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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
Fidelity Investments
Massachusetts
+$816M
2
GQG Partners
GQG Partners
Florida
+$778M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$414M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$408M
5
Capital World Investors
Capital World Investors
California
+$339M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$509M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$380M
4
DCP
D1 Capital Partners
New York
-$340M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
476
Balyasny Asset Management
Illinois
$6.89M +$6.01M +49,487 +682%
FBT
477
First Bankers Trust
Kentucky
$6.86M -$187K -1,543 -3%
CP
478
Cumberland Partners
Ontario, Canada
$6.78M +$5.57M +45,860 +459%
JIC
479
Johnson Investment Counsel
Ohio
$6.7M -$48K -395 -0.7%
KIC
480
Keating Investment Counselors
Florida
$6.64M -$180K -1,480 -3%
PS
481
Principal Securities
Iowa
$6.64M +$488K +4,022 +8%
FNBT
482
FineMark National Bank & Trust
Florida
$6.58M +$78.8K +649 +1%
SAM
483
Silvercrest Asset Management
New York
$6.56M +$8.98K +74 +0.1%
TIAA Trust, National Association
484
TIAA Trust, National Association
North Carolina
$6.56M +$70.2K +578 +1%
HH
485
Hilltop Holdings
Texas
$6.55M +$3.26M +26,891 +99%
IC
486
IEQ Capital
California
$6.54M +$435K +3,580 +7%
HWM
487
HB Wealth Management
Georgia
$6.53M +$1.2M +9,901 +23%
EF
488
Empirical Finance
Pennsylvania
$6.5M +$138K +1,136 +2%
UCFA
489
United Capital Financial Advisors
Texas
$6.48M +$196K +1,618 +3%
CCG
490
Cypress Capital Group
Florida
$6.47M +$47.5K +391 +0.7%
MFIM
491
Mesirow Financial Investment Management
Illinois
$6.46M +$154K +1,266 +2%
AMM
492
American Money Management
California
$6.43M +$161K +1,324 +3%
APSI
493
Asset Planning Services Inc
Louisiana
$6.43M +$109K +900 +2%
KGC
494
Kennon-Green & Company
Ohio
$6.39M -$7.16K -59 -0.1%
BFS
495
Bard Financial Services
Connecticut
$6.36M -$2.87M -23,670 -31%
NSAM
496
North Star Asset Management
Wisconsin
$6.32M -$107K -879 -2%
IMCOOI
497
Investment Management Corp of Ontario (IMCO)
Canada
$6.27M +$2.06M +17,000 +49%
AFA
498
Abacus FCF Advisors
Florida
$6.24M +$1.51M +12,422 +32%
OLA
499
Oliver Luxxe Assets
New Jersey
$6.21M -$64.8K -534 -1%
CL
500
Choreo LLC
Illinois
$6.2M +$67.9K +558 +1%
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