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Philip Morris
PM

Overview Fund Activity

2,020 hedge funds and large institutions have $118B invested in Philip Morris in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 834 increasing their positions, 760 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,020
Holders Change
-13
Holders Change %
-0.64%
% of All Funds
31.86%
Holding in Top 10
57
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-5%
% of All Funds
0.9%
New
105
Increased
834
Reduced
760
Closed
102
Calls
$573M
Puts
$353M
Net Calls
+$219M
Net Calls Change
+$294M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$884M
2
Capital World Investors
Capital World Investors
California
+$426M
3
Boston Partners
Boston Partners
Massachusetts
+$322M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$237M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.7B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$179M
3
Bank of America
Bank of America
North Carolina
-$136M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$124M
5
Ameriprise
Ameriprise
Minnesota
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
CM
2076
Capula Management
Cayman Islands
– -$375K -3,861 Closed
WAM
2077
Wakefield Asset Management
Colorado
– -$365K -3,757 Closed
EFMC
2078
Empire Financial Management Company
New York
– -$359K -3,690 Closed
MGIM
2079
M&G Investment Management
United Kingdom
– -$349K -3,594 Closed
CCM
2080
Carlson Capital Management
Minnesota
– -$347K -3,573 Closed
GCMG
2081
Gyroscope Capital Management Group
Florida
– -$340K -3,500 Closed
NRD
2082
Nebula Research & Development
New York
– -$320K -3,288 Closed
ERIM
2083
Eagle Ridge Investment Management
Connecticut
– -$309K -3,181 Closed
CA
2084
Corrado Advisors
New Jersey
– -$301K -3,100 Closed
AF
2085
Alerus Financial
North Dakota
– -$295K -3,033 Closed
JHCP
2086
Jackson Hole Capital Partners
Oklahoma
– -$292K -2,999 Closed
ICM
2087
IMS Capital Management
Oregon
– -$271K -2,784 Closed
LGF
2088
LGT Group Foundation
Liechtenstein
– -$246K -2,525 Closed
CI
2089
Carroll Investors
South Carolina
– -$236K -2,438 Closed
ICP
2090
Interchange Capital Partners
Pennsylvania
– -$234K -2,378 Closed
SPA
2091
Sherbrooke Park Advisers
New York
– -$224K -2,300 Closed
BWM
2092
BigSur Wealth Management
Florida
– -$227K -2,300 Closed
OL
2093
Optas LLC
Texas
– -$216K -2,225 Closed
LSIA
2094
LaSalle St. Investment Advisors
Illinois
– -$216K -2,224 Closed
BSSFA
2095
Baron Silver Stevens Financial Advisors
Florida
– -$214K -2,203 Closed
FAG
2096
Fortitude Advisory Group
Washington
– -$212K -2,184 Closed
CFA
2097
Compass Financial Advisors
Indiana
– -$210K -2,158 Closed
ACM
2098
Acrisure Capital Management
Texas
– -$209K -2,145 Closed
PPW
2099
Presilium Private Wealth
Pennsylvania
– -$207K -2,133 Closed
SAF
2100
Smith Anglin Financial
Texas
– -$205K -2,103 Closed
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