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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 %
SPIA
326
Steward Partners Investment Advisory
New York
$12.2M +$252K +2,487 +2%
MSU
327
Mizuho Securities USA
New York
$12.1M +$12.1M +119,861 New
HCM
328
Hollencrest Capital Management
California
$11.9M -$543K -5,357 -4%
KRS
329
Kentucky Retirement Systems
Kentucky
$11.9M -$76.2K -752 -0.6%
NA
330
NewEdge Advisors
Louisiana
$11.8M +$717K +7,071 +6%
EF
331
Empowered Funds
Pennsylvania
$11.8M +$3.8M +37,507 +48%
KBC Group
332
KBC Group
Belgium
$11.7M +$1.01M +9,940 +9%
MG
333
Markel Group
Virginia
$11.6M – – –
TPCW
334
TD Private Client Wealth
New York
$11.5M +$357K +3,527 +3%
VAM
335
Veritas Asset Management
United Kingdom
$11.5M – – –
QP
336
Quilter Plc
United Kingdom
$11.5M -$19.7M -194,562 -63%
BS
337
Banco Santander
Spain
$11.4M -$206K -2,033 -2%
TI
338
Tidal Investments
Wisconsin
$11.4M +$1.84M +18,129 +19%
AAM
339
AR Asset Management
California
$11.4M – – –
DIA
340
Dana Investment Advisors
Wisconsin
$11.3M +$182K +1,800 +2%
SYBT
341
Stock Yards Bank & Trust
Kentucky
$11.2M -$498K -4,916 -4%
HP
342
Hosking Partners
United Kingdom
$11.2M -$5M -49,324 -31%
MPM
343
MBB Public Markets
Illinois
$11.2M +$10.6M +104,634 +1,801%
GAM
344
Gotham Asset Management
New York
$11.2M +$341K +3,363 +3%
BFIM
345
Beese Fulmer Investment Management
Ohio
$11.2M +$604K +5,962 +6%
CSIC
346
Clifford Swan Investment Counsel
California
$11.1M -$137K -1,352 -1%
CTC
347
Central Trust Company
Missouri
$11M -$205K -2,022 -2%
CCM
348
Canal Capital Management
Virginia
$10.9M +$703K +6,940 +7%
SCA
349
STALEY CAPITAL ADVISERS
Pennsylvania
$10.8M -$2.95M -29,119 -21%
ECP
350
Epacria Capital Partners
Colorado
$10.8M +$722K +7,128 +7%
12 13
14
15 16