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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 %
ACM
326
Aquatic Capital Management
Illinois
$15.8M +$15.8M +129,800 New
BPA
327
Beacon Pointe Advisors
California
$15.8M +$168K +1,381 +1%
KeyBank National Association
328
KeyBank National Association
Ohio
$15.2M -$61.9K -510 -0.4%
VPIM
329
Vanguard Personalized Indexing Management
California
$15.1M +$2.27M +18,683 +18%
AAM
330
Advisors Asset Management
Colorado
$15M -$1.89M -15,546 -11%
Rafferty Asset Management
331
Rafferty Asset Management
New York
$14.6M -$579K -4,772 -4%
KBC Group
332
KBC Group
Belgium
$14.5M +$486K +4,001 +3%
GAM
333
Gotham Asset Management
New York
$14.4M +$1.05M +8,614 +8%
HCM
334
Hollencrest Capital Management
California
$14.3M +$37.6K +310 +0.3%
EF
335
Empowered Funds
Pennsylvania
$14.3M +$122K +1,008 +0.9%
TPCW
336
TD Private Client Wealth
New York
$14.1M +$353K +2,905 +3%
SDIC
337
South Dakota Investment Council
South Dakota
$14.1M -$3.19M -26,274 -18%
Mirae Asset Global Investments
338
Mirae Asset Global Investments
South Korea
$14M +$1.95M +16,154 +16%
MG
339
Markel Group
Virginia
$13.9M – – –
CTC
340
Central Trust Company
Missouri
$13.7M +$504K +4,153 +4%
AAM
341
AR Asset Management
California
$13.6M -$12.1K -100 -0.1%
DIA
342
Dana Investment Advisors
Wisconsin
$13.6M -$13.8K -114 -0.1%
Capital Fund Management (CFM)
343
Capital Fund Management (CFM)
France
$13.4M +$5.96M +49,094 +80%
BFIM
344
Beese Fulmer Investment Management
Ohio
$13.4M +$58K +478 +0.4%
SYBT
345
Stock Yards Bank & Trust
Kentucky
$13.4M -$9.59K -79 -0.1%
CCM
346
Canal Capital Management
Virginia
$13.3M +$208K +1,717 +2%
KRS
347
Kentucky Retirement Systems
Kentucky
$13.1M -$1.07M -8,830 -8%
CSIC
348
Clifford Swan Investment Counsel
California
$13.1M -$139K -1,141 -1%
SCA
349
STALEY CAPITAL ADVISERS
Pennsylvania
$12.9M -$75.6K -623 -0.6%
ECP
350
Epacria Capital Partners
Colorado
$12.9M – – –
12 13
14
15 16