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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 %
CIG
2101
Cascade Investment Group
Colorado
– -$202K -2,070 Closed
DI
2102
Diligent Investors
California
– -$202K -2,067 Closed
DAM
2103
Doheny Asset Management
California
– -$201K -2,060 Closed
AWM
2104
Accel Wealth Management
Iowa
– -$201K -2,057 Closed
ClearBridge Investments
2105
ClearBridge Investments
New York
– -$200K -2,050 Closed
TAIM
2106
TD Ameritrade Investment Management
Nebraska
– -$199K -2,038 Closed
IGWM
2107
ICA Group Wealth Management
Colorado
– -$177K -1,811 Closed
WP
2108
WealthPLAN Partners
Nebraska
– -$168K -1,717 Closed
HS
2109
Horan Securities
United States
– -$91.6K -938 Closed
CWA
2110
Clearview Wealth Advisors
Oregon
– -$86.2K -883 Closed
QT
2111
Quantbot Technologies
New York
– -$78.4K -803 Closed
TFP
2112
Tilia Fiduciary Partners
North Carolina
– -$74.3K -761 Closed
ODG
2113
O'Dell Group
Ohio
– -$64.8K -663 Closed
FA
2114
Fiduciary Alliance
South Carolina
– -$55K -563 Closed
2L
2115
25 LLC
Missouri
– -$51.3K -511 Closed
FFA
2116
Fairfield Financial Advisors
Massachusetts
– -$29.6K -303 Closed
PIAS
2117
PCA Investment Advisory Services
Ohio
– -$26.9K -276 Closed
SF
2118
Safeguard Financial
Wisconsin
– -$16K -174 Closed
FGAM
2119
Financial Gravity Asset Management
Texas
– -$753 -140 Closed
MIH
2120
Meitav Investment House
Israel
– -$11.3K -114 Closed
ICM
2121
Islay Capital Management
Texas
– -$9.76K -100 Closed
BCM
2122
Basso Capital Management
Connecticut
– -$8.79K -90 Closed
EA
2123
Evolution Advisers
Virginia
– -$7K -78 Closed
DI
2124
Disciplined Investments
Oklahoma
– -$5.37K -55 Closed
AIA
2125
Arcadia Investment Advisors
Idaho
– -$293 -3 Closed
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