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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 %
OTL
2101
Oak Thistle LLC
New York
– -$241K -2,906 Closed
ICM
2102
IMS Capital Management
Oregon
– -$240K -2,892 Closed
BMCM
2103
Burns Matteson Capital Management
New York
– -$235K -2,833 Closed
FPCP
2104
Fort Point Capital Partners
California
– -$235K -2,825 Closed
MIA
2105
MainStreet Investment Advisors
Illinois
– -$234K -2,820 Closed
DF
2106
Donoghue Forlines
Massachusetts
– -$224K -2,704 Closed
MC
2107
Maverick Capital
Texas
– -$206K -2,485 Closed
EW
2108
Enzi Wealth
Texas
– -$200K -2,122 Closed
HGERS
2109
Householder Group Estate & Retirement Specialist
Arizona
– -$137K -1,656 Closed
CCA
2110
Column Capital Advisors
Indiana
– -$118K -1,416 Closed
OIS
2111
Okabena Investment Services
Minnesota
– -$111K -1,341 Closed
WB
2112
West Bancorporation
Iowa
– -$110K -1,322 Closed
MTCM
2113
Mint Tower Capital Management
Netherlands
– -$108K -1,300 Closed
RA
2114
Resolute Advisors
California
– -$99K -1,170 Closed
EW
2115
Evoke Wealth
California
– -$97K -1,155 Closed
SPWG
2116
Sage Private Wealth Group
Illinois
– -$93K -1,121 Closed
PFA
2117
Professional Financial Advisors
Nebraska
– -$91K -1,094 Closed
FA
2118
Financial Advantage
Maryland
– -$83K -1,000 Closed
CG
2119
Cutler Group
California
– -$75K -907 Closed
ODG
2120
O'Dell Group
Ohio
– -$50K -598 Closed
AIM
2121
Axiom Investment Management
New York
– -$42K -500 Closed
EC
2122
EdgeRock Capital
Colorado
– -$39K -472 Closed
CC
2123
Centiva Capital
New York
– -$30K -359 Closed
CWM
2124
Castle Wealth Management
Florida
– -$27K -325 Closed
SWM
2125
Selective Wealth Management
Virginia
– -$24K -285 Closed
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