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Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.06%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.06%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$733M
2
Capital World Investors
Capital World Investors
California
+$507M
3
BlackRock
BlackRock
New York
+$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$335M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$661M
2
Capital International Investors
Capital International Investors
California
-$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$264M
5
Invesco
Invesco
Georgia
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
WorldQuant Millennium Advisors
301
WorldQuant Millennium Advisors
New York
$18.9M -$3.21M -26,695 -15%
ZDA
302
Zweig-DiMenna Associates
New York
$18.8M +$674K +5,600 +4%
QC
303
Quadrature Capital
United Kingdom
$18.7M +$18.7M +155,577 New
Capital Fund Management (CFM)
304
Capital Fund Management (CFM)
France
$18.7M +$5.36M +44,577 +40%
NA
305
NewEdge Advisors
Louisiana
$18.6M +$2.45M +20,332 +15%
PMG
306
ProVise Management Group
Florida
$18.5M -$521K -4,329 -3%
AP
307
Americana Partners
Texas
$18.4M +$17.7M +147,180 +2,523%
TMAM
308
Tokio Marine Asset Management
Japan
$18.3M +$13.2M +109,570 +258%
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$17.9M +$340K +2,827 +2%
BP
310
BBR Partners
New York
$17.9M +$485K +4,033 +3%
BDLIB
311
Banque de Luxembourg Investments (BLI)
Luxembourg
$17.8M +$17.8M +148,600 New
SC
312
Sapient Capital
Indiana
$17.8M +$1.99M +16,334 +13%
MSU
313
Mizuho Securities USA
New York
$17.7M +$5.6M +46,542 +46%
PL
314
Parkwood LLC
Ohio
$17.4M +$1.38M +11,456 +9%
PFP
315
Pinnacle Financial Partners
Tennessee
$17.2M +$121K +1,001 +0.7%
KAS
316
Kestra Advisory Services
Texas
$17M -$18.9M -155,399 -53%
CWM
317
Cedar Wealth Management
California
$16.9M -$669K -5,558 -4%
FFA
318
First Foundation Advisors
California
$16.8M -$7.97M -66,236 -32%
RAM
319
RWC Asset Management
United Kingdom
$16.8M -$12.8M -106,249 -43%
LP
320
LMR Partners
United Kingdom
$16.7M +$10.6M +88,348 +177%
ACM
321
Aquatic Capital Management
Illinois
$16.4M +$772K +6,418 +5%
VPIM
322
Vanguard Personalized Indexing Management
California
$16.4M +$1.42M +11,786 +9%
HR
323
Howe & Rusling
New York
$16.3M -$492K -4,087 -3%
Rafferty Asset Management
324
Rafferty Asset Management
New York
$16.2M +$1.8M +14,941 +12%
AI
325
Atria Investments
North Carolina
$16.2M -$158K -1,316 -1%
11 12
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