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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 %
VFM
376
Viking Fund Management
North Dakota
$8.5M – – –
JCM
377
Janney Capital Management
Pennsylvania
$8.49M -$327K -3,471 -4%
Holocene Advisors
378
Holocene Advisors
New York
$8.47M -$1.31M -13,891 -13%
Tudor Investment Corp
379
Tudor Investment Corp
Connecticut
$8.41M +$8.41M +89,439 New
BDWCC
380
B&D White Capital Company
Texas
$8.38M +$4.5M +47,800 +116%
BDAM
381
Blue Door Asset Management
Connecticut
$8.37M +$3.95M +42,000 +89%
CWP
382
CFM Wealth Partners
Texas
$8.35M -$22.9K -243 -0.3%
IMRF
383
Illinois Municipal Retirement Fund
Illinois
$8.3M – – –
SPIA
384
Steward Partners Investment Advisory
New York
$8.29M +$963K +10,233 +13%
CCM
385
Channing Capital Management
Illinois
$8.28M +$380K +4,042 +5%
KFP
386
Keystone Financial Planning
Ohio
$8.18M – – –
KI
387
Kapitalo Investimentos
Brazil
$8.11M -$7.36M -78,216 -48%
HWA
388
Heritage Wealth Advisors
Virginia
$7.95M -$4.89K -52 -0.1%
SIG
389
Sky Investment Group
Connecticut
$7.95M +$381K +4,055 +5%
ETC
390
Exchange Traded Concepts
Oklahoma
$7.94M -$1.57M -16,671 -16%
LW
391
Linscomb Wealth
Texas
$7.78M -$210K -2,233 -3%
TSW
392
Thompson Siegel & Walmsley
Virginia
$7.69M -$56K -595 -0.7%
SF
393
Synovus Financial
Georgia
$7.67M -$2.99M -31,733 -28%
NMERB
394
New Mexico Educational Retirement Board
New Mexico
$7.6M – – –
MCM
395
Mill Capital Management
North Carolina
$7.6M -$132K -1,400 -2%
HFS
396
Hantz Financial Services
Michigan
$7.54M -$570K -6,060 -7%
BF
397
BOK Financial
Oklahoma
$7.49M -$192K -2,041 -2%
PM
398
Phraction Management
Connecticut
$7.48M +$53.6K +570 +0.7%
Primecap Management
399
Primecap Management
California
$7.48M -$734K -7,800 -9%
FFIC
400
First Fiduciary Investment Counsel
Ohio
$7.48M +$289K +3,072 +4%
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