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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 %
LIP
551
Lighthouse Investment Partners
Florida
$3.66M -$38.5M -419,719 -91%
IWC
552
Integrated Wealth Concepts
Massachusetts
$3.64M -$275K -3,000 -7%
IWM
553
IHT Wealth Management
Illinois
$3.62M +$2.38M +25,952 +191%
IPAM
554
ICICI Prudential Asset Management
India
$3.61M +$3.61M +39,419 New
Assenagon Asset Management
555
Assenagon Asset Management
Luxembourg
$3.57M -$10.8M -118,357 -75%
LBC
556
Lowe Brockenbrough & Co
Virginia
$3.55M -$228K -2,458 -6%
MPWT
557
MassMutual Private Wealth & Trust
Connecticut
$3.55M +$76K +829 +2%
SC
558
Scotia Capital
Ontario, Canada
$3.55M +$40.9K +446 +1%
DA
559
Duality Advisers
Florida
$3.54M +$2.21M +24,093 +166%
NIM
560
NEOS Investment Management
Connecticut
$3.53M +$1.52M +16,544 +75%
RCM
561
Ridgepath Capital Management
Tennessee
$3.5M +$2.52M +27,493 +258%
NSEDCP
562
NJ State Employees Deferred Compensation Plan
New Jersey
$3.48M – – –
MA
563
Mutual Advisors
Nebraska
$3.44M +$153K +1,673 +5%
VVP
564
Venture Visionary Partners
Ohio
$3.44M +$369K +4,024 +12%
CTI
565
Community Trust & Investment
Kentucky
$3.44M +$729K +7,960 +27%
BL
566
Balentine LLC
Georgia
$3.43M +$602K +6,573 +21%
LNC
567
Lincoln National Corp
Pennsylvania
$3.43M +$385K +4,201 +13%
RBA
568
Richard Bernstein Advisors
New York
$3.41M – – –
CW
569
Connectus Wealth
Ohio
$3.4M -$788K -8,524 -19%
MWAM
570
Manhattan West Asset Management
California
$3.38M +$466K +5,087 +16%
TMAM
571
Tokio Marine Asset Management
Japan
$3.35M +$224K +2,440 +7%
NFC
572
Northeast Financial Consultants
Connecticut
$3.28M +$2.2K +24 +0.1%
3IP
573
3Chopt Investment Partners
Virginia
$3.26M +$840K +9,043 +35%
KPPF
574
Klein Pavlis & Peasley Financial
California
$3.26M +$49.1K +536 +2%
HWM
575
HB Wealth Management
Georgia
$3.26M -$59.6K -650 -2%
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