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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 %
Lazard Asset Management
501
Lazard Asset Management
New York
$4.4M -$1.7M -18,083 -28%
Luther King Capital Management (LKCM)
502
Luther King Capital Management (LKCM)
Texas
$4.39M -$5.08K -54 -0.1%
SFS
503
Sowell Financial Services
Arkansas
$4.37M +$10.2K +107 +0.2%
FB
504
Fulton Bank
Pennsylvania
$4.36M +$56.1K +596 +1%
Kayne Anderson Rudnick Investment Management
505
Kayne Anderson Rudnick Investment Management
California
$4.33M -$325K -3,457 -7%
QCM
506
Quantinno Capital Management
New York
$4.32M +$120K +1,274 +3%
FCH
507
Freestone Capital Holdings
Washington
$4.31M +$65.5K +696 +2%
Carson Wealth (CWM LLC)
508
Carson Wealth (CWM LLC)
Nebraska
$4.3M +$1.06M +11,228 +33%
CW
509
Connectus Wealth
Ohio
$4.3M -$405K -4,275 -9%
CIM
510
Contrarius Investment Management
Jersey
$4.29M -$1.14M -12,092 -21%
MF
511
Magnetar Financial
Illinois
$4.27M +$4.27M +45,411 New
MCM
512
Mengis Capital Management
Oregon
$4.22M +$54.1K +575 +1%
SVWAG
513
Sound View Wealth Advisors Group
Georgia
$4.21M +$1.55M +16,450 +58%
GIA
514
Guyasuta Investment Advisors
Pennsylvania
$4.19M -$48.5K -515 -1%
FCBT
515
First Citizens Bank & Trust
North Carolina
$4.17M +$1.2M +12,797 +41%
IC
516
IEQ Capital
California
$4.16M +$758K +8,056 +22%
FNT
517
First National Trust
Pennsylvania
$4.16M -$153K -1,631 -4%
CK
518
Cohen Klingenstein
New York
$4.11M – – –
CMP
519
Coston McIsaac & Partners
Maine
$4.08M +$77.7K +826 +2%
AIM
520
Anchor Investment Management
South Carolina
$4.07M +$30.6K +325 +0.8%
ACM
521
Altrius Capital Management
North Carolina
$4.07M +$70.9K +754 +2%
TCM
522
Tufton Capital Management
Maryland
$4.04M -$145K -1,543 -3%
SC
523
Savant Capital
Illinois
$4.02M +$151K +1,608 +4%
IWC
524
Integrated Wealth Concepts
Massachusetts
$4.02M -$691K -7,343 -15%
WWA
525
WCG Wealth Advisors
Nevada
$4M -$412K -4,383 -9%
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