PM icon

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
30.96%
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 %
SF
401
Synovus Financial
Georgia
$7.35M -$117K -1,274 -2%
SW
402
Simplicity Wealth
New Jersey
$7.34M +$7.34M +80,109 New
PM
403
Phraction Management
Connecticut
$7.32M +$32.9K +359 +0.5%
GT
404
Glenview Trust
Kentucky
$7.3M +$348K +3,795 +5%
ECM
405
ExodusPoint Capital Management
New York
$7.26M +$7.26M +79,289 New
EF
406
Empowered Funds
Pennsylvania
$7.23M +$4.54M +49,520 +168%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$7.17M -$238K -2,600 -3%
MCM
408
Mill Capital Management
North Carolina
$7.14M -$258K -2,818 -3%
FFIC
409
First Fiduciary Investment Counsel
Ohio
$7.13M -$149K -1,621 -2%
BF
410
BOK Financial
Oklahoma
$7.1M -$187K -2,042 -3%
BFS
411
Bard Financial Services
Connecticut
$7.07M -$186K -2,025 -3%
Nordea Investment Management
412
Nordea Investment Management
Sweden
$7.06M +$324K +3,525 +5%
UAS
413
United Asset Strategies
New York
$7.01M +$459K +5,014 +7%
BFG
414
Bleakley Financial Group
New Jersey
$7.01M +$594K +6,479 +9%
Focus Partners Wealth
415
Focus Partners Wealth
Massachusetts
$7M +$871K +9,507 +14%
PAG
416
Private Advisor Group
New Jersey
$6.96M -$282K -3,082 -4%
HFS
417
Hantz Financial Services
Michigan
$6.93M -$413K -4,506 -6%
OC
418
Oppenheimer & Co
New York
$6.88M +$424K +4,625 +7%
HC
419
Hourglass Capital
Texas
$6.86M +$1.48M +16,135 +27%
AUB
420
Atlantic Union Bankshares
Virginia
$6.83M -$38.5K -420 -0.6%
CI
421
Capital International
California
$6.83M +$762K +8,312 +13%
DWM
422
Dorchester Wealth Management
Quebec, Canada
$6.76M +$106K +1,155 +2%
PNAA
423
Pictet North America Advisors
Switzerland
$6.75M -$435K -4,749 -6%
MCM
424
MAI Capital Management
Ohio
$6.74M +$1.72M +18,807 +34%
ET
425
Entropy Technologies
New York
$6.72M +$4.97M +54,195 +282%
15 16
17
18 19