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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 %
CWP
426
Cyndeo Wealth Partners
Florida
$6.49M +$2.3M +24,405 +55%
VI
427
Vestcor Inc
New Brunswick, Canada
$6.48M -$5.93M -63,060 -48%
BFA
428
Benedict Financial Advisors
Georgia
$6.38M +$109K +1,157 +2%
CNBTD
429
Citizens National Bank Trust Department
Mississippi
$6.33M -$10.8K -115 -0.2%
PFM
430
Premier Fund Managers
United Kingdom
$6.31M -$5.01M -53,246 -44%
Focus Partners Wealth
431
Focus Partners Wealth
Massachusetts
$6.29M +$6.29M +66,876 New
VPIM
432
Vanguard Personalized Indexing Management
California
$6.29M -$550K -5,848 -8%
MPM
433
Meritage Portfolio Management
Kansas
$6.24M -$39.3K -418 -0.6%
CI
434
Capital International
California
$6.23M +$211K +2,247 +4%
WIS
435
Wright Investors Service
Connecticut
$6.06M -$889K -9,452 -13%
MLICM
436
Metropolitan Life Insurance Company (MetLife)
New York
$5.94M -$97.7K -1,038 -2%
EGA
437
Eagle Global Advisors
Texas
$5.94M -$717K -7,623 -11%
CLGM
438
Capitolis Liquid Global Markets
New York
$5.94M +$5.94M +63,100 New
QT
439
Quantbot Technologies
New York
$5.75M +$5.75M +61,142 New
IAA
440
Independent Advisor Alliance
North Carolina
$5.69M +$266K +2,830 +5%
Credit Agricole
441
Credit Agricole
France
$5.67M +$3.39M +36,016 +148%
MFG
442
Merit Financial Group
Georgia
$5.66M -$222K -2,361 -4%
BHWA
443
Beacon Harbor Wealth Advisors
Virginia
$5.58M +$134K +1,424 +2%
Aviva
444
Aviva
United Kingdom
$5.56M -$13K -138 -0.2%
DI
445
DFPG Investments
Utah
$5.56M -$582K -6,103 -9%
HAG
446
HighPoint Advisor Group
Illinois
$5.54M +$5.54M +60,751 New
HC
447
Hourglass Capital
Texas
$5.52M +$20K +213 +0.4%
BHPW
448
Beverly Hills Private Wealth
California
$5.43M +$976K +10,373 +22%
MGP
449
Metis Global Partners
California
$5.41M +$919K +9,767 +20%
RG
450
Rathbones Group
United Kingdom
$5.33M -$158K -1,684 -3%
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