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Philip Morris
PM

Overview Fund Activity

2,038 hedge funds and large institutions have $121B invested in Philip Morris in 2022 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 815 increasing their positions, 673 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,038
Holders Change
+105
Holders Change %
+5.43%
% of All Funds
32.88%
Holding in Top 10
66
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+34.69%
% of All Funds
1.06%
New
241
Increased
815
Reduced
673
Closed
98
Calls
$770M
Puts
$601M
Net Calls
+$170M
Net Calls Change
+$9.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$1.81B
2
Capital World Investors
Capital World Investors
California
+$1.5B
3
GQG Partners
GQG Partners
Florida
+$692M
4
AWA
Arete Wealth Advisors
Illinois
+$177M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$167M

Top Sellers

1
CWM
CIBC World Markets
New York
-$1.35B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$822M
3
Fidelity International
Fidelity International
Bermuda
-$299M
4
Jane Street
Jane Street
New York
-$209M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
2076
CenterBook Partners
Connecticut
– -$527K -6,345 Closed
LAS
2077
LWM Advisory Services
Florida
– -$513K -6,118 Closed
GWSG
2078
GPS Wealth Strategies Group
Colorado
– -$495K -5,965 Closed
GCM
2079
Graham Capital Management
Connecticut
– -$493K -5,942 Closed
SFS
2080
Strategic Financial Services
New York
– -$471K -5,676 Closed
GCP
2081
GSA Capital Partners
United Kingdom
– -$469K -5,649 Closed
HIC
2082
Hartline Investment Corp
Illinois
– -$467K -5,627 Closed
IP
2083
Investment Partners
Ohio
– -$444K -5,343 Closed
WBC
2084
Westpac Banking Corp
Australia
– -$443K -5,340 Closed
BSA
2085
Braun Stacey Associates
New York
– -$379K -4,565 Closed
Q
2086
QVR
California
– -$364K -4,387 Closed
AWA
2087
Amplius Wealth Advisors
Pennsylvania
– -$360K -4,333 Closed
SFG
2088
Steward Financial Group
Texas
– -$349K -4,210 Closed
RC
2089
Rovin Capital
Arizona
– -$329K -3,965 Closed
WPIC
2090
White Pine Investment Company
Michigan
– -$315K -3,793 Closed
PIA
2091
Powell Investment Advisors
Florida
– -$302K -3,587 Closed
FAT
2092
First American Trust
California
– -$287K -3,463 Closed
SWM
2093
Stockman Wealth Management
Montana
– -$283K -3,405 Closed
LRIC
2094
Long Road Investment Counsel
Michigan
– -$282K -3,400 Closed
NICM
2095
Neo Ivy Capital Management
New York
– -$278K -3,353 Closed
PTC
2096
Petrus Trust Company
Texas
– -$277K -3,333 Closed
FRM
2097
Fox Run Management
Connecticut
– -$258K -3,114 Closed
CCMD
2098
Cypress Capital Management (Delaware)
Delaware
– -$251K -3,026 Closed
ZIG
2099
Zuckerman Investment Group
Illinois
– -$251K -3,020 Closed
EP
2100
Edgestream Partners
New Jersey
– -$245K -2,949 Closed
82 83
84
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