PM icon

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 %
PP
2001
Pacifica Partners
Canada
$9.86K – – –
ICM
2002
Islay Capital Management
Texas
$9.73K – – –
BWAM
2003
Boyd Watterson Asset Management
Ohio
$8.95K – – –
RFA
2004
Register Financial Advisors
Georgia
$8.17K – – –
TC
2005
Truvestments Capital
Florida
$8.07K -$4.38K -45 -35%
PCM
2006
Penserra Capital Management
California
$8K -$3.04M -31,957 -100%
HWP
2007
Highline Wealth Partners
California
$7.98K -$27.7K -285 -78%
PCTC
2008
Perkins Coie Trust Company
Washington
$7.59K – – –
MTIC
2009
Missouri Trust & Investment Company
Missouri
$7.29K – – –
JFG
2010
JDM Financial Group
Texas
$7.29K – – –
BBPWM
2011
Blue Bell Private Wealth Management
Pennsylvania
$7K – – –
TJHA
2012
Thomas J. Herzfeld Advisors
Florida
$7K – – –
EA
2013
Evolution Advisers
Virginia
$7K – – –
DI
2014
Disciplined Investments
Oklahoma
$6.61K +$1.26K +13 +24%
TCA
2015
Trifecta Capital Advisors
Illinois
$5.35K – – –
GTAM
2016
Global Trust Asset Management
Florida
$5.06K – – –
SSC
2017
Syverson Strege & Co
Iowa
$4.86K – – –
BA
2018
Bellwether Advisors
Nebraska
$4.86K – – –
RAM
2019
Riggs Asset Management
Pennsylvania
$4.62K +$4.62K +47 New
VF
2020
VitalStone Financial
Texas
$4K -$38K -380 -90%
FRA
2021
Front Row Advisors
California
$4K – – –
PS
2022
PayPay Securities
Japan
$3.99K -$2.63K -27 -40%
BWS
2023
Buck Wealth Strategies
Colorado
$3.62K +$3.62K +37 New
CQS
2024
Credential Qtrade Securities
$3.11K +$3.11K +32 New
SIC
2025
SJS Investment Consulting
Ohio
$2.72K +$195 +2 +8%
79 80
81
82 83