PM icon

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 %
RDFA
2001
Ritter Daniher Financial Advisory
Ohio
$5.86K -$23.4K -240 -80%
TCA
2002
Trifecta Capital Advisors
Illinois
$5.37K
DI
2003
Disciplined Investments
Oklahoma
$5.37K -$1.27K -13 -19%
GTAM
2004
Global Trust Asset Management
Florida
$5.08K
1832 Asset Management
2005
1832 Asset Management
Ontario, Canada
$4.39K -$39.6M -405,800 -100%
AW
2006
Avion Wealth
Texas
$3K +$3K +45 New
PS
2007
PayPay Securities
Japan
$2.83K -$1.17K -12 -29%
ICM
2008
Intrepid Capital Management
Florida
$2.64K +$2.64K +27 New
AWM
2009
Activest Wealth Management
Florida
$2.6K
SIC
2010
SJS Investment Consulting
Ohio
$2.34K -$391 -4 -14%
AWM
2011
Abound Wealth Management
Tennessee
$1.97K +$1.38K +14 +233%
NMG
2012
New Millennium Group
Utah
$1.66K
RTL
2013
Red Tortoise LLC
Georgia
$1.46K -$586 -6 -29%
HH
2014
HWG Holdings
Texas
$1.29K +$1.29K +13 New
TAM
2015
Tucker Asset Management
Colorado
$1.17K
FGAM
2016
Financial Gravity Asset Management
Texas
$753 +$753 +140 New
SOW
2017
State of Wyoming
Wyoming
$293 -$410K -4,202 -100%
AFG
2018
Albion Financial Group
Utah
$293 +$293 +3 New
AIA
2019
Arcadia Investment Advisors
Idaho
$293 +$293 +3 New
TWP
2020
TFO Wealth Partners
Ohio
$98
CJL
2021
Cyrus J. Lawrence
New York
$48
Arrowstreet Capital
2022
Arrowstreet Capital
Massachusetts
-$179M -1,840,489 Closed
Qube Research & Technologies (QRT)
2023
Qube Research & Technologies (QRT)
United Kingdom
-$99.3M -1,021,076 Closed
TC
2024
TwinBeech Capital
New York
-$42M -432,000 Closed
E
2025
Ergoteles
New York
-$40.1M -412,816 Closed