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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
351
Cadence Bank
Mississippi
$9.67M -$42.4K -451 -0.4%
KAS
352
Kestra Advisory Services
Texas
$9.65M +$239K +2,541 +3%
QIM
353
Quantitative Investment Management
Virginia
$9.62M +$9.62M +102,225 New
CIC
354
Carnegie Investment Counsel
Ohio
$9.51M +$168K +1,790 +2%
ONB
355
Old National Bancorp
Indiana
$9.5M +$68.2K +725 +0.7%
SFG
356
Sather Financial Group
Texas
$9.47M – – –
ZB
357
Zions Bancorporation
Utah
$9.3M +$153K +1,627 +2%
SAM
358
Securian Asset Management
Minnesota
$9.25M -$1.23M -13,105 -12%
DADC
359
D.A. Davidson & Co
Montana
$9.23M +$201K +2,140 +2%
BFIM
360
Beese Fulmer Investment Management
Ohio
$9.11M +$863K +9,172 +10%
IMA
361
Investment Management Associates
Colorado
$9.11M +$508K +5,401 +6%
NCM
362
Narwhal Capital Management
Georgia
$9.07M -$130K -1,378 -1%
NRCM
363
Northern Right Capital Management
Connecticut
$8.94M +$5.64M +60,000 +171%
LSERS
364
Louisiana State Employees Retirement System
Louisiana
$8.83M -$216K -2,300 -2%
NP
365
NS Partners
United Kingdom
$8.78M -$22.3K -237 -0.3%
GAM
366
Gotham Asset Management
New York
$8.77M +$456K +4,851 +5%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$8.72M -$307K -3,259 -3%
PAS
368
Park Avenue Securities
New York
$8.72M -$314K -3,342 -3%
ASN
369
Advisory Services Network
Georgia
$8.69M -$573K -6,091 -6%
RFC
370
Regions Financial Corp
Alabama
$8.68M -$346K -3,683 -4%
CCM
371
Canal Capital Management
Virginia
$8.67M +$118K +1,255 +1%
MDCM
372
Morgan Dempsey Capital Management
Wisconsin
$8.67M -$478K -5,078 -5%
CM
373
Churchill Management
California
$8.66M -$320K -3,405 -4%
CA
374
CSM Advisors
Pennsylvania
$8.51M -$13.1K -139 -0.2%
CA
375
Cornerstone Advisors
North Carolina
$8.5M -$405K -4,300 -5%
13 14
15
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