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Philip Morris
PM

Overview Fund Activity

2,199 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 832 increasing their positions, 851 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
Holders Change
+63
Holders Change %
+2.95%
% of All Funds
31.99%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
198
Increased
832
Reduced
851
Closed
99
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M

Top Buyers

1
GQG Partners
1
GQG Partners
Florida
$3.67B
2
Capital World Investors
2
Capital World Investors
California
$11.7B
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$596M
4
Goldman Sachs
4
Goldman Sachs
New York
$681M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.67B

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$9.77B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.02B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.59B
4
Citadel Advisors
4
Citadel Advisors
Florida
$113M
5
State Street
5
State Street
Massachusetts
$5.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
276
Cambridge Investment Research Advisors
Iowa
$18.1M +$333K +3,288 +2%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$18M +$1.39M +13,735 +8%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$18M +$549K +5,422 +3%
SA
279
Sanctuary Advisors
Indiana
$17.9M +$17.9M +188,145 New
BPC
280
Banque Pictet & Cie
Switzerland
$17.6M +$819K +8,081 +5%
Brown Advisory
281
Brown Advisory
Maryland
$17.1M -$35.4K -349 -0.2%
MC
282
MIG Capital
California
$17.1M +$17.1M +168,383 New
CIP
283
Chartwell Investment Partners
Pennsylvania
$16.9M -$1.48M -14,590 -8%
CWM
284
Cedar Wealth Management
California
$16.8M -$905K -8,928 -5%
DIA
285
Davidson Investment Advisors
Montana
$16.7M -$479K -4,730 -3%
AssetMark Inc
286
AssetMark Inc
California
$16.6M +$1.77M +17,436 +12%
Credit Agricole
287
Credit Agricole
France
$16.5M +$5.53M +54,544 +51%
AIMC
288
Alley Investment Management Company
Illinois
$16.4M -$22.7K -224 -0.1%
Bank of Nova Scotia
289
Bank of Nova Scotia
Ontario, Canada
$16.4M -$17M -168,098 -51%
FVWA
290
Foster Victor Wealth Advisors
South Carolina
$16.3M +$102K +958 +0.6%
HNB
291
Huntington National Bank
Ohio
$16.2M -$44.1K -435 -0.3%
CFIA
292
Cantor Fitzgerald Investment Advisors
New York
$16.1M -$472K -4,660 -3%
PMG
293
ProVise Management Group
Florida
$16M +$379K +3,744 +2%
DILIC
294
Dai-ichi Life Insurance Company
Japan
$15.9M +$11.1M +110,000 +233%
MC
295
Maplelane Capital
New York
$15.9M +$15.9M +157,001 New
QOP
296
Quinn Opportunity Partners
Virginia
$15.7M +$5.93M +58,500 +61%
Allspring Global Investments
297
Allspring Global Investments
North Carolina
$15.6M +$3.06M +30,177 +24%
AI
298
Atria Investments
North Carolina
$15.3M -$1.98M -19,588 -11%
ZDA
299
Zweig-DiMenna Associates
New York
$15.3M – – –
William Blair & Company
300
William Blair & Company
Illinois
$15.2M +$864K +8,526 +6%
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