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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
+$640M
2
GQG Partners
GQG Partners
Florida
+$535M
3
LPC
Lone Pine Capital
Connecticut
+$336M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$311M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$247M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.51B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.06B
3
Ameriprise
Ameriprise
Minnesota
-$448M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$269M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
AMI
301
Amica Mutual Insurance
Rhode Island
$13.5M – – –
LCM
302
Logan Capital Management
Pennsylvania
$13.5M +$1.27M +13,867 +10%
AssetMark Inc
303
AssetMark Inc
California
$13.4M +$862K +9,406 +7%
SDIC
304
South Dakota Investment Council
South Dakota
$13.1M – – –
WTC
305
WhitTier Trust Company
Nevada
$13.1M +$236K +2,580 +2%
BP
306
BBR Partners
New York
$13M +$7.91M +86,310 +154%
William Blair & Company
307
William Blair & Company
Illinois
$13M -$723K -7,893 -5%
GFS
308
GYL Financial Synergies
Connecticut
$13M +$132K +1,443 +1%
YCM
309
Yousif Capital Management
Michigan
$13M -$327K -3,564 -2%
IMA
310
Investment Management Associates
Colorado
$12.9M +$3.99M +43,500 +45%
HR
311
Howe & Rusling
New York
$12.8M +$406K +4,436 +3%
PFP
312
Pinnacle Financial Partners
Tennessee
$12.6M +$768K +8,385 +6%
SCA
313
STALEY CAPITAL ADVISERS
Pennsylvania
$12.5M -$5.59K -61 -0%
SSA
314
Schonfeld Strategic Advisors
New York
$12.5M +$1.64M +17,943 +15%
ELI
315
Empire Life Investments
Ontario, Canada
$12.4M -$930K -10,150 -7%
BBVA
316
Banco Bilbao Vizcaya Argentaria
Spain
$12.2M -$5.17M -56,466 -30%
OPERF
317
Oregon Public Employees Retirement Fund
Oregon
$12.2M +$1.06M +11,554 +10%
WAM
318
Weinberger Asset Management
California
$12.2M -$2.09M -22,820 -15%
OSAM
319
O'Shaughnessy Asset Management
Connecticut
$12.1M -$1.17M -12,735 -9%
Janus Henderson Group
320
Janus Henderson Group
United Kingdom
$12.1M -$7.84M -85,559 -39%
BPA
321
Beacon Pointe Advisors
California
$11.9M -$1.45M -15,835 -11%
KeyBank National Association
322
KeyBank National Association
Ohio
$11.7M -$310K -3,385 -3%
PHK
323
Point72 Hong Kong
Hong Kong
$11.5M -$922K -10,059 -7%
Allspring Global Investments
324
Allspring Global Investments
North Carolina
$11.3M -$4.66M -50,833 -29%
HCM
325
Hollencrest Capital Management
California
$11.3M +$277K +3,022 +3%
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