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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 %
DIA
501
Dean Investment Associates
Ohio
$4.51M +$11.7K +128 +0.3%
AAS
502
Avantax Advisory Services
Texas
$4.5M -$581K -6,345 -11%
ACM
503
Altrius Capital Management
North Carolina
$4.45M +$489K +5,337 +12%
MF
504
Magnetar Financial
Illinois
$4.44M +$283K +3,084 +7%
HPC
505
HM Payson & Co
Maine
$4.42M +$121K +1,320 +3%
VFA
506
Valeo Financial Advisors
Indiana
$4.4M -$569K -5,744 -11%
FCH
507
Freestone Capital Holdings
Washington
$4.39M +$192K +2,099 +5%
MCM
508
Mengis Capital Management
Oregon
$4.34M +$231K +2,523 +6%
BIM
509
Bridges Investment Management
Nebraska
$4.32M -$199K -2,170 -4%
DILIC
510
Dai-ichi Life Insurance Company
Japan
$4.32M -$66K -720 -2%
PS
511
Principal Securities
Iowa
$4.3M -$335K -3,661 -7%
AF
512
Allworth Financial
California
$4.29M -$147K -1,601 -3%
FB
513
Fulton Bank
Pennsylvania
$4.29M +$39.7K +433 +0.9%
CA
514
Cullinan Associates
Kentucky
$4.28M -$413K -4,510 -9%
SBIA
515
Sheaff Brock Investment Advisors
Indiana
$4.28M -$12K -131 -0.3%
SC
516
Searle & Co
Connecticut
$4.28M -$63.8K -696 -1%
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$4.27M +$78.5K +857 +2%
Luther King Capital Management (LKCM)
518
Luther King Capital Management (LKCM)
Texas
$4.24M -$41.7K -455 -1%
IC
519
IEQ Capital
California
$4.18M +$127K +1,381 +3%
GIA
520
Guyasuta Investment Advisors
Pennsylvania
$4.17M -$14.2K -151 -0.3%
FNT
521
First National Trust
Pennsylvania
$4.17M +$125K +1,360 +3%
FBT
522
First Bank & Trust
South Dakota
$4.16M +$534K +5,824 +15%
AG
523
Ascent Group
Virginia
$4.15M +$1.22M +13,318 +42%
CMP
524
Coston McIsaac & Partners
Maine
$4.1M +$124K +1,351 +3%
SF
525
Symphony Financial
Texas
$4.09M -$245K -2,679 -6%
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