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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 %
AAM
326
Advisors Asset Management
Colorado
$11.1M -$83.6K -912 -0.7%
O
327
Ossiam
France
$11M +$9.83M +107,273 +810%
MSRPS
328
Maryland State Retirement & Pension System
Maryland
$11M +$93K +1,033 +0.9%
Wealthfront Advisers
329
Wealthfront Advisers
California
$10.9M -$746K -8,145 -6%
KAS
330
Kestra Advisory Services
Texas
$10.8M +$1.42M +15,450 +15%
PFC
331
Poplar Forest Capital
California
$10.8M -$14.1M -153,708 -57%
KRS
332
Kentucky Retirement Systems
Kentucky
$10.8M -$578K -6,311 -5%
Rafferty Asset Management
333
Rafferty Asset Management
New York
$10.8M -$238K -2,600 -2%
SPIA
334
Steward Partners Investment Advisory
New York
$10.8M +$2.71M +29,532 +34%
RL
335
Ruffer LLP
United Kingdom
$10.7M +$6.82M +74,500 +177%
TI
336
Trexquant Investment
Connecticut
$10.6M -$1.31M -14,330 -11%
SYBT
337
Stock Yards Bank & Trust
Kentucky
$10.6M -$36.3K -396 -0.3%
BS
338
Banco Santander
Spain
$10.5M -$669K -7,304 -6%
BGDI
339
BW Gestao de Investimentos
Brazil
$10.5M -$7.79M -85,000 -43%
MG
340
Markel Group
Virginia
$10.5M – – –
VAM
341
Veritas Asset Management
United Kingdom
$10.4M – – –
AAM
342
AR Asset Management
California
$10.3M – – –
CSIC
343
Clifford Swan Investment Counsel
California
$10.1M -$321K -3,505 -3%
CTC
344
Central Trust Company
Missouri
$10.1M -$72.5K -791 -0.7%
TPCW
345
TD Private Client Wealth
New York
$10.1M -$824K -8,997 -8%
DIA
346
Dana Investment Advisors
Wisconsin
$10.1M +$592K +6,457 +6%
NA
347
NewEdge Advisors
Louisiana
$10M -$581K -6,340 -5%
Allianz Asset Management
348
Allianz Asset Management
Germany
$9.89M -$1.47M -16,065 -13%
Credit Agricole
349
Credit Agricole
France
$9.85M +$4.35M +47,696 +79%
DADC
350
D.A. Davidson & Co
Montana
$9.84M +$852K +9,301 +9%
12 13
14
15 16