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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 %
YCM
301
Yousif Capital Management
Michigan
$13.6M -$781K -8,299 -5%
SDIC
302
South Dakota Investment Council
South Dakota
$13.5M -$414K -4,400 -3%
FVWA
303
Foster Victor Wealth Advisors
South Carolina
$13.4M +$4.22M +43,857 +46%
UB
304
UMB Bank
Missouri
$13.2M -$58.1K -618 -0.4%
WTC
305
WhitTier Trust Company
Nevada
$13.2M +$59.9K +637 +0.5%
GFS
306
GYL Financial Synergies
Connecticut
$13.2M -$300K -3,184 -2%
CIBC World Market
307
CIBC World Market
Ontario, Canada
$13.2M -$213K -2,261 -2%
AssetMark Inc
308
AssetMark Inc
California
$12.9M +$2.25M +23,911 +21%
SCA
309
STALEY CAPITAL ADVISERS
Pennsylvania
$12.8M -$44.4K -472 -0.3%
PHK
310
Point72 Hong Kong
Hong Kong
$12.8M +$12.8M +135,715 New
Marshall Wace
311
Marshall Wace
United Kingdom
$12.8M +$12.8M +135,652 New
HR
312
Howe & Rusling
New York
$12.7M -$593K -6,300 -4%
Northwestern Mutual Wealth Management
313
Northwestern Mutual Wealth Management
Wisconsin
$12.6M -$11.1M -117,829 -47%
LCM
314
Logan Capital Management
Pennsylvania
$12.5M -$1.05M -11,108 -8%
CGIM
315
Capital Group Investment Management
Singapore
$12.4M -$9.47M -100,695 -43%
KeyBank National Association
316
KeyBank National Association
Ohio
$12.3M -$94.7K -1,007 -0.8%
TI
317
Trexquant Investment
Connecticut
$12.2M -$1.34M -14,252 -10%
PFP
318
Pinnacle Financial Partners
Tennessee
$12.2M +$1.76M +18,719 +17%
NO
319
Ninety One
South Africa
$12.1M +$2.22M +23,613 +22%
Wealthfront Advisers
320
Wealthfront Advisers
California
$12M +$575K +6,107 +5%
CA
321
Cetera Advisors
Colorado
$11.9M +$903K +9,593 +8%
GBWM
322
Granite Bay Wealth Management
New Hampshire
$11.8M -$276 -3 -0%
KRS
323
Kentucky Retirement Systems
Kentucky
$11.7M +$215K +2,284 +2%
Allianz Asset Management
324
Allianz Asset Management
Germany
$11.7M -$7.7M -81,813 -40%
BS
325
Banco Santander
Spain
$11.5M +$239K +2,545 +2%
11 12
13
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