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FLO · PM in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FLO
  • PM
0204060202120222023202420252026
Holders and value by quarter
QuarterFLOPM
Q3 202012 holders, $691m25 holders, $19.7bn
Q4 202013 holders, $747m25 holders, $21.5bn
Q1 20219 holders, $740m27 holders, $22.1bn
Q2 20218 holders, $787m20 holders, $23.2bn
Q3 20219 holders, $760m25 holders, $22.8bn
Q4 20219 holders, $898m26 holders, $22.3bn
Q1 202211 holders, $892m29 holders, $23.2bn
Q2 202210 holders, $795m28 holders, $25.8bn
Q3 202212 holders, $741m33 holders, $22.2bn
Q4 202214 holders, $896m26 holders, $27.0bn
Q1 202311 holders, $738m36 holders, $27.6bn
Q2 202312 holders, $642m29 holders, $28.9bn
Q3 202312 holders, $478m32 holders, $28.5bn
Q4 20238 holders, $457m34 holders, $28.8bn
Q1 20248 holders, $450m36 holders, $28.4bn
Q2 20246 holders, $371m31 holders, $31.4bn
Q3 20247 holders, $358m39 holders, $38.2bn
Q4 20245 holders, $302m40 holders, $36.6bn
Q1 20255 holders, $272m44 holders, $49.1bn
Q2 20254 holders, $109m44 holders, $54.3bn
Q3 20255 holders, $95m36 holders, $49.3bn
Q4 20254 holders, $44m26 holders, $50.5bn
Q1 20263 holders, $10m25 holders, $57.3bn
Q2 20262 holders, $8.7m27 holders, $63.8bn
FLO

Flowers Foods Inc

Holders
8
Reported value
$457m
Buyers
5
Sellers
4

Breadth +1 among 93 comparable managers.

PM

Philip Morris Intl Inc

Holders
34
Reported value
$28.8bn
Buyers
16
Sellers
17

Breadth -1 among 93 comparable managers.

Who holds both, Q4 2023

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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