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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 %
OPCM
526
Osborne Partners Capital Management
California
$3.99M – – –
AWM
527
Apollon Wealth Management
South Carolina
$3.99M +$473K +5,031 +13%
AIM
528
Artemis Investment Management
United Kingdom
$3.98M -$7.51M -79,792 -65%
RL
529
Ruffer LLP
United Kingdom
$3.95M – – –
TNB
530
Thomasville National Bank
Georgia
$3.91M +$75K +797 +2%
RGI
531
River Global Investors
United Kingdom
$3.9M +$3.9M +41,500 New
BSW
532
Buckingham Strategic Wealth
Missouri
$3.89M -$849K -9,025 -18%
LBC
533
Lowe Brockenbrough & Co
Virginia
$3.88M -$2.71M -28,383 -41%
VanEck Associates
534
VanEck Associates
New York
$3.88M -$1.27M -13,544 -25%
SFO
535
Stokes Family Office
Louisiana
$3.88M -$1.21M -12,882 -24%
VCM
536
Violich Capital Management
California
$3.86M -$18.8K -200 -0.5%
CIA
537
Citadel Investment Advisory
Ohio
$3.86M – – –
HIP
538
HUB Investment Partners
Texas
$3.83M +$577K +6,128 +18%
USCWA
539
U.S. Capital Wealth Advisors
Texas
$3.81M -$3.51M -37,357 -48%
FI
540
FJ Investments
Utah
$3.78M +$3.78M +40,200 New
SWP
541
Strategic Wealth Partners
Ohio
$3.73M +$873K +9,282 +31%
FBT
542
First Bank & Trust
South Dakota
$3.72M -$294K -3,122 -7%
SC
543
Sepio Capital
Utah
$3.72M +$987K +10,492 +36%
AF
544
Advisornet Financial
Minnesota
$3.69M +$153K +1,621 +4%
QOP
545
Quinn Opportunity Partners
Virginia
$3.67M – – –
GS
546
GTS Securities
New York
$3.63M -$23.6K -251 -0.6%
SC
547
Scotia Capital
Ontario, Canada
$3.61M -$323K -3,433 -8%
NSEDCP
548
NJ State Employees Deferred Compensation Plan
New Jersey
$3.58M – – –
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$3.57M -$69.2K -736 -2%
MFIM
550
Mesirow Financial Investment Management
Illinois
$3.57M +$3.57M +42,433 New
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