PM icon

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
$1.59B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.58B
3
DCP
D1 Capital Partners
New York
$283M
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$293M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$1.02B

Top Sellers

1
CA
Cornerstone Advisors
North Carolina
$8.77M
2
GQG Partners
GQG Partners
Florida
$10.9M
3
Capital International Investors
Capital International Investors
California
$9.49B
4
Viking Global Investors
Viking Global Investors
Connecticut
$553M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
2076
Meeder Asset Management
Ohio
– -$227K -2,327 Closed
GFP
2077
Gryphon Financial Partners
Ohio
– -$221K -2,265 Closed
F4L
2078
Fortune 45 LLC
Louisiana
– -$222K -2,260 Closed
CA
2079
Crewe Advisors
Utah
– -$220K -2,255 Closed
CD
2080
Chapin Davis
Maryland
– -$220K -2,252 Closed
RW
2081
Rede Wealth
Virginia
– -$215K -2,202 Closed
TFCP
2082
Twin Focus Capital Partners
Massachusetts
– -$215K -2,200 Closed
PP
2083
Patron Partners
Texas
– -$214K -2,197 Closed
MFGM
2084
Marshall Financial Group (Maryland)
Maryland
– -$213K -2,180 Closed
XT
2085
XTX Topco
Cayman Islands
– -$212K -2,174 Closed
AWP
2086
Atlas Wealth Partners
Pennsylvania
– -$210K -2,150 Closed
HHRDM
2087
H&H Retirement Design & Management
Nevada
– -$216K -2,148 Closed
LC
2088
Landaas & Company
Wisconsin
– -$207K -2,121 Closed
AGA
2089
Arkos Global Advisors
Texas
– -$207K -2,118 Closed
YWM
2090
Yoder Wealth Management
California
– -$207K -2,116 Closed
ST
2091
Sabal Trust
Florida
– -$206K -2,108 Closed
PG
2092
Patten Group
Tennessee
– -$205K -2,105 Closed
Financial Engines Advisors
2093
Financial Engines Advisors
California
– -$208K -2,104 Closed
RA
2094
Riverstone Advisors
Texas
– -$205K -2,100 Closed
PP
2095
Pegasus Partners
Wisconsin
– -$204K -2,091 Closed
YIA
2096
YHB Investment Advisors
Connecticut
– -$204K -2,090 Closed
LCM
2097
Lazari Capital Management
California
– -$204K -2,086 Closed
EWM
2098
EPG Wealth Management
Georgia
– -$203K -2,081 Closed
BL
2099
BFSG LLC
California
– -$203K -2,077 Closed
FZCM
2100
Flynn Zito Capital Management
New York
– -$203K -2,075 Closed
81 82 83
84
85