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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 %
ATC
451
Argent Trust Co
Tennessee
$5.29M -$35.5K -377 -0.7%
PA
452
Pinnacle Associates
New York
$5.27M -$288K -3,060 -5%
BP
453
BBR Partners
New York
$5.27M +$1.98M +21,026 +60%
SAM
454
Silvercrest Asset Management
New York
$5.25M +$60.6K +644 +1%
CIBC Private Wealth Group
455
CIBC Private Wealth Group
Georgia
$5.22M +$173K +1,844 +3%
MHC
456
Meyer Handelman Company
New York
$5.22M -$1.41M -15,000 -21%
AAS
457
Avantax Advisory Services
Texas
$5.22M +$250K +2,656 +5%
KRSITF
458
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.2M +$81.9K +870 +2%
NB
459
Norinchukin Bank
Japan
$5.2M -$615K -6,542 -11%
MCM
460
MAI Capital Management
Ohio
$5.15M -$14.1K -150 -0.3%
KGC
461
Kennon-Green & Company
Ohio
$5.14M -$565K -6,005 -10%
CP
462
CenterBook Partners
Connecticut
$5.11M +$1.18M +12,490 +30%
EF
463
Empirical Finance
Pennsylvania
$5.1M +$30.6K +325 +0.6%
PI
464
PineBridge Investments
New York
$5.09M +$2.54M +26,960 +99%
JIC
465
Johnson Investment Counsel
Ohio
$5.08M +$250K +2,653 +5%
SC
466
Sapient Capital
Indiana
$5.07M +$5.07M +53,202 New
UCFA
467
United Capital Financial Advisors
Texas
$5.07M +$2.63M +27,964 +108%
NSAM
468
North Star Asset Management
Wisconsin
$5.06M +$1.13K +12 +0%
SCA
469
Snowden Capital Advisors
New York
$5.05M -$282 -3 -0%
NC
470
Nicholas Company
Wisconsin
$5.05M – – –
TI
471
Tidal Investments
Wisconsin
$5.04M +$566K +6,015 +13%
HAI
472
Hennessy Advisors Inc
California
$4.99M -$282K -3,000 -5%
APSI
473
Asset Planning Services Inc
Louisiana
$4.95M -$40.9K -435 -0.8%
OLA
474
Oliver Luxxe Assets
New Jersey
$4.88M +$105K +1,117 +2%
CCG
475
Cypress Capital Group
Florida
$4.87M +$106K +1,126 +2%
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