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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
1
Capital World Investors
California
$10.9B
2
Capital International Investors
2
Capital International Investors
California
$10.2B
3
Citadel Advisors
3
Citadel Advisors
Florida
$344M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$879M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.2B

Top Sellers

1
BlackRock
1
BlackRock
New York
$9.18B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$4.78B
3
GQG Partners
3
GQG Partners
Florida
$2.1B
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.7B
5
State Street
5
State Street
Massachusetts
$5.6B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$13.2B +$136M +1,398,602 +1%
Capital World Investors
2
Capital World Investors
California
$10.9B +$1.18B +12,132,787 +12%
Capital International Investors
3
Capital International Investors
California
$10.2B +$447M +4,593,349 +5%
BlackRock
4
BlackRock
New York
$9.18B -$756M -7,775,353 -8%
State Street
5
State Street
Massachusetts
$5.6B -$96.1M -975,473 -2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$4.78B -$567M -5,828,502 -11%
Morgan Stanley
7
Morgan Stanley
New York
$4.18B -$48.1M -494,902 -1%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$3.4B +$108M +1,106,408 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.7B -$240M -2,471,038 -8%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$2.6B -$64.6M -663,843 -2%
GQG Partners
11
GQG Partners
Florida
$2.1B -$262M -2,691,045 -11%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$2.09B +$107M +1,099,430 +5%
Bank of America
13
Bank of America
North Carolina
$1.62B +$101M +1,037,948 +7%
Fundsmith LLP
14
Fundsmith LLP
United Kingdom
$1.6B -$1.19M -12,225 -0.1%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.58B +$128M +1,315,656 +9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.47B +$406K +4,173 +0%
Ameriprise
17
Ameriprise
Minnesota
$1.4B +$81.3M +841,668 +6%
Northern Trust
18
Northern Trust
Illinois
$1.34B -$48.1M -494,479 -3%
Fayez Sarofim & Co
19
Fayez Sarofim & Co
Texas
$1.28B +$39.2M +402,983 +3%
Invesco
20
Invesco
Georgia
$1.26B +$66.6M +684,635 +6%
Charles Schwab
21
Charles Schwab
California
$1.25B -$4.31M -45,279 -0.3%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$946M +$111M +1,138,179 +13%
Ninety One (UK)
23
Ninety One (UK)
United Kingdom
$932M +$12.9M +132,432 +1%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$889M +$2.73M +28,061 +0.3%
Federated Hermes
25
Federated Hermes
Pennsylvania
$879M +$211M +2,174,242 +32%
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