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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
$8.42B
2
Capital Research Global Investors
Capital Research Global Investors
California
$5.5B
3
BlackRock
BlackRock
New York
$9.29B
4
Viking Global Investors
Viking Global Investors
Connecticut
$905M
5
LPC
Lone Pine Capital
Connecticut
$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$10.3B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.66B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.1B
5
Ameriprise
Ameriprise
Minnesota
$1.07B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$716M -$32.9M -349,895 -4%
Federated Hermes
27
Federated Hermes
Pennsylvania
$692M -$68M -723,257 -9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$682M +$41.4M +439,565 +6%
GRQ
29
Gardner Russo & Quinn
Pennsylvania
$572M -$15.3M -162,328 -3%
IFP
30
Independent Franchise Partners
United Kingdom
$550M -$35.7M -378,952 -6%
Boston Partners
31
Boston Partners
Massachusetts
$497M +$32.7M +347,458 +7%
Goldman Sachs
32
Goldman Sachs
New York
$460M -$7.67M -81,572 -2%
Swiss National Bank
33
Swiss National Bank
Switzerland
$457M -$13M -138,400 -3%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$455M -$197K -2,094 -0%
DCP
35
D1 Capital Partners
New York
$447M +$159M +1,692,312 +55%
Barclays
36
Barclays
United Kingdom
$440M +$68.1M +724,228 +18%
Barrow, Hanley, Mewhinney & Strauss
37
Barrow, Hanley, Mewhinney & Strauss
Texas
$429M -$22M -234,324 -5%
Franklin Resources
38
Franklin Resources
California
$417M +$2.38M +25,344 +0.6%
FIS
39
Fundsmith Investment Services
Mauritius
$414M -$6.28M -66,757 -1%
UBS AM
40
UBS AM
Illinois
$377M -$7.26M -77,127 -2%
Wells Fargo
41
Wells Fargo
California
$376M +$17.6M +186,825 +5%
AllianceBernstein
42
AllianceBernstein
Tennessee
$350M -$63.2M -671,729 -15%
UBS Group
43
UBS Group
Switzerland
$345M +$72.3M +768,419 +27%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$331M -$7.49M -79,664 -2%
LCOV
45
London Company of Virginia
Virginia
$322M +$29.5M +313,568 +10%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$312M -$2.76M -29,387 -0.9%
Deutsche Bank
47
Deutsche Bank
Germany
$310M +$85.8M +912,191 +38%
Citadel Advisors
48
Citadel Advisors
Florida
$300M -$61.7M -655,772 -17%
Canada Pension Plan Investment Board
49
Canada Pension Plan Investment Board
Ontario, Canada
$299M -$25.3M -269,289 -8%
LPC
50
Lone Pine Capital
Connecticut
$283M +$283M +3,005,791 New
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