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Philip Morris
PM

Overview Fund Activity

2,327 hedge funds and large institutions have $150B invested in Philip Morris in 2024 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 850 increasing their positions, 869 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+128
Holders Change %
+5.82%
% of All Funds
33.66%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
250
Increased
850
Reduced
869
Closed
99
Calls
$1.08B
Puts
$871M
Net Calls
+$213M
Net Calls Change
-$25.3M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.81B
2
GQG Partners
2
GQG Partners
Florida
$5.18B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$608M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.12B
5
Capital World Investors
5
Capital World Investors
California
$14.4B

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.6B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$6.84B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$2.03B
4
DCP
4
D1 Capital Partners
New York
$399M
5
Fundsmith LLP
5
Fundsmith LLP
United Kingdom
$1.46B
Name Holding Trade Value Shares
Change 		Shares
Change %
Viking Global Investors
26
Viking Global Investors
Connecticut
$1.1B -$226M -1,859,895 -17%
Legal & General Group
27
Legal & General Group
United Kingdom
$863M -$44M -362,362 -5%
Goldman Sachs
28
Goldman Sachs
New York
$756M -$59.6M -491,152 -7%
IFP
29
Independent Franchise Partners
United Kingdom
$741M -$72.7M -598,755 -9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$719M -$25M -206,172 -3%
Boston Partners
31
Boston Partners
Massachusetts
$707M +$641K +5,286 +0.1%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$680M -$18.7M -154,080 -3%
GRQ
33
Gardner Russo & Quinn
Pennsylvania
$654M -$9.69M -79,858 -1%
UBS AM
34
UBS AM
Illinois
$650M +$21M +173,229 +3%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$608M +$414M +3,407,723 +213%
Federated Hermes
36
Federated Hermes
Pennsylvania
$593M -$215M -1,770,267 -27%
Ameriprise
37
Ameriprise
Minnesota
$580M -$100M -834,743 -15%
Swiss National Bank
38
Swiss National Bank
Switzerland
$560M +$2.15M +17,700 +0.4%
Canada Pension Plan Investment Board
39
Canada Pension Plan Investment Board
Ontario, Canada
$550M +$103M +849,293 +23%
LPC
40
Lone Pine Capital
Connecticut
$544M -$266M -2,190,473 -33%
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$541M -$160M -1,317,412 -23%
AllianceBernstein
42
AllianceBernstein
Tennessee
$535M -$10.9M -89,914 -2%
Barclays
43
Barclays
United Kingdom
$488M -$107M -880,007 -18%
UBS Group
44
UBS Group
Switzerland
$478M -$4.07M -33,505 -0.8%
Barrow, Hanley, Mewhinney & Strauss
45
Barrow, Hanley, Mewhinney & Strauss
Texas
$469M -$28M -230,975 -6%
FIS
46
Fundsmith Investment Services
Mauritius
$464M -$97.7M -804,712 -17%
Wells Fargo
47
Wells Fargo
California
$438M -$56.2M -463,259 -11%
RJA
48
Raymond James & Associates
Florida
$413M +$12.3M +101,417 +3%
Deutsche Bank
49
Deutsche Bank
Germany
$400M +$35.1M +289,157 +10%
DCP
50
D1 Capital Partners
New York
$399M -$340M -2,798,671 -46%
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