PM icon

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
30.97%
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
1
Franklin Resources
California
$1.05B
2
GQG Partners
2
GQG Partners
Florida
$546M
3
LPC
3
Lone Pine Capital
Connecticut
$611M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$1.19B
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.29B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.69B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.53B
3
Ameriprise
3
Ameriprise
Minnesota
$589M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$2.2B
5
Fayez Sarofim & Co
5
Fayez Sarofim & Co
Texas
$898M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$695M -$1.79M -19,526 -0.3%
DCP
27
D1 Capital Partners
New York
$664M +$229M +2,496,000 +53%
IFP
28
Independent Franchise Partners
United Kingdom
$649M +$113M +1,235,955 +21%
Federated Hermes
29
Federated Hermes
Pennsylvania
$644M -$29.6M -322,821 -4%
LPC
30
Lone Pine Capital
Connecticut
$611M +$336M +3,665,338 +122%
Ameriprise
31
Ameriprise
Minnesota
$589M -$448M -4,928,183 -43%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$548M -$116M -1,266,360 -17%
GQG Partners
33
GQG Partners
Florida
$546M +$535M +5,841,696 +5,006%
Boston Partners
34
Boston Partners
Massachusetts
$537M +$51.5M +561,016 +11%
GRQ
35
Gardner Russo & Quinn
Pennsylvania
$509M -$48.3M -526,778 -9%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$506M +$62.6M +683,777 +14%
Barclays
37
Barclays
United Kingdom
$471M +$42.4M +462,710 +10%
Citadel Advisors
38
Citadel Advisors
Florida
$429M +$137M +1,490,795 +47%
Swiss National Bank
39
Swiss National Bank
Switzerland
$426M -$18.8M -205,200 -4%
FIS
40
Fundsmith Investment Services
Mauritius
$404M – – –
Barrow, Hanley, Mewhinney & Strauss
41
Barrow, Hanley, Mewhinney & Strauss
Texas
$398M -$20.2M -220,352 -5%
Goldman Sachs
42
Goldman Sachs
New York
$381M -$66.6M -727,055 -15%
AllianceBernstein
43
AllianceBernstein
Tennessee
$373M +$32.5M +354,556 +10%
UBS AM
44
UBS AM
Illinois
$372M +$4.07M +44,468 +1%
Wells Fargo
45
Wells Fargo
California
$362M -$4.38M -47,765 -1%
UBS Group
46
UBS Group
Switzerland
$307M -$28.5M -311,548 -8%
LCOV
47
London Company of Virginia
Virginia
$303M -$10.9M -118,483 -3%
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$301M -$2.37M -25,919 -0.8%
Massachusetts Financial Services
49
Massachusetts Financial Services
Massachusetts
$300M -$22M -239,952 -7%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$280M -$11.6M -126,576 -4%
1
2
3 4 5