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

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$9.77B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.02B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.59B
4
Citadel Advisors
4
Citadel Advisors
Florida
$113M
5
State Street
5
State Street
Massachusetts
$5.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
26
Legal & General Group
United Kingdom
$757M -$11.5M -113,522 -1%
Goldman Sachs
27
Goldman Sachs
New York
$681M +$259M +2,557,950 +61%
IFP
28
Independent Franchise Partners
United Kingdom
$679M -$38.5M -380,414 -5%
LPC
29
Lone Pine Capital
Connecticut
$676M – – –
Federated Hermes
30
Federated Hermes
Pennsylvania
$675M -$37.5M -370,386 -5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$621M +$14.8M +146,312 +2%
DCP
32
D1 Capital Partners
New York
$617M -$117M -1,158,812 -16%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$596M +$263M +2,599,684 +79%
Boston Partners
34
Boston Partners
Massachusetts
$591M -$2.54M -24,977 -0.4%
Mitsubishi UFJ Asset Management
35
Mitsubishi UFJ Asset Management
Japan
$585M -$343M -3,385,046 -37%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$583M +$23.5M +231,678 +4%
Ameriprise
37
Ameriprise
Minnesota
$568M -$82.2M -818,623 -13%
GRQ
38
Gardner Russo & Quinn
Pennsylvania
$554M -$8.6M -84,839 -2%
UBS AM
39
UBS AM
Illinois
$525M +$114M +1,125,548 +28%
Barclays
40
Barclays
United Kingdom
$497M -$23.9M -235,820 -5%
FIS
41
Fundsmith Investment Services
Mauritius
$469M +$22.3M +219,811 +5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$466M -$5.33M -52,600 -1%
AllianceBernstein
43
AllianceBernstein
Tennessee
$455M +$42.4M +418,209 +10%
Barrow, Hanley, Mewhinney & Strauss
44
Barrow, Hanley, Mewhinney & Strauss
Texas
$415M -$25.3M -249,339 -6%
Wells Fargo
45
Wells Fargo
California
$412M +$12M +118,768 +3%
UBS Group
46
UBS Group
Switzerland
$403M +$62.7M +619,184 +18%
Canada Pension Plan Investment Board
47
Canada Pension Plan Investment Board
Ontario, Canada
$373M +$63.8M +630,000 +21%
RJA
48
Raymond James & Associates
Florida
$334M +$114M +1,127,286 +52%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$327M +$35.6M +350,933 +12%
LCOV
50
London Company of Virginia
Virginia
$320M -$15.1M -149,210 -5%
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