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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 %
BPC
276
Banque Pictet & Cie
Switzerland
$16.1M +$4.34M +46,110 +37%
HNB
277
Huntington National Bank
Ohio
$15.9M +$70.1K +745 +0.4%
BCP
278
Blue Chip Partners
Michigan
$15.8M -$148K -1,569 -0.9%
CFIA
279
Cantor Fitzgerald Investment Advisors
New York
$15.8M +$15.8M +167,742 New
Brown Advisory
280
Brown Advisory
Maryland
$15.8M -$358K -3,800 -2%
DA
281
Dash Acquisitions
California
$15.7M +$293K +3,097 +2%
Cambridge Investment Research Advisors
282
Cambridge Investment Research Advisors
Iowa
$15.7M -$1.97M -20,951 -11%
DIA
283
Davidson Investment Advisors
Montana
$15.6M +$27K +287 +0.2%
TC
284
TownSquare Capital
Utah
$15.5M -$727K -7,726 -4%
AIMC
285
Alley Investment Management Company
Illinois
$15.3M +$475K +5,047 +3%
HP
286
Hosking Partners
United Kingdom
$15.1M -$258K -2,742 -2%
Assenagon Asset Management
287
Assenagon Asset Management
Luxembourg
$14.8M +$11.2M +118,531 +305%
EPAM
288
Euro Pacific Asset Management
Puerto Rico
$14.8M -$71.8K -756 -0.5%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$14.7M +$394K +4,185 +3%
ZDA
290
Zweig-DiMenna Associates
New York
$14.7M +$14.7M +156,350 New
WAM
291
Weinberger Asset Management
California
$14.6M -$673K -7,156 -4%
PMG
292
ProVise Management Group
Florida
$14.5M +$388K +4,122 +3%
TIAA Trust, National Association
293
TIAA Trust, National Association
North Carolina
$14.4M -$916K -9,738 -6%
IIM
294
Intact Investment Management
Quebec, Canada
$14.4M -$1.28M -13,600 -8%
William Blair & Company
295
William Blair & Company
Illinois
$14.1M -$1.16M -12,298 -8%
AMI
296
Amica Mutual Insurance
Rhode Island
$13.9M – – –
Daiwa Securities Group
297
Daiwa Securities Group
Japan
$13.9M +$714K +7,591 +5%
BPA
298
Beacon Pointe Advisors
California
$13.7M -$339K -3,599 -2%
ELI
299
Empire Life Investments
Ontario, Canada
$13.7M -$1.32M -14,076 -9%
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$13.7M -$7.73M -82,136 -36%
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