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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 %
Hudson Bay Capital Management
551
Hudson Bay Capital Management
Connecticut
$3.56M -$1.31M -13,921 -27%
RBA
552
Richard Bernstein Advisors
New York
$3.5M +$2.26K +24 +0.1%
SW
553
SteelPeak Wealth
California
$3.5M -$4.79M -49,757 -58%
BMCM
554
Bryn Mawr Capital Management
Pennsylvania
$3.47M -$2.74M -29,073 -44%
JFL
555
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.44M -$428K -4,550 -11%
IMCOOI
556
Investment Management Corp of Ontario (IMCO)
Canada
$3.41M +$3.41M +36,213 New
HWM
557
HB Wealth Management
Georgia
$3.41M -$222K -2,363 -6%
MA
558
Mutual Advisors
Nebraska
$3.38M +$120K +1,275 +4%
RCM
559
Raleigh Capital Management
North Carolina
$3.37M -$93.1K -990 -3%
NFC
560
Northeast Financial Consultants
Connecticut
$3.37M – – –
MIC
561
Means Investment Company
Maine
$3.36M -$157K -1,665 -4%
BC
562
Bartlett & Co
Ohio
$3.36M -$87K -912 -3%
BCWM
563
Bartlett & Co Wealth Management
Ohio
$3.35M -$87K -912 -3%
SIP
564
Stoneridge Investment Partners
Pennsylvania
$3.35M +$1.46M +15,469 +77%
IA
565
IFG Advisory
Georgia
$3.32M -$82K -872 -2%
KPPF
566
Klein Pavlis & Peasley Financial
California
$3.3M +$3.3M +35,060 New
GAM
567
Groupama Asset Management
France
$3.29M +$3.29M +69,971 New
SL
568
Salomon & Ludwin
Virginia
$3.28M – – –
CSS
569
Cubist Systematic Strategies
Connecticut
$3.28M -$10.5M -111,641 -76%
AWA
570
Arkadios Wealth Advisors
Georgia
$3.27M -$14.1K -150 -0.4%
GIA
571
Gateway Investment Advisers
Ohio
$3.27M -$96K -1,020 -3%
BWP
572
Baldwin Wealth Partners
Massachusetts
$3.27M -$14.6K -155 -0.4%
HC
573
Hendley & Co
Ohio
$3.26M -$98.3K -1,045 -3%
Verition Fund Management
574
Verition Fund Management
Connecticut
$3.26M +$1.39M +14,724 +74%
PWP
575
Principle Wealth Partners
Connecticut
$3.26M -$59.7K -635 -2%
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