PM icon

Philip Morris
PM

Overview Fund Activity

1,976 hedge funds and large institutions have $110B invested in Philip Morris in 2022 Q1 according to their latest regulatory filings, with 150 funds opening new positions, 796 increasing their positions, 708 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
+19
Holders Change %
+0.97%
% of All Funds
31.27%
Holding in Top 10
43
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+7.5%
% of All Funds
0.68%
New
150
Increased
796
Reduced
708
Closed
108
Calls
$652M
Puts
$621M
Net Calls
+$30.6M
Net Calls Change
+$130M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$2.81B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.19B
3
SG Americas Securities
3
SG Americas Securities
New York
$487M
4
FIS
4
Fundsmith Investment Services
Mauritius
$379M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$966M

Top Sellers

1
Flossbach Von Storch
1
Flossbach Von Storch
Germany
$14.1M
2
Ameriprise
2
Ameriprise
Minnesota
$1.22B
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.26B
4
Fundsmith LLP
4
Fundsmith LLP
United Kingdom
$1.55B
5
Franklin Resources
5
Franklin Resources
California
$628M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
201
First Foundation Advisors
California
$28.6M +$156K +1,663 +0.5%
VAM
202
Veritas Asset Management
United Kingdom
$28M +$3.83M +40,768 +16%
CI
203
Conning Inc
Connecticut
$27.9M -$7.66M -81,671 -22%
ADEF
204
Adams Diversified Equity Fund
Maryland
$27.7M – – –
VDI
205
Vaughan David Investments
Illinois
$27.5M +$316K +3,366 +1%
Mercer Global Advisors
206
Mercer Global Advisors
Colorado
$27.2M +$3.96M +42,158 +17%
FCI
207
Financial Counselors Inc
Kansas
$27.2M +$1.38M +14,715 +5%
Boston Partners
208
Boston Partners
Massachusetts
$27M -$7.15M -76,048 -21%
CB
209
Commerce Bank
Missouri
$26.9M -$573K -6,104 -2%
URS
210
Utah Retirement Systems
Utah
$26.1M -$442K -4,700 -2%
AA
211
ALPS Advisors
Colorado
$26M +$1.26M +13,370 +5%
Janus Henderson Group
212
Janus Henderson Group
United Kingdom
$25.7M +$14.3M +152,670 +126%
Creative Planning
213
Creative Planning
Kansas
$25.1M +$5.81M +61,861 +30%
DRZID
214
DePrince Race & Zollo Inc (DRZ)
Florida
$25.1M +$2.16M +22,974 +9%
JPMPWA
215
J.P. Morgan Private Wealth Advisors
California
$24.7M -$3.31M -35,258 -12%
HTC
216
Haverford Trust Company
Pennsylvania
$24.4M +$887K +9,443 +4%
FMI
217
Factory Mutual Insurance
Massachusetts
$24.3M -$38.4M -408,300 -61%
GHA
218
GW Henssler & Associates
Georgia
$24.1M +$1.04M +11,034 +5%
Public Employees Retirement Association of Colorado
219
Public Employees Retirement Association of Colorado
Colorado
$24M -$1.13M -12,075 -5%
Mirae Asset Global Investments
220
Mirae Asset Global Investments
South Korea
$24M +$221K +2,351 +0.9%
FLII
221
First Long Island Investors
New York
$23.8M +$139K +1,478 +0.6%
WT
222
Whittier Trust
California
$23.5M +$1.1M +11,717 +5%
IG
223
ING Group
Netherlands
$23.1M +$3.85M +40,932 +20%
CI
224
Cincinnati Insurance
Ohio
$22.8M – – –
PFM
225
Premier Fund Managers
United Kingdom
$22.7M +$14.7M +156,832 +185%
7 8
9
10 11