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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 %
ACM
2051
Ativo Capital Management
Illinois
– -$205K -2,157 Closed
AP
2052
Appleton Partners
Massachusetts
– -$205K -2,153 Closed
IWN
2053
Independent Wealth Network
Iowa
– -$201K -2,118 Closed
RA
2054
Riverstone Advisors
Texas
– -$200K -2,100 Closed
FPOC
2055
Financial Planners of Cleveland
Ohio
– -$212K -2,078 Closed
PPW
2056
Parcion Private Wealth
Washington
– -$212K -2,067 Closed
ONST
2057
Old North State Trust
North Carolina
– -$190K -2,002 Closed
MFP
2058
Meridian Financial Partners
Virginia
– -$202K -1,990 Closed
CFCI
2059
Comprehensive Financial Consultants Institutional
Indiana
– -$155K -1,478 Closed
SFM
2060
Signet Financial Management
New Jersey
– -$139K -1,462 Closed
PCMC
2061
Paragon Capital Management (Colorado)
Colorado
– -$127K -1,338 Closed
RK
2062
Rather & Kittrell
Tennessee
– -$96K -1,018 Closed
EPM
2063
Equitec Proprietary Markets
Illinois
– -$89K -934 Closed
Group One Trading
2064
Group One Trading
Illinois
– -$67K -707 Closed
AIM
2065
AHL Investment Management
Florida
– -$63K -668 Closed
TCM
2066
TD Capital Management
Tennessee
– -$58K -610 Closed
SPA
2067
Shore Point Advisors
New Jersey
– -$39K -410 Closed
MTWM
2068
Masso Torrence Wealth Management
New Jersey
– -$39K -407 Closed
TC
2069
Truvestments Capital
Florida
– -$19K -198 Closed
OF
2070
Outfitter Financial
Maine
– -$17K -175 Closed
CSWM
2071
Cassady Schiller Wealth Management
Ohio
– -$17K -174 Closed
AP
2072
Arlington Partners
Alabama
– -$15K -156 Closed
SIC
2073
SJS Investment Consulting
Ohio
– -$9K -98 Closed
FGAM
2074
Financial Gravity Asset Management
Texas
– -$28 -95 Closed
DFCM
2075
Dark Forest Capital Management
Puerto Rico
– -$9K -93 Closed
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