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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
30.96%
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
Franklin Resources
California
+$640M
2
GQG Partners
GQG Partners
Florida
+$535M
3
LPC
Lone Pine Capital
Connecticut
+$336M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$311M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$247M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.51B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.06B
3
Ameriprise
Ameriprise
Minnesota
-$448M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$269M
5
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
-$185M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
476
Strategic Wealth Partners
Ohio
$4.95M +$1.32M +14,375 +36%
DAM
477
Deltec Asset Management
New York
$4.95M -$2.09M -22,823 -30%
TIAA Trust, National Association
478
TIAA Trust, National Association
North Carolina
$4.94M -$9.13M -99,605 -65%
NSAM
479
North Star Asset Management
Wisconsin
$4.92M -$1.1K -12 -0%
NC
480
Nicholas Company
Wisconsin
$4.92M – – –
CCG
481
Cypress Capital Group
Florida
$4.91M +$167K +1,826 +4%
KGC
482
Kennon-Green & Company
Ohio
$4.88M -$120K -1,312 -2%
FC
483
FORA Capital
Florida
$4.88M -$4.84M -52,852 -50%
AMM
484
American Money Management
California
$4.86M +$413K +4,507 +9%
BG
485
Bollard Group
Massachusetts
$4.84M +$200K +2,182 +4%
UCFA
486
United Capital Financial Advisors
Texas
$4.8M -$143K -1,559 -3%
MFIM
487
Mesirow Financial Investment Management
Illinois
$4.78M +$893K +9,751 +23%
SC
488
Sapient Capital
Indiana
$4.77M -$170K -1,834 -3%
APSI
489
Asset Planning Services Inc
Louisiana
$4.76M -$54.8K -598 -1%
OLA
490
Oliver Luxxe Assets
New Jersey
$4.74M -$13.1K -143 -0.3%
FCBT
491
First Citizens Bank & Trust
North Carolina
$4.74M +$675K +7,365 +17%
SFS
492
Sowell Financial Services
Arkansas
$4.72M +$462K +4,970 +11%
KRSITF
493
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.69M -$373K -4,074 -7%
BL
494
BCWM LLC
Kansas
$4.67M +$36.7K +401 +0.8%
FBT
495
First Bankers Trust
Kentucky
$4.66M +$151K +1,644 +3%
HCM
496
Huber Capital Management
California
$4.66M +$3.66M +40,000 +368%
SI
497
Stephens Inc
Arkansas
$4.63M -$82.5K -900 -2%
TW
498
Trajan Wealth
Arizona
$4.62M +$4.62M +50,426 New
SAM
499
Synergy Asset Management
Washington
$4.61M +$1.58M +17,294 +52%
QT
500
Quantbot Technologies
New York
$4.56M -$1.04M -11,355 -19%
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