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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
+$3.07B
2
Capital World Investors
Capital World Investors
California
+$438M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$263M
4
Goldman Sachs
Goldman Sachs
New York
+$259M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$630M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Morgan Stanley
Morgan Stanley
New York
-$383M
4
Citadel Advisors
Citadel Advisors
Florida
-$362M
5
State Street
State Street
Massachusetts
-$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
526
Valeo Financial Advisors
Indiana
$4.47M -$31.7K -313 -0.7%
WJWM
527
Williams Jones Wealth Management
New York
$4.47M -$45K -444 -1%
DEA
528
DoubleLine ETF Adviser
Florida
$4.45M -$38K -375 -0.8%
HWM
529
HB Wealth Management
Georgia
$4.44M +$842K +8,309 +23%
OPCM
530
Osborne Partners Capital Management
California
$4.43M +$126K +1,248 +3%
CK
531
Cohen Klingenstein
New York
$4.43M – – –
VCM
532
Violich Capital Management
California
$4.41M +$190K +1,874 +5%
SBIA
533
Sheaff Brock Investment Advisors
Indiana
$4.38M -$352K -3,474 -7%
DW30
534
Drucker Wealth 3.0
New Jersey
$4.36M +$4.36M +43,032 New
MIF
535
Mediolanum International Funds
Ireland
$4.36M -$4.89M -51,553 -53%
FTC
536
Farmers Trust Company
Ohio
$4.35M +$983K +9,703 +29%
CG
537
Caprock Group
Idaho
$4.27M +$1.76M +17,109 +70%
FC
538
FORA Capital
Florida
$4.27M -$1.13M -11,166 -21%
AWM
539
Apollon Wealth Management
South Carolina
$4.26M -$44K -434 -1%
TNB
540
Thomasville National Bank
Georgia
$4.23M -$47K -464 -1%
Parallax Volatility Advisers
541
Parallax Volatility Advisers
California
$4.23M -$6.1M -60,180 -59%
TI
542
TrueMark Investments
Illinois
$4.22M +$1.57M +15,480 +59%
SFO
543
Stokes Family Office
Louisiana
$4.19M +$7.6K +75 +0.2%
CIA
544
Citadel Investment Advisory
Ohio
$4.16M – – –
IWC
545
Integrated Wealth Concepts
Massachusetts
$4.13M +$106K +1,047 +3%
CS
546
Cannell & Spears
New York
$4.09M -$102K -1,006 -2%
GIA
547
Guyasuta Investment Advisors
Pennsylvania
$4.06M -$118K -1,249 -3%
GRP
548
Global Retirement Partners
California
$4.05M +$1.08M +10,644 +36%
Group One Trading
549
Group One Trading
Illinois
$4.05M +$3.07M +30,299 +314%
SC
550
Sepio Capital
Utah
$4.03M -$93.1K -919 -2%
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