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Philip Morris
PM

Overview Fund Activity

2,199 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 832 increasing their positions, 851 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
Holders Change
+63
Holders Change %
+2.95%
% of All Funds
31.99%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
198
Increased
832
Reduced
851
Closed
99
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M

Top Buyers

1
GQG Partners
GQG Partners
Florida
$3.67B
2
Capital World Investors
Capital World Investors
California
$11.7B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$596M
4
Goldman Sachs
Goldman Sachs
New York
$681M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.67B

Top Sellers

1
Capital International Investors
Capital International Investors
California
$9.77B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$2.02B
3
Morgan Stanley
Morgan Stanley
New York
$2.59B
4
Citadel Advisors
Citadel Advisors
Florida
$113M
5
State Street
State Street
Massachusetts
$5.59B
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
501
Stephens Inc
Arkansas
$5M -$122K -1,206 -2%
DAS
502
Diversify Advisory Services
Utah
$4.99M -$1.28M -12,566 -20%
STA
503
Summit Trail Advisors
New York
$4.93M +$3.61M +35,202 +273%
FCH
504
Freestone Capital Holdings
Washington
$4.87M +$19.2K +189 +0.4%
DIA
505
Dean Investment Associates
Ohio
$4.86M -$125K -1,234 -3%
HPC
506
HM Payson & Co
Maine
$4.86M -$25.2K -249 -0.5%
HCM
507
Huber Capital Management
California
$4.85M -$304K -3,000 -6%
GS
508
GTS Securities
New York
$4.84M +$3.03M +29,890 +167%
MA
509
Mutual Advisors
Nebraska
$4.77M +$470K +4,107 +11%
PAM
510
Panagora Asset Management
Massachusetts
$4.76M +$1.27M +12,581 +37%
BL
511
BCWM LLC
Kansas
$4.74M -$425K -4,198 -8%
CA
512
Cullinan Associates
Kentucky
$4.74M -$203 -2 -0%
CIM
513
Contrarius Investment Management
Jersey
$4.73M +$220K +2,174 +5%
AG
514
Ascent Group
Virginia
$4.73M +$148K +1,463 +3%
NC
515
Nicholas Company
Wisconsin
$4.71M -$730K -7,205 -13%
CMP
516
Coston McIsaac & Partners
Maine
$4.66M +$128K +1,268 +3%
Jones Financial Companies
517
Jones Financial Companies
Missouri
$4.65M +$2.24M +22,109 +93%
Lazard Asset Management
518
Lazard Asset Management
New York
$4.6M +$466K +4,599 +11%
Luther King Capital Management (LKCM)
519
Luther King Capital Management (LKCM)
Texas
$4.59M -$101K -994 -2%
WANY
520
Wealthspire Advisors (New York)
New York
$4.57M +$2.01M +19,879 +79%
TCM
521
Tufton Capital Management
Maryland
$4.54M +$33.6K +332 +0.7%
MCM
522
Mengis Capital Management
Oregon
$4.53M -$268K -2,643 -6%
SC
523
Savant Capital
Illinois
$4.51M +$22.5K +222 +0.5%
AIM
524
Anchor Investment Management
South Carolina
$4.51M +$42.7K +421 +1%
FBT
525
First Bank & Trust
South Dakota
$4.51M -$95.1K -939 -2%
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