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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 %
CM
2051
Capital Management
Virginia
– -$627K -6,196 Closed
MCC
2052
Money Concepts Capital
Florida
– -$586K -5,794 Closed
GCM
2053
Gallacher Capital Management
Colorado
– -$575K -5,684 Closed
BCAM
2054
Boston Common Asset Management
Massachusetts
– -$562K -5,550 Closed
CCA
2055
Childress Capital Advisors
Texas
– -$558K -5,518 Closed
MCM
2056
McKinley Capital Management
Alaska
– -$491K -4,848 Closed
CWM
2057
Curi Wealth Management
North Carolina
– -$484K -4,782 Closed
CA
2058
Crane Advisory
California
– -$364K -3,600 Closed
PAM
2059
Premier Asset Management
Illinois
– -$356K -3,514 Closed
BHB
2060
Bank Hapoalim BM
Israel
– -$354K -3,495 Closed
FIM
2061
Freedom Investment Management
Connecticut
– -$343K -3,392 Closed
FA
2062
Fiducient Advisors
Illinois
– -$339K -3,307 Closed
LWA
2063
Lineweaver Wealth Advisors
Ohio
– -$332K -3,274 Closed
XS
2064
XR Securities
Illinois
– -$326K -3,220 Closed
TW
2065
Towerpoint Wealth
California
– -$319K -3,150 Closed
PI
2066
PEAK6 Investments
Illinois
– -$308K -3,040 Closed
JC
2067
Jacobs & Co
California
– -$303K -3,000 Closed
LIA
2068
LS Investment Advisors
Michigan
– -$303K -2,993 Closed
TLP
2069
Trinity Legacy Partners
Texas
– -$299K -2,952 Closed
SPP
2070
Single Point Partners
Massachusetts
– -$282K -2,789 Closed
HIG
2071
Heritage Investment Group
Florida
– -$281K -2,781 Closed
ACM
2072
AlphaStar Capital Management
North Carolina
– -$277K -2,733 Closed
RFA
2073
RTD Financial Advisors
Pennsylvania
– -$272K -2,692 Closed
XT
2074
XTX Topco
Cayman Islands
– -$272K -2,688 Closed
MCM
2075
Monument Capital Management
Virginia
– -$266K -2,632 Closed
81 82
83
84 85