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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 %
6CM
301
683 Capital Management
New York
$15.2M +$15.2M +150,000 New
GFS
302
GYL Financial Synergies
Connecticut
$15.1M +$801K +7,909 +6%
EPAM
303
Euro Pacific Asset Management
Puerto Rico
$15.1M -$230K -2,262 -2%
AMI
304
Amica Mutual Insurance
Rhode Island
$14.9M – – –
Verition Fund Management
305
Verition Fund Management
Connecticut
$14.7M +$6.26M +61,744 +74%
IMA
306
Investment Management Associates
Colorado
$14.6M +$353K +3,480 +2%
SDIC
307
South Dakota Investment Council
South Dakota
$14.5M -$70K -691 -0.5%
LCM
308
Logan Capital Management
Pennsylvania
$14.4M -$447K -4,413 -3%
WTC
309
WhitTier Trust Company
Nevada
$14.4M -$62.7K -619 -0.4%
Wealthfront Advisers
310
Wealthfront Advisers
California
$14.4M +$2.25M +22,206 +19%
ERSOT
311
Employees Retirement System of Texas
Texas
$14.4M +$11.7M +115,472 +441%
BP
312
BBR Partners
New York
$14.3M -$132K -1,303 -0.9%
AAM
313
Advisors Asset Management
Colorado
$14.1M +$1.82M +17,990 +15%
HR
314
Howe & Rusling
New York
$14.1M -$85.8K -847 -0.6%
YCM
315
Yousif Capital Management
Michigan
$13.9M -$389K -3,839 -3%
PFP
316
Pinnacle Financial Partners
Tennessee
$13.9M +$123K +1,224 +0.9%
OPERF
317
Oregon Public Employees Retirement Fund
Oregon
$13.5M +$78.7K +777 +0.6%
WAM
318
Weinberger Asset Management
California
$13.2M -$264K -2,602 -2%
Northwestern Mutual Wealth Management
319
Northwestern Mutual Wealth Management
Wisconsin
$13.1M -$2.68M -26,485 -17%
BPA
320
Beacon Pointe Advisors
California
$13M -$147K -1,455 -1%
KeyBank National Association
321
KeyBank National Association
Ohio
$12.7M -$194K -1,915 -1%
Rafferty Asset Management
322
Rafferty Asset Management
New York
$12.6M +$702K +6,924 +6%
MSRPS
323
Maryland State Retirement & Pension System
Maryland
$12.3M -$68.3K -674 -0.6%
HF
324
HRT Financial
New York
$12.2M +$12.2M +120,582 New
ELI
325
Empire Life Investments
Ontario, Canada
$12.2M -$1.49M -14,672 -11%
11 12
13
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