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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
1
Invesco
Georgia
$1.59B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.58B
3
DCP
3
D1 Capital Partners
New York
$283M
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$293M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$1.02B

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$8.77M
2
GQG Partners
2
GQG Partners
Florida
$10.9M
3
Capital International Investors
3
Capital International Investors
California
$9.49B
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$553M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.04B
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.6B +$5.3M +57,288 +0%
Capital World Investors
2
Capital World Investors
California
$10.9B +$116M +1,255,962 +1%
Capital International Investors
3
Capital International Investors
California
$9.49B -$354M -3,827,421 -4%
BlackRock
4
BlackRock
New York
$8.72B -$118M -1,272,831 -1%
State Street
5
State Street
Massachusetts
$5.36B -$136M -1,446,694 -2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$4.96B +$184M +1,988,162 +4%
Morgan Stanley
7
Morgan Stanley
New York
$3.97B -$82.2M -887,643 -2%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$3.04B -$158M -1,708,695 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.69B +$55.4M +599,130 +2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$2.67B +$17.1M +184,909 +0.6%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$2.58B +$289M +3,121,732 +13%
Invesco
12
Invesco
Georgia
$1.59B +$398M +4,304,089 +34%
Bank of America
13
Bank of America
North Carolina
$1.55B +$136M +1,464,722 +10%
Fundsmith LLP
14
Fundsmith LLP
United Kingdom
$1.39B -$66.7M -720,380 -5%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$1.34B -$131M -1,410,173 -9%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.33B -$54.3M -586,213 -4%
Ameriprise
17
Ameriprise
Minnesota
$1.22B -$7.86M -85,387 -0.6%
Northern Trust
18
Northern Trust
Illinois
$1.21B -$8.38M -90,498 -0.7%
Charles Schwab
19
Charles Schwab
California
$1.2B +$7.94M +87,946 +0.7%
Fayez Sarofim & Co
20
Fayez Sarofim & Co
Texas
$1.17B +$30.6M +330,164 +3%
Nuveen Asset Management
21
Nuveen Asset Management
Illinois
$1.02B +$216M +2,336,109 +27%
Ninety One (UK)
22
Ninety One (UK)
United Kingdom
$878M +$8.26M +89,251 +0.9%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$838M -$4.51M -48,699 -0.5%
Mitsubishi UFJ Asset Management
24
Mitsubishi UFJ Asset Management
Japan
$770M +$27.7M +299,005 +4%
Federated Hermes
25
Federated Hermes
Pennsylvania
$748M -$88.5M -955,853 -11%
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