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Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.06%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.06%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$733M
2
Capital World Investors
Capital World Investors
California
+$507M
3
BlackRock
BlackRock
New York
+$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$335M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$661M
2
Capital International Investors
Capital International Investors
California
-$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$264M
5
Invesco
Invesco
Georgia
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
501
Johnson Investment Counsel
Ohio
$6.62M -$20.5K -170 -0.3%
HH
502
Hilltop Holdings
Texas
$6.57M +$80.9K +672 +1%
SWP
503
Sagespring Wealth Partners
Tennessee
$6.54M +$6.54M +54,367 New
SFA
504
Semmax Financial Advisors
North Carolina
$6.53M -$20.4K -137 -0.3%
SAM
505
Silvercrest Asset Management
New York
$6.52M +$18.2K +151 +0.3%
KIC
506
Keating Investment Counselors
Florida
$6.52M -$64.5K -536 -1%
RWM
507
Ritholtz Wealth Management
New York
$6.48M +$2.19M +18,183 +51%
UCFA
508
United Capital Financial Advisors
Texas
$6.46M +$29.2K +243 +0.5%
FNBT
509
FineMark National Bank & Trust
Florida
$6.43M -$93.6K -778 -1%
AMM
510
American Money Management
California
$6.4M +$23.3K +194 +0.4%
IIM
511
INTECH Investment Management
Florida
$6.4M +$5.75M +47,781 +891%
APSI
512
Asset Planning Services Inc
Louisiana
$6.4M +$21.7K +180 +0.3%
AWM
513
Apollon Wealth Management
South Carolina
$6.37M +$1.33M +11,031 +26%
TIAA Trust, National Association
514
TIAA Trust, National Association
North Carolina
$6.36M -$134K -1,116 -2%
EF
515
Empirical Finance
Pennsylvania
$6.36M -$84.2K -700 -1%
KGC
516
Kennon-Green & Company
Ohio
$6.26M -$76.1K -632 -1%
PI
517
PineBridge Investments
New York
$6.19M +$3.41M +28,353 +123%
PHK
518
Point72 Hong Kong
Hong Kong
$6.12M -$1.15M -9,535 -16%
BFS
519
Bard Financial Services
Connecticut
$6.12M -$184K -1,525 -3%
VCM
520
Voleon Capital Management
California
$6.09M +$6.09M +50,610 New
TI
521
TrueMark Investments
Illinois
$6.05M +$515K +4,278 +9%
GAM
522
Generali Asset Management
Italy
$5.98M +$5.98M +49,668 New
CIG
523
CCM Investment Group
Minnesota
$5.97M +$5.97M +49,766 New
CG
524
Caprock Group
Idaho
$5.97M +$464K +3,814 +8%
NSAM
525
North Star Asset Management
Wisconsin
$5.96M -$307K -2,555 -5%
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