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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 %
IPAM
551
ICICI Prudential Asset Management
India
$3.99M – – –
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$3.97M +$38.3K +378 +1%
IWM
553
IHT Wealth Management
Illinois
$3.96M -$50K -493 -1%
AFA
554
Abacus FCF Advisors
Florida
$3.95M +$3.95M +38,979 New
TMAM
555
Tokio Marine Asset Management
Japan
$3.94M +$236K +2,330 +6%
AIC
556
Anthracite Investment Company
Texas
$3.93M +$2.27M +22,402 +137%
BF
557
BOK Financial
Oklahoma
$3.91M -$3.96M -39,066 -50%
SSA
558
Schonfeld Strategic Advisors
New York
$3.91M -$9.87M -97,375 -72%
QIM
559
Quantitative Investment Management
Virginia
$3.9M -$6.24M -61,555 -62%
VVP
560
Venture Visionary Partners
Ohio
$3.88M +$81.2K +801 +2%
SC
561
Scotia Capital
Ontario, Canada
$3.88M -$49.3K -487 -1%
Capstone Investment Advisors
562
Capstone Investment Advisors
New York
$3.87M -$2.35M -23,185 -38%
NSEDCP
563
NJ State Employees Deferred Compensation Plan
New Jersey
$3.85M – – –
RCM
564
Ridgepath Capital Management
Tennessee
$3.82M -$41.2K -407 -1%
CA
565
Clearstead Advisors
Ohio
$3.82M +$1.46M +14,435 +62%
LBC
566
Lowe Brockenbrough & Co
Virginia
$3.79M -$136K -1,325 -3%
RBA
567
Richard Bernstein Advisors
New York
$3.77M – – –
PWG
568
Portside Wealth Group
Utah
$3.76M +$265K +2,617 +8%
BCWM
569
Bartlett & Co Wealth Management
Ohio
$3.74M +$421K +4,101 +13%
3IP
570
3Chopt Investment Partners
Virginia
$3.65M +$48.9K +476 +1%
NFC
571
Northeast Financial Consultants
Connecticut
$3.62M -$10.1K -100 -0.3%
PWP
572
Principle Wealth Partners
Connecticut
$3.62M +$28K +276 +0.8%
CTI
573
Community Trust & Investment
Kentucky
$3.59M -$209K -2,060 -5%
VCA
574
Verdence Capital Advisors
Maryland
$3.55M +$79.1K +781 +2%
KPWS
575
Kestra Private Wealth Services
Texas
$3.55M +$211K +2,086 +6%
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