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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 %
CIM
526
Contrarius Investment Management
Jersey
$4.08M -$98.1K -1,071 -2%
WJWM
527
Williams Jones Wealth Management
New York
$4.08M -$356K -3,886 -8%
TCM
528
Tufton Capital Management
Maryland
$4.08M +$138K +1,501 +3%
SC
529
Savant Capital
Illinois
$4.06M +$146K +1,591 +4%
DEA
530
DoubleLine ETF Adviser
Florida
$4.06M +$4.06M +44,312 New
CIM
531
Chiron Investment Management
New York
$4.06M -$15.6M -170,252 -79%
AIM
532
Anchor Investment Management
South Carolina
$4.04M +$71.6K +782 +2%
CK
533
Cohen Klingenstein
New York
$4M – – –
ECU
534
Eisler Capital (UK)
United Kingdom
$3.94M +$1.74M +18,992 +79%
Nomura Holdings
535
Nomura Holdings
Japan
$3.92M +$3.28M +35,818 +512%
OPCM
536
Osborne Partners Capital Management
California
$3.89M – – –
AWM
537
Apollon Wealth Management
South Carolina
$3.89M +$5.77K +63 +0.1%
TNB
538
Thomasville National Bank
Georgia
$3.87M +$60.1K +656 +2%
SW
539
SteelPeak Wealth
California
$3.87M +$489K +5,260 +14%
RIM
540
Rakuten Investment Management
Japan
$3.84M +$3.48M +38,022 +991%
VCM
541
Violich Capital Management
California
$3.81M +$55K +600 +1%
Kayne Anderson Rudnick Investment Management
542
Kayne Anderson Rudnick Investment Management
California
$3.8M -$410K -4,470 -10%
CS
543
Cannell & Spears
New York
$3.79M +$2.8M +30,614 +285%
SFO
544
Stokes Family Office
Louisiana
$3.78M -$1.19K -13 -0%
USCWA
545
U.S. Capital Wealth Advisors
Texas
$3.77M +$61.5K +671 +2%
CIA
546
Citadel Investment Advisory
Ohio
$3.76M – – –
KCG
547
Kinsale Capital Group
Virginia
$3.76M +$832K +9,084 +28%
BRWA
548
B. Riley Wealth Advisors
Florida
$3.75M +$749K +7,981 +25%
Lazard Asset Management
549
Lazard Asset Management
New York
$3.74M -$549K -5,996 -13%
SC
550
Sepio Capital
Utah
$3.73M +$106K +1,156 +3%
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