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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
$10.9B
2
Capital International Investors
Capital International Investors
California
$10.2B
3
Citadel Advisors
Citadel Advisors
Florida
$344M
4
Federated Hermes
Federated Hermes
Pennsylvania
$879M
5
Vanguard Group
Vanguard Group
Pennsylvania
$13.2B

Top Sellers

1
BlackRock
BlackRock
New York
$9.18B
2
Capital Research Global Investors
Capital Research Global Investors
California
$4.78B
3
GQG Partners
GQG Partners
Florida
$2.1B
4
Geode Capital Management
Geode Capital Management
Massachusetts
$2.7B
5
State Street
State Street
Massachusetts
$5.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
2026
Activest Wealth Management
Florida
$2.66K +$2.66K +28 New
WA
2027
WestEnd Advisors
North Carolina
$2.14K -$1.82K -18 Closed
RTL
2028
Red Tortoise LLC
Georgia
$2.04K -$25.5K -262 -93%
PPWM
2029
PFG Private Wealth Management
Florida
$1.85K -$1.56K -16 -46%
NMG
2030
New Millennium Group
Utah
$1.65K -$1.36K -14 -45%
TAM
2031
Tucker Asset Management
Colorado
$1.17K -$4.86K -50 -81%
CMA
2032
Cedar Mountain Advisors
Oregon
$973 +$973 +10 New
AWM
2033
Abound Wealth Management
Tennessee
$601 +$301 +3 +100%
CYG
2034
Clean Yield Group
Vermont
$97 -$29.1K -300 -100%
TWP
2035
TFO Wealth Partners
Ohio
$97 -$17.8K -184 -99%
Fidelity International
2036
Fidelity International
Bermuda
– -$20.2M -200,000 Closed
IL
2037
Investure LLC
Virginia
– -$15.2M -150,507 Closed
LIP
2038
Lighthouse Investment Partners
Florida
– -$14.7M -145,000 Closed
FI
2039
Fosun International
China
– -$7.93M -78,355 Closed
Parallax Volatility Advisers
2040
Parallax Volatility Advisers
California
– -$3.66M -36,170 Closed
ASGS
2041
Alpha Square Group S
New York
– -$3.54M -35,000 Closed
TF
2042
Threadgill Financial
Texas
– -$2.82M -27,877 Closed
QC
2043
Quadrature Capital
United Kingdom
– -$2.67M -26,357 Closed
CCM
2044
CTC Capital Management
Illinois
– -$2.14M -21,100 Closed
SMH
2045
Sanders Morris Harris
Texas
– -$1.65M -16,279 Closed
I
2046
InceptionR
California
– -$1.5M -14,823 Closed
KFP
2047
KMG Fiduciary Partners
Ohio
– -$1.05M -10,337 Closed
GCP
2048
Garda Capital Partners
Minnesota
– -$782K -7,730 Closed
TC
2049
Toews Corporation
New Jersey
– -$779K -7,700 Closed
FPA
2050
First Pacific Advisors
California
– -$680K -6,715 Closed
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