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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 %
CM
376
Churchill Management
California
$10.6M -$31.3K -258 -0.3%
RIM
377
Rakuten Investment Management
Japan
$10.6M +$2.63M +21,780 +33%
LSERS
378
Louisiana State Employees Retirement System
Louisiana
$10.6M -$60.7K -500 -0.6%
CA
379
Cornerstone Advisors
North Carolina
$10.6M – – –
QOP
380
Quinn Opportunity Partners
Virginia
$10.5M -$8.27M -68,113 -44%
SAM
381
Securian Asset Management
Minnesota
$10.4M -$412K -3,394 -4%
OC
382
Oppenheimer & Co
New York
$10.4M +$1.13M +9,288 +12%
CEI
383
Clark Estates Inc
New York
$10.4M -$17M -140,000 -62%
JCM
384
Janney Capital Management
Pennsylvania
$10.3M -$148K -1,216 -1%
PAS
385
Park Avenue Securities
New York
$10.3M -$1.66M -13,696 -14%
CCB
386
Country Club Bank
Missouri
$10.3M -$149K -1,234 -1%
ELI
387
Empire Life Investments
Ontario, Canada
$10.3M -$4.36M -35,942 -30%
CCM
388
Channing Capital Management
Illinois
$10.2M -$1.28M -10,526 -11%
ETC
389
Exchange Traded Concepts
Oklahoma
$10.2M -$16.8K -138 -0.2%
SIG
390
Sky Investment Group
Connecticut
$10.1M -$89K -733 -0.9%
BGIM
391
Boussard & Gavaudan Investment Management
United Kingdom
$10.1M +$10.1M +83,910 New
PAG
392
Private Advisor Group
New Jersey
$10.1M +$651K +5,360 +7%
KFP
393
Keystone Financial Planning
Ohio
$10.1M -$78.1K -643 -0.8%
MSE
394
MUFG Securities EMEA
United Kingdom
$9.95M +$9.95M +82,000 New
HAI
395
Hennessy Advisors Inc
California
$9.91M -$85K -700 -0.9%
UAS
396
United Asset Strategies
New York
$9.9M +$270K +2,222 +3%
PM
397
Phraction Management
Connecticut
$9.82M – – –
HAM
398
Harber Asset Management
North Carolina
$9.82M -$21.1M -173,573 -68%
HWA
399
Heritage Wealth Advisors
Virginia
$9.79M -$401K -3,305 -4%
AWS
400
Atria Wealth Solutions
New York
$9.73M -$837K -6,868 -8%
14 15
16
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