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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 %
BA
2076
Birinyi Associates
Connecticut
– -$253K -2,500 Closed
OWA
2077
One Wealth Advisors
California
– -$246K -2,431 Closed
CRC
2078
Curi RMB Capital
Illinois
– -$245K -2,416 Closed
MS
2079
Maven Securities
Jersey
– -$232K -2,297 Closed
CMS
2080
Capital Market Strategies
Florida
– -$224K -2,212 Closed
SAM
2081
Secure Asset Management
Michigan
– -$223K -2,200 Closed
KIG
2082
Kennedy Investment Group
New Jersey
– -$218K -2,154 Closed
C
2083
CEDRUS
Colorado
– -$211K -2,082 Closed
PPW
2084
Parcion Private Wealth
Washington
– -$209K -2,069 Closed
VCAM
2085
Van Cleef Asset Management
Ohio
– -$209K -2,062 Closed
RWA
2086
Redmont Wealth Advisors
Illinois
– -$208K -2,056 Closed
SCI
2087
Stableford Capital II
Arizona
– -$210K -2,055 Closed
ClearBridge Investments
2088
ClearBridge Investments
New York
– -$207K -2,050 Closed
PAM
2089
Pegasus Asset Management
New York
– -$207K -2,050 Closed
CIG
2090
Cascade Investment Group
Colorado
– -$207K -2,047 Closed
GBWM
2091
Granite Bay Wealth Management
New Hampshire
– -$207K -2,041 Closed
GWM
2092
GDS Wealth Management
Texas
– -$206K -2,036 Closed
CIA
2093
Cladis Investment Advisory
Montana
– -$204K -2,020 Closed
AIP
2094
Almanack Investment Partners
Pennsylvania
– -$204K -2,020 Closed
NCM
2095
NCM Capital Management
New Jersey
– -$203K -2,001 Closed
IFS
2096
Ifrah Financial Services
Arkansas
– -$202K -2,000 Closed
LWM
2097
LJI Wealth Management
Indiana
– -$202K -2,000 Closed
SG
2098
Stonnington Group
California
– -$204K -2,000 Closed
ERWM
2099
Elk River Wealth Management
Colorado
– -$205K -2,000 Closed
CAM
2100
Cidel Asset Management
Ontario, Canada
– -$202K -2,000 Closed
82 83
84
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