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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
+$398M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$289M
3
DCP
D1 Capital Partners
New York
+$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
+$267M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$216M

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
-$2.44B
2
GQG Partners
GQG Partners
Florida
-$376M
3
Capital International Investors
Capital International Investors
California
-$354M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$285M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$158M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
2051
V Wealth Advisors
Kansas
– -$462K -4,736 Closed
SC
2052
SRB Corp
Massachusetts
– -$458K -4,695 Closed
CF
2053
Corrigan Financial
Rhode Island
– -$449K -4,602 Closed
WPA
2054
Winning Points Advisors
Florida
– -$424K -4,510 Closed
WFMPM
2055
Woodley Farra Manion Portfolio Management
Indiana
– -$436K -4,409 Closed
SFG
2056
Steward Financial Group
Texas
– -$429K -4,399 Closed
PIM
2057
Provident Investment Management
Michigan
– -$409K -4,186 Closed
WFI
2058
West Family Investments
California
– -$401K -4,103 Closed
EFI
2059
EHP Funds Inc
Canada
– -$342K -3,500 Closed
TSS
2060
Two Sigma Securities
New York
– -$304K -3,119 Closed
PAMG
2061
Patton Albertson Miller Group
Tennessee
– -$293K -3,005 Closed
AT
2062
American Trust
Kentucky
– -$285K -2,922 Closed
VFPW
2063
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$285K -2,915 Closed
GCM
2064
Gallacher Capital Management
Colorado
– -$276K -2,823 Closed
TA
2065
TFB Advisors
Kansas
– -$271K -2,773 Closed
WA
2066
WealthTrust Axiom
Pennsylvania
– -$268K -2,742 Closed
CWM
2067
Cahaba Wealth Management
Georgia
– -$262K -2,684 Closed
PAS
2068
Professional Advisory Services
Florida
– -$252K -2,585 Closed
MAM
2069
Morse Asset Management
Connecticut
– -$251K -2,570 Closed
BG
2070
Benedetti & Gucer
Georgia
– -$249K -2,547 Closed
FAT
2071
First American Trust
California
– -$248K -2,539 Closed
FBB
2072
Fulton Breakefield Broenniman
Maryland
– -$242K -2,474 Closed
WI
2073
WBI Investments
New Jersey
– -$241K -2,473 Closed
FMC
2074
First Merchants Corp
Indiana
– -$238K -2,437 Closed
TA
2075
TrueWealth Advisors
Alabama
– -$235K -2,402 Closed
81 82
83
84 85