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Philip Morris
PM

Overview Fund Activity

2,015 hedge funds and large institutions have $113B invested in Philip Morris in 2023 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 767 increasing their positions, 779 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,015
Holders Change
-5
Holders Change %
-0.25%
% of All Funds
32.13%
Holding in Top 10
54
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5.26%
% of All Funds
0.86%
New
128
Increased
767
Reduced
779
Closed
110
Calls
$643M
Puts
$961M
Net Calls
-$318M
Net Calls Change
-$537M

Top Buyers

1
Invesco
Invesco
Georgia
$1.59B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.58B
3
DCP
D1 Capital Partners
New York
$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$293M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.02B

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$8.77M
2
GQG Partners
GQG Partners
Florida
$10.9M
3
Capital International Investors
Capital International Investors
California
$9.49B
4
Viking Global Investors
Viking Global Investors
Connecticut
$553M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2001
Activest Wealth Management
Florida
$2.6K – – –
ICM
2002
Intrepid Capital Management
Florida
$2.5K – – –
SIC
2003
SJS Investment Consulting
Ohio
$2.5K +$278 +3 +13%
NMG
2004
New Millennium Group
Utah
$2.5K +$926 +10 +59%
HI
2005
Hoey Investments
Pennsylvania
$2.32K +$2.32K +25 New
WA
2006
WestEnd Advisors
North Carolina
$2.13K +$2.13K +23 New
RTL
2007
Red Tortoise LLC
Georgia
$1.39K – – –
HH
2008
HWG Holdings
Texas
$1.23K – – –
TAM
2009
Tucker Asset Management
Colorado
$1.11K – – –
CAM
2010
ClariVest Asset Management
California
$1K +$1K +14 New
TCM
2011
Tradewinds Capital Management
Washington
$926 +$926 +10 New
MAM
2012
Marquette Asset Management
Minnesota
$834 +$834 +9 New
AWM
2013
Abound Wealth Management
Tennessee
$387 -$1.55K -16 -80%
AFG
2014
Albion Financial Group
Utah
$278 – – –
SPWM
2015
Spartan Planning & Wealth Management
North Carolina
$185 +$185 +2 New
TWP
2016
TFO Wealth Partners
Ohio
$98 – – –
BM
2017
Brandywine Managers
Delaware
– -$20.2M -207,202 Closed
VIA
2018
Vident Investment Advisory
Georgia
– -$18M -184,004 Closed
CCPM
2019
Cooper Creek Partners Management
New York
– -$14.6M -150,010 Closed
V
2020
Veritable
Delaware
– -$12.4M -127,292 Closed
VRS
2021
Virginia Retirement Systems
Virginia
– -$9.74M -99,752 Closed
PG
2022
Prostatis Group
Maryland
– -$116K -97,805 Closed
Renaissance Technologies
2023
Renaissance Technologies
New York
– -$8.94M -91,600 Closed
SMI
2024
Shelter Mutual Insurance
Missouri
– -$7.03M -71,990 Closed
WAM
2025
Weiss Asset Management
Massachusetts
– -$4.98M -51,050 Closed
79 80
81
82 83