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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 %
CWM
276
Cedar Wealth Management
California
$16M -$635K -6,935 -4%
CA
277
Cetera Advisors
Colorado
$16M +$4.42M +48,249 +38%
DA
278
Dash Acquisitions
California
$15.9M +$858K +9,474 +6%
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$15.8M -$7.64M -83,438 -33%
AI
280
Atria Investments
North Carolina
$15.7M -$363K -3,965 -2%
DIA
281
Davidson Investment Advisors
Montana
$15.6M +$333K +3,637 +2%
CLOS
282
Compagnie Lombard Odier SCmA
Switzerland
$15.5M -$181K -1,977 -1%
Brown Advisory
283
Brown Advisory
Maryland
$15.5M +$142K +1,554 +0.9%
Marshall Wace
284
Marshall Wace
United Kingdom
$15.3M +$2.83M +30,929 +23%
BPC
285
Banque Pictet & Cie
Switzerland
$15.2M -$501K -5,471 -3%
CIBC World Market
286
CIBC World Market
Ontario, Canada
$15M +$2.22M +24,190 +17%
Arrowstreet Capital
287
Arrowstreet Capital
Massachusetts
$15M +$15M +163,807 New
CFIA
288
Cantor Fitzgerald Investment Advisors
New York
$15M -$378K -4,126 -2%
AIMC
289
Alley Investment Management Company
Illinois
$14.9M +$12.3K +134 +0.1%
Daiwa Securities Group
290
Daiwa Securities Group
Japan
$14.8M +$1.28M +13,974 +9%
HNB
291
Huntington National Bank
Ohio
$14.7M -$767K -8,373 -5%
HP
292
Hosking Partners
United Kingdom
$14.6M -$70.5K -769 -0.5%
Capital Fund Management (CFM)
293
Capital Fund Management (CFM)
France
$14.5M -$17.3M -188,427 -54%
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$14.3M +$2.02M +21,999 +16%
PMG
295
ProVise Management Group
Florida
$14.1M +$46.9K +512 +0.3%
IIM
296
Intact Investment Management
Quebec, Canada
$13.9M -$91.6K -1,000 -0.7%
PD
297
Point72 (DIFC)
United Arab Emirates
$13.9M +$13.9M +151,272 New
ZDA
298
Zweig-DiMenna Associates
New York
$13.8M -$492K -5,371 -3%
EPAM
299
Euro Pacific Asset Management
Puerto Rico
$13.7M -$442K -4,852 -3%
FVWA
300
Foster Victor Wealth Advisors
South Carolina
$13.7M +$1.25M +13,987 +10%
10 11
12
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