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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 %
ProShare Advisors
251
ProShare Advisors
Maryland
$18.8M -$2.04M -21,648 -10%
BGDI
252
BW Gestao de Investimentos
Brazil
$18.8M +$2.35M +25,000 +14%
CWM
253
CIBC World Markets
New York
$18.8M -$7.28M -77,400 -28%
FHA
254
First Horizon Advisors
Tennessee
$18.7M -$830K -8,819 -4%
CAM
255
Cresset Asset Management
Illinois
$18.6M +$2.25M +23,624 +14%
GT
256
Glenmede Trust
Pennsylvania
$18.4M +$2M +21,274 +12%
Cerity Partners
257
Cerity Partners
New York
$18.4M +$7.33M +77,725 +66%
BCI
258
Brinker Capital Investments
Pennsylvania
$17.9M -$1.11M -11,493 -6%
OPS
259
Orion Portfolio Solutions
Nebraska
$17.9M -$1.11M -11,493 -6%
BBVA
260
Banco Bilbao Vizcaya Argentaria
Spain
$17.8M +$4.03M +42,809 +29%
BB
261
Busey Bank
Illinois
$17.8M -$663K -7,048 -4%
SOADOR
262
State of Alaska Department of Revenue
Alaska
$17.4M -$1.59M -16,850 -8%
CIP
263
Chartwell Investment Partners
Pennsylvania
$17.4M -$182K -1,935 -1%
NAM
264
Nissay Asset Management
Japan
$17.3M +$331K +3,514 +2%
RC
265
RBO & Co
California
$17.2M -$37.4K -398 -0.2%
CWM
266
Cedar Wealth Management
California
$17.1M -$377K -4,002 -2%
TH
267
TCTC Holdings
Texas
$17M +$28.4K +302 +0.2%
BCIM
268
British Columbia Investment Management
British Columbia, Canada
$16.8M +$3.53M +37,556 +27%
ACM
269
Aquatic Capital Management
Illinois
$16.7M +$3.89M +41,400 +30%
Baird Financial Group
270
Baird Financial Group
Wisconsin
$16.7M -$1.05M -11,176 -6%
AI
271
Atria Investments
North Carolina
$16.4M +$1.75M +18,653 +12%
Allspring Global Investments
272
Allspring Global Investments
North Carolina
$16.4M -$19.3M -204,845 -54%
QCM
273
QRG Capital Management
Illinois
$16.3M -$187K -1,985 -1%
X
274
Xponance
Pennsylvania
$16.2M +$593K +6,303 +4%
CLOS
275
Compagnie Lombard Odier SCmA
Switzerland
$16.1M +$1.99M +21,139 +14%
9 10
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