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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 %
SFS
2551
Sharp Financial Services
Pennsylvania
– -$217K -1,790 Closed
BCM
2552
Brown Capital Management
Maryland
– -$215K -1,770 Closed
AT
2553
American Trust
Kentucky
– -$214K -1,765 Closed
CRWM
2554
Castle Rock Wealth Management
California
– -$206K -1,735 Closed
WCG
2555
Weaver Consulting Group
California
– -$207K -1,707 Closed
KOMWMG
2556
Kerntke Otto McGlone Wealth Management Group
Wisconsin
– -$206K -1,700 Closed
HWP
2557
Hibernia Wealth Partners
Louisiana
– -$205K -1,691 Closed
NIA
2558
NIA Impact Advisors
California
– -$204K -1,680 Closed
PFA
2559
Petra Financial Advisors
Colorado
– -$204K -1,678 Closed
JSL
2560
JT Stratford LLC
Georgia
– -$203K -1,676 Closed
PWM
2561
Prentice Wealth Management
New York
– -$202K -1,667 Closed
PGWM
2562
Parisi Gray Wealth Management
New Jersey
– -$201K -1,656 Closed
PP
2563
Patron Partners
Texas
– -$200K -1,651 Closed
SIAP
2564
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$200K -1,650 Closed
VanEck Associates
2565
VanEck Associates
New York
– -$187K -1,425 Closed
PWM
2566
Partnership Wealth Management
Maryland
– -$171K -1,405 Closed
HIIFS
2567
Harel Insurance Investments & Financial Services
Israel
– -$135K -1,114 Closed
BIC
2568
Beach Investment Counsel
Pennsylvania
– -$121K -1,000 Closed
MWA
2569
MFA Wealth Advisors
Pennsylvania
– -$114K -943 Closed
Optiver Holding
2570
Optiver Holding
Netherlands
– -$106K -873 Closed
PS
2571
Planned Solutions
California
– -$78.9K -650 Closed
LFA
2572
Livelsberger Financial Advisory
Ohio
– -$69.5K -572 Closed
WPWM
2573
Western Pacific Wealth Management
Illinois
– -$69.1K -569 Closed
BSC
2574
Brown Shipley & Co
United Kingdom
– -$63.1K -520 Closed
CA
2575
Claris Advisors
Missouri
– -$62.6K -516 Closed
100 101 102
103
104