PM icon

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
Fidelity Investments
Massachusetts
$2.81B
2
GQG Partners
GQG Partners
Florida
$5.18B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$608M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.12B
5
Capital World Investors
Capital World Investors
California
$14.4B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.6B
2
Capital Research Global Investors
Capital Research Global Investors
California
$6.84B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$2.03B
4
DCP
D1 Capital Partners
New York
$399M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
426
Capital Investment Advisors
Georgia
$8.64M -$70.4K -580 -0.8%
DWM
427
Dorchester Wealth Management
Quebec, Canada
$8.64M -$12.7K -105 -0.1%
NIM
428
NEOS Investment Management
Connecticut
$8.63M +$1.77M +14,616 +26%
RFC
429
Regions Financial Corp
Alabama
$8.62M -$66.5K -548 -0.8%
Lido Advisors
430
Lido Advisors
California
$8.52M +$391K +3,217 +5%
BIM
431
Bridges Investment Management
Nebraska
$8.52M -$527K -4,339 -6%
HFS
432
Hantz Financial Services
Michigan
$8.5M -$293K -2,412 -3%
HCM
433
Hutner Capital Management
Vermont
$8.47M -$32K -264 -0.4%
LDB
434
Lee, Danner & Bass
Tennessee
$8.44M +$1.41M +11,648 +20%
SAM
435
SP Asset Management
California
$8.41M +$101K +833 +1%
Robeco Institutional Asset Management
436
Robeco Institutional Asset Management
Netherlands
$8.4M +$4.8M +39,574 +134%
EGA
437
Eagle Global Advisors
Texas
$8.32M -$16.1K -133 -0.2%
VAG
438
VisionPoint Advisory Group
Texas
$8.32M +$441K +3,632 +6%
NG
439
Norden Group
Utah
$8.28M +$5.6M +46,123 +209%
P
440
&Partners
Tennessee
$8.24M +$5.05M +41,570 +158%
ZB
441
Zions Bancorporation
Utah
$8.2M -$4.15M -34,151 -34%
TW
442
Trajan Wealth
Arizona
$8.17M +$1.13M +9,294 +16%
BHPW
443
Beverly Hills Private Wealth
California
$8.12M +$15.4K +127 +0.2%
Twin Tree Management
444
Twin Tree Management
Texas
$8.07M +$8.07M +66,453 New
VI
445
Vestcor Inc
New Brunswick, Canada
$8M +$129K +1,061 +2%
MCM
446
MAI Capital Management
Ohio
$7.97M -$1.5M -12,358 -16%
CCG
447
Cloverfields Capital Group
Minnesota
$7.93M -$606K -4,995 -7%
HIMC
448
Heritage Investors Management Corp
Maryland
$7.92M -$2.9M -23,920 -27%
NB
449
Norinchukin Bank
Japan
$7.86M +$1.15M +9,444 +17%
IAA
450
Independent Advisor Alliance
North Carolina
$7.78M -$238K -1,962 -3%
16 17
18
19 20