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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 %
ETC
376
Exchange Traded Concepts
Oklahoma
$8.28M +$549K +5,997 +7%
LSERS
377
Louisiana State Employees Retirement System
Louisiana
$8.28M -$321K -3,500 -4%
CWP
378
CFM Wealth Partners
Texas
$8.16M +$30.8K +336 +0.4%
BDAM
379
Blue Door Asset Management
Connecticut
$8.15M – – –
RFC
380
Regions Financial Corp
Alabama
$8.15M -$298K -3,256 -4%
CM
381
Churchill Management
California
$8.15M -$289K -3,157 -3%
Holocene Advisors
382
Holocene Advisors
New York
$8.09M -$156K -1,706 -2%
ASN
383
Advisory Services Network
Georgia
$8.09M -$374K -4,081 -4%
IMRF
384
Illinois Municipal Retirement Fund
Illinois
$8.09M – – –
CA
385
Cornerstone Advisors
North Carolina
$8.08M -$202K -2,200 -2%
JCM
386
Janney Capital Management
Pennsylvania
$7.98M -$296K -3,236 -4%
SA
387
SpiderRock Advisors
Delaware
$7.93M +$7.93M +83,181 New
CCB
388
Country Club Bank
Missouri
$7.91M +$837K +9,134 +12%
EGM
389
Engineers Gate Manager
New York
$7.89M +$7.66M +83,643 +3,344%
SIG
390
Sky Investment Group
Connecticut
$7.77M +$25.7K +280 +0.3%
AWS
391
Atria Wealth Solutions
New York
$7.74M +$861K +9,308 +13%
VPIM
392
Vanguard Personalized Indexing Management
California
$7.69M +$1.57M +17,157 +26%
HWA
393
Heritage Wealth Advisors
Virginia
$7.69M -$56.3K -615 -0.7%
HAI
394
Hennessy Advisors Inc
California
$7.69M +$2.83M +30,900 +58%
JF
395
Jump Financial
Illinois
$7.68M +$7.68M +83,810 New
KFP
396
Keystone Financial Planning
Ohio
$7.66M -$304K -3,314 -4%
Verition Fund Management
397
Verition Fund Management
Connecticut
$7.64M +$4.46M +48,719 +141%
MDCM
398
Morgan Dempsey Capital Management
Wisconsin
$7.61M -$827K -9,021 -10%
TSW
399
Thompson Siegel & Walmsley
Virginia
$7.47M -$20.3K -222 -0.3%
LW
400
Linscomb Wealth
Texas
$7.45M -$135K -1,477 -2%
14 15
16
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