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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 %
BFS
401
Bard Financial Services
Connecticut
$7.45M -$56.4K -600 -0.8%
PAG
402
Private Advisor Group
New Jersey
$7.44M +$457K +4,858 +7%
ECP
403
Epacria Capital Partners
Colorado
$7.43M +$360K +3,825 +5%
1IA
404
1834 Investment Advisors
Wisconsin
$7.4M -$77.1K -820 -1%
PNAA
405
Pictet North America Advisors
Switzerland
$7.38M -$553K -5,875 -7%
KIC
406
Keating Investment Counselors
Florida
$7.34M -$241K -2,558 -3%
CCB
407
Country Club Bank
Missouri
$7.27M +$1.27M +13,546 +21%
DAM
408
Deltec Asset Management
New York
$7.23M -$2.3M -24,400 -24%
Lido Advisors
409
Lido Advisors
California
$7.17M -$114K -1,199 -2%
GT
410
Glenview Trust
Kentucky
$7.14M -$73.8K -784 -1%
LCM
411
Laurion Capital Management
New York
$7.13M +$7.13M +75,818 New
IIM
412
INTECH Investment Management
Florida
$7.1M -$3.05M -32,418 -30%
AUB
413
Atlantic Union Bankshares
Virginia
$7.06M -$11.3K -120 -0.2%
AWS
414
Atria Wealth Solutions
New York
$7.03M +$361K +3,818 +5%
CDH
415
Charles D. Hyman
$6.91M +$683K +7,262 +11%
SS
416
Simplicity Solutions
Minnesota
$6.91M +$66.2K +704 +1%
Nordea Investment Management
417
Nordea Investment Management
Sweden
$6.91M -$41.1K -437 -0.6%
SAM
418
SP Asset Management
California
$6.85M +$40.6K +432 +0.6%
DWM
419
Dorchester Wealth Management
Quebec, Canada
$6.84M +$72.9K +775 +1%
CIA
420
Capital Investment Advisors
Georgia
$6.78M -$8.94K -95 -0.1%
HCM
421
Hutner Capital Management
Vermont
$6.74M -$94.1K -1,000 -1%
UAS
422
United Asset Strategies
New York
$6.73M +$272K +2,890 +4%
OC
423
Oppenheimer & Co
New York
$6.63M +$394K +4,185 +6%
BCA
424
Bernzott Capital Advisors
California
$6.6M -$223K -2,368 -3%
BFG
425
Bleakley Financial Group
New Jersey
$6.59M +$95K +1,010 +1%
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