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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
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
476
Stephens Inc
Arkansas
$4.84M +$76.1K +809 +2%
CCG
477
Cloverfields Capital Group
Minnesota
$4.83M +$251K +2,668 +5%
CA
478
Cullinan Associates
Kentucky
$4.82M – – –
VAG
479
VisionPoint Advisory Group
Texas
$4.79M +$2.11M +22,467 +79%
NW
480
NewEdge Wealth
Pennsylvania
$4.79M +$1.97M +20,918 +70%
BG
481
Bollard Group
Massachusetts
$4.76M -$5.15M -54,781 -52%
BL
482
BCWM LLC
Kansas
$4.76M +$41.8K +444 +0.9%
PS
483
Principal Securities
Iowa
$4.76M +$4.76M +50,600 New
VFA
484
Valeo Financial Advisors
Indiana
$4.72M +$197K +2,089 +4%
BIM
485
Bridges Investment Management
Nebraska
$4.65M -$98.8K -1,050 -2%
FBT
486
First Bankers Trust
Kentucky
$4.63M +$697K +7,404 +18%
DIA
487
Dean Investment Associates
Ohio
$4.62M -$133K -1,412 -3%
AMM
488
American Money Management
California
$4.57M -$37.3K -396 -0.8%
AF
489
Allworth Financial
California
$4.56M -$3.29K -35 -0.1%
WJWM
490
Williams Jones Wealth Management
New York
$4.55M -$733K -7,787 -14%
MYAM
491
Meiji Yasuda Asset Management
Japan
$4.52M -$96K -1,020 -2%
AF
492
Ally Financial
Michigan
$4.52M – – –
DILIC
493
Dai-ichi Life Insurance Company
Japan
$4.51M -$26.4M -280,581 -85%
SFA
494
Semmax Financial Advisors
North Carolina
$4.49M -$228K -2,558 -5%
SF
495
Symphony Financial
Texas
$4.48M +$292K +3,086 +7%
LDB
496
Lee, Danner & Bass
Tennessee
$4.48M -$677K -7,197 -13%
Capstone Investment Advisors
497
Capstone Investment Advisors
New York
$4.46M +$2.14M +22,790 +93%
SC
498
Searle & Co
Connecticut
$4.46M – – –
HPC
499
HM Payson & Co
Maine
$4.41M -$52K -553 -1%
SBIA
500
Sheaff Brock Investment Advisors
Indiana
$4.41M +$388K +4,119 +10%
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