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Philip Morris
PM

Overview Fund Activity

2,327 hedge funds and large institutions have $150B invested in Philip Morris in 2024 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 850 increasing their positions, 869 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+128
Holders Change %
+5.82%
% of All Funds
33.66%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
250
Increased
850
Reduced
869
Closed
99
Calls
$1.08B
Puts
$871M
Net Calls
+$213M
Net Calls Change
-$25.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.81B
2
GQG Partners
2
GQG Partners
Florida
$5.18B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$608M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.12B
5
Capital World Investors
5
Capital World Investors
California
$14.4B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.6B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.84B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.03B
4
DCP
4
D1 Capital Partners
New York
$399M
5
Fundsmith LLP
5
Fundsmith LLP
United Kingdom
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
6CM
301
683 Capital Management
New York
$19.4M +$1.21M +10,000 +7%
CFIA
302
Cantor Fitzgerald Investment Advisors
New York
$19.2M -$79.9K -658 -0.4%
PMG
303
ProVise Management Group
Florida
$19.2M -$21.2K -175 -0.1%
ZDA
304
Zweig-DiMenna Associates
New York
$18.3M – – –
GFS
305
GYL Financial Synergies
Connecticut
$18M -$96.5K -795 -0.5%
Wealthfront Advisers
306
Wealthfront Advisers
California
$17.9M +$670K +5,516 +4%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$17.7M +$1.97M +16,242 +13%
FVWA
308
Foster Victor Wealth Advisors
South Carolina
$17.7M -$803K -6,681 -4%
CWM
309
Cedar Wealth Management
California
$17.7M -$2.4M -19,756 -12%
CFM
310
Coronation Fund Managers
South Africa
$17.7M -$24.6M -202,401 -58%
BP
311
BBR Partners
New York
$17.6M +$440K +3,626 +3%
BA
312
Bridgewater Associates
Connecticut
$17.5M -$16.9M -139,228 -49%
PFP
313
Pinnacle Financial Partners
Tennessee
$17.2M +$338K +2,788 +2%
Focus Partners Wealth
314
Focus Partners Wealth
Massachusetts
$17.2M -$14.7M -121,493 -46%
HR
315
Howe & Rusling
New York
$16.9M +$46.5K +383 +0.3%
AI
316
Atria Investments
North Carolina
$16.5M -$1.83M -15,038 -10%
NA
317
NewEdge Advisors
Louisiana
$16.3M +$2.18M +17,921 +15%
IMA
318
Investment Management Associates
Colorado
$16.3M -$1.19M -9,799 -7%
OPERF
319
Oregon Public Employees Retirement Fund
Oregon
$16.2M -$54.6K -450 -0.3%
PL
320
Parkwood LLC
Ohio
$16.1M +$3.84M +31,638 +31%
YCM
321
Yousif Capital Management
Michigan
$16.1M -$580K -4,774 -3%
AMI
322
Amica Mutual Insurance
Rhode Island
$16M -$1.9M -15,620 -11%
LCM
323
Logan Capital Management
Pennsylvania
$15.9M -$1.38M -11,397 -8%
SC
324
Sapient Capital
Indiana
$15.8M +$9.57M +78,459 +152%
WAM
325
Weinberger Asset Management
California
$15.8M -$17.8K -147 -0.1%
11 12
13
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