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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 %
AG
526
Algert Global
California
$5.89M +$473K +3,928 +9%
EIM
527
Emmett Investment Management
New York
$5.86M +$5.86M +48,710 New
IAG
528
Investmark Advisory Group
Connecticut
$5.86M +$21.1K +175 +0.4%
ACM
529
Altrius Capital Management
North Carolina
$5.78M -$106K -881 -2%
DAM
530
Deltec Asset Management
New York
$5.77M -$144K -1,193 -2%
SC
531
Savant Capital
Illinois
$5.75M +$138K +1,148 +2%
EWA
532
EP Wealth Advisors
California
$5.73M +$426K +3,541 +8%
SC
533
Scotia Capital
Ontario, Canada
$5.63M +$1.18M +9,791 +26%
FCBT
534
First Citizens Bank & Trust
North Carolina
$5.6M -$45.6K -379 -0.8%
CCG
535
Cypress Capital Group
Florida
$5.59M -$825K -6,852 -13%
AC
536
Allstate Corporation
Illinois
$5.57M +$5.57M +46,244 New
ECP
537
Elwood Capital Partners
New York
$5.54M +$5.54M +46,011 New
WANY
538
Wealthspire Advisors (New York)
New York
$5.5M -$88.5K -735 -2%
HPC
539
HM Payson & Co
Maine
$5.5M -$96K -798 -2%
SFS
540
Sowell Financial Services
Arkansas
$5.49M +$515K +4,280 +10%
IWC
541
Integrated Wealth Concepts
Massachusetts
$5.47M +$92.2K +766 +2%
SAM
542
Shell Asset Management
Netherlands
$5.46M +$289K +2,400 +6%
AIM
543
Anchor Investment Management
South Carolina
$5.45M -$95.1K -790 -2%
FCM
544
Fieldview Capital Management
Michigan
$5.42M +$5.42M +45,072 New
BL
545
BCWM LLC
Kansas
$5.39M +$5.39M +44,803 New
CMP
546
Coston McIsaac & Partners
Maine
$5.37M -$148K -1,229 -3%
RHIG
547
R.H. Investment Group
Arizona
$5.35M +$5.35M +44,495 New
MCM
548
Mengis Capital Management
Oregon
$5.35M +$46.9K +390 +0.9%
CA
549
Cullinan Associates
Kentucky
$5.32M -$124K -1,030 -2%
SVWAG
550
Sound View Wealth Advisors Group
Georgia
$5.31M -$80.8K -671 -1%
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