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Philip Morris
PM

Overview Fund Activity

2,136 hedge funds and large institutions have $111B invested in Philip Morris in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 811 increasing their positions, 877 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,136
Holders Change
+1
Holders Change %
+0.05%
% of All Funds
30.97%
Holding in Top 10
45
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-18.18%
% of All Funds
0.65%
New
142
Increased
811
Reduced
877
Closed
117
Calls
$511M
Puts
$407M
Net Calls
+$104M
Net Calls Change
+$107M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.05B
2
GQG Partners
GQG Partners
Florida
$546M
3
LPC
Lone Pine Capital
Connecticut
$611M
4
Viking Global Investors
Viking Global Investors
Connecticut
$1.19B
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.29B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.69B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.53B
3
Ameriprise
Ameriprise
Minnesota
$589M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$2.2B
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$898M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADEF
226
Adams Diversified Equity Fund
Maryland
$23.8M +$2.98M +32,500 +14%
IGAM
227
iA Global Asset Management
Quebec, Canada
$23.8M +$1.44M +15,699 +6%
A
228
Allianz
Germany
$23.6M +$23.6M +257,503 New
Pathstone Holdings
229
Pathstone Holdings
New Jersey
$23.3M +$2.24M +24,469 +11%
GC
230
Guggenheim Capital
Illinois
$23M +$1.52M +16,629 +7%
CEI
231
Clark Estates Inc
New York
$22.9M +$1.37M +15,000 +6%
Cerity Partners
232
Cerity Partners
New York
$22.9M +$4.97M +53,929 +28%
NP
233
NorthRock Partners
Minnesota
$22.9M -$749K -8,063 -3%
AQR Capital Management
234
AQR Capital Management
Connecticut
$22.8M -$405K -4,425 -2%
SMDAM
235
Sumitomo Mitsui DS Asset Management
Japan
$22.7M +$697K +7,606 +3%
RAM
236
RWC Asset Management
United Kingdom
$22.7M -$1.46M -15,960 -6%
FFA
237
First Foundation Advisors
California
$22.5M -$6.71M -73,204 -23%
CI
238
Cincinnati Insurance
Ohio
$22.2M – – –
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$21.9M +$982K +10,722 +5%
II
240
IFM Investors
Australia
$21.8M +$2.2K +24 +0%
WT
241
Whittier Trust
California
$21.6M -$458 -5 -0%
CAN
242
Cetera Advisor Networks
California
$21.4M +$379K +4,134 +2%
Wealth Enhancement Advisory Services
243
Wealth Enhancement Advisory Services
Minnesota
$20.7M +$702K +7,667 +4%
FLII
244
First Long Island Investors
New York
$20.6M -$495K -5,400 -2%
FNF
245
Fidelity National Financial
Florida
$20.6M – – –
Public Sector Pension Investment Board (PSP Investments)
246
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$20.6M -$91.6K -1,000 -0.4%
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$20.3M +$5.93M +64,776 +41%
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$20.3M -$896K -9,775 -4%
AAM
249
Auxier Asset Management
Oregon
$20.2M +$915K +9,985 +5%
MOACM
250
Mutual of America Capital Management
New York
$20.1M -$67.5K -737 -0.3%
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