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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
226
Whittier Trust
California
$22.2M +$173K +1,835 +0.8%
CEI
227
Clark Estates Inc
New York
$22.1M – – –
GF
228
Gabelli Funds
New York
$22.1M +$3.1M +33,000 +16%
GC
229
Guggenheim Capital
Illinois
$22M -$3.45M -36,655 -14%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$21.7M -$636K -6,759 -3%
FLII
231
First Long Island Investors
New York
$21.7M -$437K -4,649 -2%
Pathstone Holdings
232
Pathstone Holdings
New Jersey
$21.6M +$21.6M +229,142 New
CAN
233
Cetera Advisor Networks
California
$21.6M +$49.6K +527 +0.2%
Envestnet Portfolio Solutions
234
Envestnet Portfolio Solutions
Illinois
$21.4M +$1.22M +12,938 +6%
ADEF
235
Adams Diversified Equity Fund
Maryland
$21.4M – – –
SG Americas Securities
236
SG Americas Securities
New York
$21.3M +$21.1M +224,721 +16,155%
Public Sector Pension Investment Board (PSP Investments)
237
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.2M -$12.3M -130,951 -37%
FNF
238
Fidelity National Financial
Florida
$21.1M – – –
MOACM
239
Mutual of America Capital Management
New York
$20.7M -$992K -10,544 -5%
Wealth Enhancement Advisory Services
240
Wealth Enhancement Advisory Services
Minnesota
$20.6M +$598K +6,351 +3%
Janus Henderson Group
241
Janus Henderson Group
United Kingdom
$20.5M +$4.94M +52,461 +32%
Hotchkis & Wiley Capital Management
242
Hotchkis & Wiley Capital Management
California
$20.2M – – –
CIM
243
Chiron Investment Management
New York
$20.2M -$13.2M -140,009 -39%
CB
244
Commerce Bank
Missouri
$20.1M -$496K -5,275 -2%
TRCT
245
Tower Research Capital (TRC)
New York
$20M +$11.9M +126,151 +145%
IG
246
ING Group
Netherlands
$19.9M -$42.2M -448,023 -68%
FGP
247
Foyston, Gordon, & Payne
Ontario, Canada
$19.8M +$1.01M +10,788 +5%
AAM
248
Auxier Asset Management
Oregon
$19.8M +$382K +4,060 +2%
NYLIM
249
New York Life Investment Management
New York
$19.7M -$149K -1,587 -0.8%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$19.4M -$410K -4,361 -2%
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