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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 %
MLICM
451
Metropolitan Life Insurance Company (MetLife)
New York
$5.74M -$52.7K -575 -0.9%
IAA
452
Independent Advisor Alliance
North Carolina
$5.7M +$166K +1,811 +3%
AF
453
Ally Financial
Michigan
$5.68M +$1.28M +14,000 +29%
DAS
454
Diversify Advisory Services
Utah
$5.63M +$5.63M +61,612 New
Capstone Investment Advisors
455
Capstone Investment Advisors
New York
$5.62M +$1.28M +13,960 +29%
CDH
456
Charles D. Hyman
$5.61M -$1.12M -12,215 -17%
GAM
457
Groupama Asset Management
France
$5.53M -$4.04M -29,519 -42%
BHWA
458
Beacon Harbor Wealth Advisors
Virginia
$5.53M +$102K +1,114 +2%
KIC
459
Keating Investment Counselors
Florida
$5.45M -$1.7M -18,517 -24%
Aviva
460
Aviva
United Kingdom
$5.43M +$14.7K +160 +0.3%
VAG
461
VisionPoint Advisory Group
Texas
$5.36M +$697K +7,610 +15%
SAM
462
Silvercrest Asset Management
New York
$5.32M +$211K +2,303 +4%
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$5.23M +$158K +1,728 +3%
NW
464
NewEdge Wealth
Pennsylvania
$5.22M +$273K +2,807 +6%
RG
465
Rathbones Group
United Kingdom
$5.2M +$9.35K +102 +0.2%
MGP
466
Metis Global Partners
California
$5.19M -$85.1K -929 -2%
Walleye Trading
467
Walleye Trading
New York
$5.16M -$5.83M -63,610 -53%
EF
468
Empirical Finance
Pennsylvania
$5.14M +$173K +1,885 +3%
ATC
469
Argent Trust Co
Tennessee
$5.13M -$22K -240 -0.4%
PA
470
Pinnacle Associates
New York
$5.09M -$44.3K -484 -0.9%
CCG
471
Cloverfields Capital Group
Minnesota
$5.07M +$359K +3,922 +8%
JIC
472
Johnson Investment Counsel
Ohio
$5.04M +$92.8K +1,013 +2%
BHPW
473
Beverly Hills Private Wealth
California
$5.01M -$274K -2,987 -5%
NB
474
Norinchukin Bank
Japan
$5M -$70.1K -765 -1%
SFA
475
Semmax Financial Advisors
North Carolina
$4.98M -$24.4K -246 -0.5%
17 18
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