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Philip Morris
PM

Overview Fund Activity

2,199 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 832 increasing their positions, 851 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
Holders Change
+63
Holders Change %
+2.95%
% of All Funds
31.99%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
198
Increased
832
Reduced
851
Closed
99
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$3.67B
2
Capital World Investors
Capital World Investors
California
$11.7B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$596M
4
Goldman Sachs
Goldman Sachs
New York
$681M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.67B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$9.77B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.02B
3
Morgan Stanley
Morgan Stanley
New York
$2.59B
4
Citadel Advisors
Citadel Advisors
Florida
$113M
5
State Street
State Street
Massachusetts
$5.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
451
Trajan Wealth
Arizona
$5.88M +$765K +7,553 +15%
LDB
452
Lee, Danner & Bass
Tennessee
$5.86M +$5.86M +57,830 New
CIBC Private Wealth Group
453
CIBC Private Wealth Group
Georgia
$5.82M -$46.8K -456 -0.8%
CGIM
454
Capital Group Investment Management
Singapore
$5.82M -$1.46M -14,421 -20%
SFA
455
Semmax Financial Advisors
North Carolina
$5.81M -$95.2K -807 -2%
SC
456
Searle & Co
Connecticut
$5.8M +$1.06M +10,496 +22%
QCM
457
Quantinno Capital Management
New York
$5.75M -$778K -7,682 -12%
NIM
458
NEOS Investment Management
Connecticut
$5.72M +$1.82M +17,928 +47%
KIC
459
Keating Investment Counselors
Florida
$5.69M -$330K -3,255 -5%
BB
460
Bell Bank
North Dakota
$5.68M +$5.68M +56,088 New
MGP
461
Metis Global Partners
California
$5.68M -$56K -553 -1%
DT
462
Diversified Trust
Tennessee
$5.63M +$4.87M +48,022 +635%
MYAM
463
Meiji Yasuda Asset Management
Japan
$5.63M -$1.36M -13,380 -19%
JIC
464
Johnson Investment Counsel
Ohio
$5.63M +$54.7K +540 +1%
SWP
465
Strategic Wealth Partners
Ohio
$5.62M +$138K +1,366 +3%
NB
466
Norinchukin Bank
Japan
$5.6M +$78.9K +779 +1%
SAM
467
Silvercrest Asset Management
New York
$5.47M -$415K -4,096 -7%
PA
468
Pinnacle Associates
New York
$5.46M -$164K -1,617 -3%
FNBT
469
FineMark National Bank & Trust
Florida
$5.43M +$1.97M +19,489 +57%
TIAA Trust, National Association
470
TIAA Trust, National Association
North Carolina
$5.41M -$46.2K -456 -0.8%
NW
471
NewEdge Wealth
Pennsylvania
$5.37M -$65.8K -649 -1%
NSAM
472
North Star Asset Management
Wisconsin
$5.36M -$83K -819 -2%
CCG
473
Cypress Capital Group
Florida
$5.36M -$68.9K -680 -1%
KCG
474
Kinsale Capital Group
Virginia
$5.36M +$1.2M +11,873 +29%
KGC
475
Kennon-Green & Company
Ohio
$5.34M -$56.6K -559 -1%
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