PM icon

Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.06%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.06%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$733M
2
Capital World Investors
Capital World Investors
California
+$507M
3
BlackRock
BlackRock
New York
+$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$335M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$661M
2
Capital International Investors
Capital International Investors
California
-$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$264M
5
Invesco
Invesco
Georgia
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
426
Heritage Wealth Advisors
Virginia
$9.5M -$204K -1,698 -2%
HAI
427
Hennessy Advisors Inc
California
$9.47M -$349K -2,900 -4%
FFIC
428
First Fiduciary Investment Counsel
Ohio
$9.47M +$74.4K +618 +0.8%
Lido Advisors
429
Lido Advisors
California
$9.35M +$813K +6,682 +10%
HCM
430
Hutner Capital Management
Vermont
$9.24M +$844K +7,012 +10%
IAA
431
Independent Advisor Alliance
North Carolina
$9.21M +$1.5M +12,435 +19%
Jane Street
432
Jane Street
New York
$9.11M -$30.7M -255,180 -77%
VCM
433
Violich Capital Management
California
$9.1M +$3.84M +31,876 +73%
Walleye Trading
434
Walleye Trading
New York
$9.07M +$9.07M +75,391 New
TW
435
Trajan Wealth
Arizona
$9.02M +$925K +7,682 +11%
HAG
436
HighPoint Advisor Group
Illinois
$8.98M +$145K +981 +2%
TC
437
Triavera Capital
California
$8.93M +$8.93M +74,189 New
BG
438
Bollard Group
Massachusetts
$8.92M +$105K +873 +1%
NMERB
439
New Mexico Educational Retirement Board
New Mexico
$8.92M -$229K -1,900 -2%
GT
440
Glenview Trust
Kentucky
$8.92M -$85.4K -710 -0.9%
AF
441
Allworth Financial
California
$8.9M +$1.5M +12,168 +20%
PM
442
Phraction Management
Connecticut
$8.8M -$929K -7,715 -10%
MCM
443
Mill Capital Management
North Carolina
$8.8M – – –
VFM
444
Viking Fund Management
North Dakota
$8.79M – – –
CIBC Private Wealth Group
445
CIBC Private Wealth Group
Georgia
$8.78M -$445K -3,648 -5%
SW
446
SteelPeak Wealth
California
$8.73M -$34.2K -281 -0.4%
HC
447
Hourglass Capital
Texas
$8.72M -$72.2K -600 -0.8%
CI Investments Inc
448
CI Investments Inc
Ontario, Canada
$8.72M +$7.99M +66,408 +1,102%
BFA
449
Benedict Financial Advisors
Georgia
$8.68M +$81.4K +676 +0.9%
Nomura Holdings
450
Nomura Holdings
Japan
$8.61M +$4.49M +37,341 +109%
16 17
18
19 20