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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 %
IDA
2026
Intelligence Driven Advisers
California
– -$338K -3,305 Closed
LIA
2027
LS Investment Advisors
Michigan
– -$313K -3,293 Closed
CA
2028
Calton & Associates
Florida
– -$305K -3,215 Closed
MCM
2029
McRae Capital Management
New Jersey
– -$305K -3,211 Closed
WMA
2030
West Michigan Advisors
Michigan
– -$297K -3,131 Closed
MWAM
2031
Manhattan West Asset Management
California
– -$291K -3,067 Closed
SHWM
2032
Silicon Hills Wealth Management
Texas
– -$285K -3,000 Closed
FC
2033
Financial Council
Maryland
– -$285K -2,996 Closed
AG
2034
AlphaSimPlex Group
Massachusetts
– -$283K -2,984 Closed
HCM
2035
Howard Capital Management
Georgia
– -$285K -2,843 Closed
AA
2036
ACT Advisors
North Carolina
– -$256K -2,695 Closed
MCM
2037
Marathon Capital Management
Maryland
– -$255K -2,687 Closed
BCM
2038
Birmingham Capital Management
Alabama
– -$249K -2,625 Closed
AMCA
2039
Arthur M. Cohen & Associates
Illinois
– -$249K -2,620 Closed
KOMWMG
2040
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$238K -2,501 Closed
KM
2041
Kalos Management
Georgia
– -$231K -2,481 Closed
VBFG
2042
Vishria Bird Financial Group
Tennessee
– -$234K -2,466 Closed
APW
2043
Aurora Private Wealth
New Jersey
– -$234K -2,463 Closed
OWM
2044
Opes Wealth Management
California
– -$231K -2,434 Closed
DIM
2045
DC Investments Management
Virginia
– -$231K -2,431 Closed
AL
2046
ACAS LLC
California
– -$223K -2,343 Closed
TIA
2047
Tandem Investment Advisors
South Carolina
– -$219K -2,304 Closed
FCFC
2048
First Citizens Financial Corp
Iowa
– -$216K -2,277 Closed
QT
2049
Quantamental Technologies
New York
– -$210K -2,208 Closed
TDC
2050
Thompson Davis & Co
Virginia
– -$206K -2,169 Closed
80 81
82
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