Securities
Texas
– -$973K -9,367 Closed
FQ
2007
First Quadrant
California
– -$834K -8,781 Closed
HWIS
2008
Hancock Whitney Investment Services
Louisiana
– -$835K -8,764 Closed
EPWM
2009
Essex Private Wealth Management
Massachusetts
– -$753K -7,927 Closed
HCC
2010
Hirtle Callaghan & Co
Pennsylvania
– -$734K -7,730 Closed
ARC
2011
Advisor Resource Council
Texas
– -$514K -5,406 Closed
CCM
2012
Crossvault Capital Management
Texas
– -$499K -5,249 Closed
BTIM
2013
BancFirst Trust & Investment Management
Oklahoma
– -$490K -5,160 Closed
GTCM
2014
Gyon Technologies Capital Management
New Jersey
– -$480K -5,055 Closed
OR
2015
Olympiad Research
Connecticut
– -$475K -5,000 Closed
RWP
2016
RWA Wealth Partners
Massachusetts
– -$392K -4,131 Closed
VAM
2017
Vontobel Asset Management
New York
– -$380K -4,032 Closed
KFA
2018
Krane Funds Advisors
New York
– -$382K -4,024 Closed
JCM
2019
Jag Capital Management
Missouri
– -$381K -4,010 Closed
DS
2020
DRW Securities
Illinois
– -$380K -4,004 Closed
SPFA
2021
Summit Place Financial Advisors
New Jersey
– -$348K -3,662 Closed
AIA
2022
Angeles Investment Advisors
California
– -$344K -3,626 Closed
AA
2023
Advisory Alpha
Michigan
– -$338K -3,556 Closed
OQS
2024
Occudo Quantitative Strategies
Florida
– -$335K -3,529 Closed
LRIC
2025
Long Road Investment Counsel
Michigan
– -$323K -3,400 Closed
79 80
81
82 83