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Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.08%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.07%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$5.87B
2
Capital World Investors
Capital World Investors
California
$14.8B
3
BlackRock
BlackRock
New York
$12.6B
4
Geode Capital Management
Geode Capital Management
Massachusetts
$4.24B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$1.93B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$6.12B
2
Capital International Investors
Capital International Investors
California
$11.2B
3
Viking Global Investors
Viking Global Investors
Connecticut
$612M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.98B
5
Invesco
Invesco
Georgia
$2.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
GPW
2526
Gentry Private Wealth
Kansas
– -$374K -3,078 Closed
MPM
2527
MBB Public Markets
Illinois
– -$350K -2,880 Closed
HGERS
2528
Householder Group Estate & Retirement Specialist
Arizona
– -$345K -2,843 Closed
PWP
2529
Pursue Wealth Partners
California
– -$337K -2,779 Closed
LTI
2530
Laffer Tengler Investments
Tennessee
– -$331K -2,723 Closed
FFG
2531
Fiduciary Financial Group
California
– -$320K -2,696 Closed
JF
2532
JSF Financial
California
– -$311K -2,560 Closed
EC
2533
Elequin Capital
New York
– -$304K -2,500 Closed
MSA
2534
McAlister Sweet & Associates
Texas
– -$283K -2,335 Closed
BIM
2535
Baldwin Investment Management
Pennsylvania
– -$279K -2,300 Closed
RBFC
2536
Roman Butler Fullerton & Co
Missouri
– -$273K -2,269 Closed
LFG
2537
Lockerman Financial Group
California
– -$273K -2,246 Closed
IWP
2538
Invenio Wealth Partners
Florida
– -$262K -2,158 Closed
UBV
2539
United Bank (Virginia)
Virginia
– -$261K -2,149 Closed
PBO
2540
Peoples Bank (Ohio)
Ohio
– -$260K -2,138 Closed
TCWA
2541
Turtle Creek Wealth Advisors
Texas
– -$250K -2,060 Closed
IUHSA
2542
Itau Unibanco Holding S.A.
Brazil
– -$248K -2,039 Closed
MCC
2543
Money Concepts Capital
Florida
– -$243K -2,000 Closed
PWH
2544
Priebe Wealth Holdings
Minnesota
– -$237K -1,951 Closed
VCAM
2545
Van Cleef Asset Management
Ohio
– -$233K -1,920 Closed
BBA
2546
Braun-Bostich & Associates
Pennsylvania
– -$227K -1,872 Closed
UOTTAIMCU
2547
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
– -$227K -1,868 Closed
VFPW
2548
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$225K -1,857 Closed
AWM
2549
Allen Wealth Management
North Carolina
– -$224K -1,844 Closed
NC
2550
NBW Capital
Massachusetts
– -$223K -1,834 Closed
100 101
102
103 104