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Philip Morris
PM

Overview Fund Activity

2,327 hedge funds and large institutions have $150B invested in Philip Morris in 2024 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 850 increasing their positions, 869 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+128
Holders Change %
+5.82%
% of All Funds
33.66%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
250
Increased
850
Reduced
869
Closed
99
Calls
$1.08B
Puts
$871M
Net Calls
+$213M
Net Calls Change
-$25.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$816M
2
GQG Partners
GQG Partners
Florida
+$778M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$414M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$408M
5
Capital World Investors
Capital World Investors
California
+$339M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$509M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$380M
4
DCP
D1 Capital Partners
New York
-$340M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
526
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.59M -$499K -4,107 -8%
TI
527
TrueMark Investments
Illinois
$5.58M +$524K +4,320 +10%
CG
528
Caprock Group
Idaho
$5.55M +$450K +3,669 +9%
SCM
529
Sterling Capital Management
North Carolina
$5.54M +$5.54M +45,596 New
AG
530
Algert Global
California
$5.46M +$5.46M +45,012 New
SFA
531
Semmax Financial Advisors
North Carolina
$5.46M -$670K -5,393 -11%
SVWAG
532
Sound View Wealth Advisors Group
Georgia
$5.44M +$2.95M +24,287 +118%
BEI
533
Benjamin Edwards Inc
Missouri
$5.44M +$4.2M +34,565 +337%
IWC
534
Integrated Wealth Concepts
Massachusetts
$5.42M +$479K +3,942 +10%
RG
535
Rathbones Group
United Kingdom
$5.42M -$880K -7,245 -14%
CA
536
Cullinan Associates
Kentucky
$5.39M -$177K -1,484 -3%
Luther King Capital Management (LKCM)
537
Luther King Capital Management (LKCM)
Texas
$5.37M -$120K -990 -2%
MCM
538
Mengis Capital Management
Oregon
$5.35M -$76.7K -632 -1%
EWA
539
EP Wealth Advisors
California
$5.35M +$2.47M +20,350 +86%
DW30
540
Drucker Wealth 3.0
New Jersey
$5.35M +$122K +1,001 +2%
IWM
541
IHT Wealth Management
Illinois
$5.32M +$589K +4,852 +12%
VCM
542
Violich Capital Management
California
$5.31M +$27.3K +225 +0.5%
CK
543
Cohen Klingenstein
New York
$5.3M – – –
NO
544
Ninety One
South Africa
$5.3M -$2.23M -18,371 -30%
Walleye Capital
545
Walleye Capital
New York
$5.29M +$3.59M +29,540 +210%
FTC
546
Farmers Trust Company
Ohio
$5.29M +$83.4K +687 +2%
OPCM
547
Osborne Partners Capital Management
California
$5.28M -$25.3K -208 -0.5%
PA
548
Pinnacle Associates
New York
$5.27M +$198K +2,101 +4%
GIA
549
Guyasuta Investment Advisors
Pennsylvania
$5.23M -$6.8K -56 -0.1%
TCM
550
Tufton Capital Management
Maryland
$5.23M -$216K -1,781 -4%
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