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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 %
BAM
2101
Bosun Asset Management
Illinois
– -$202K -2,000 Closed
TFCP
2102
Twin Focus Capital Partners
Massachusetts
– -$202K -1,995 Closed
NFG
2103
Nadler Financial Group
Illinois
– -$202K -1,994 Closed
THL
2104
Tillman Hartley LLC
Colorado
– -$200K -1,980 Closed
EIA
2105
Eastover Investment Advisors
North Carolina
– -$200K -1,980 Closed
AO
2106
Advisor OS
Illinois
– -$200K -1,978 Closed
WOSD
2107
WFA of San Diego
California
– -$156K -1,538 Closed
LS
2108
Leelyn Smith
Illinois
– -$139K -1,378 Closed
MS
2109
Marshall & Sullivan
Washington
– -$106K -1,049 Closed
VWM
2110
Valley Wealth Managers
New Jersey
– -$50.6K -500 Closed
RFS
2111
Retirement Financial Solutions
Tennessee
– -$48.9K -483 Closed
AF
2112
Affiance Financial
Minnesota
– -$47.6K -470 Closed
WHG
2113
Westwood Holdings Group
Texas
– -$46K -456 Closed
R
2114
Rebalance
California
– -$44.8K -443 Closed
NSB
2115
Norway Savings Bank
Maine
– -$40.5K -400 Closed
MPCL
2116
My Personal CFO LLC
Washington
– -$31.4K -310 Closed
Optiver Holding
2117
Optiver Holding
Netherlands
– -$29K -291 Closed
RWMH
2118
Riverpoint Wealth Management Holdings
Illinois
– -$25.3K -250 Closed
CAS
2119
Coppell Advisory Solutions
Texas
– -$23.9K -236 Closed
CASC
2120
Coppell Advisory Solutions Corp
Texas
– -$23.9K -236 Closed
GIA
2121
Goodwin Investment Advisory
Georgia
– -$23K -227 Closed
EE
2122
EWG Elevate
California
– -$21.8K -215 Closed
SCA
2123
Stuart Chaussee & Associates
California
– -$19.7K -195 Closed
DWP
2124
Destiny Wealth Partners
Florida
– -$18.3K -180 Closed
SC
2125
Sierra Capital
Florida
– -$15K -148 Closed
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