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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 %
SAM
551
Shell Asset Management
Netherlands
$5.22M +$5.22M +42,993 New
SBIA
552
Sheaff Brock Investment Advisors
Indiana
$5.22M -$35.3K -291 -0.7%
FCH
553
Freestone Capital Holdings
Washington
$5.21M -$628K -5,169 -11%
WJWM
554
Williams Jones Wealth Management
New York
$5.19M -$155K -1,277 -3%
FBT
555
First Bank & Trust
South Dakota
$5.19M -$214K -1,762 -4%
TMAM
556
Tokio Marine Asset Management
Japan
$5.16M +$436K +3,595 +9%
TNB
557
Thomasville National Bank
Georgia
$5.16M +$82.4K +679 +2%
MCM
558
Makena Capital Management
California
$5.15M +$5.15M +42,422 New
AWM
559
Apollon Wealth Management
South Carolina
$5.09M -$13.2K -109 -0.3%
Squarepoint
560
Squarepoint
New York
$5.08M -$43.6M -358,939 -90%
SFS
561
Sowell Financial Services
Arkansas
$5.07M -$982K -8,004 -16%
SSA
562
Schonfeld Strategic Advisors
New York
$5.07M +$390K +3,210 +8%
CIA
563
Citadel Investment Advisory
Ohio
$5.04M +$59.5K +490 +1%
GRP
564
Global Retirement Partners
California
$4.92M +$65.4K +539 +1%
AWM
565
Axxcess Wealth Management
California
$4.9M +$710K +5,846 +17%
CS
566
Cannell & Spears
New York
$4.9M – – –
FB
567
Fulton Bank
Pennsylvania
$4.86M -$1.14M -9,425 -19%
SFO
568
Stokes Family Office
Louisiana
$4.85M -$168K -1,386 -3%
VFA
569
Valeo Financial Advisors
Indiana
$4.84M -$508K -4,183 -9%
NC
570
Nicholas Company
Wisconsin
$4.82M -$823K -6,780 -15%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$4.78M +$21.4K +176 +0.4%
LBC
572
Lowe Brockenbrough & Co
Virginia
$4.76M +$230K +1,873 +5%
RCM
573
Ridgepath Capital Management
Tennessee
$4.76M +$176K +1,446 +4%
CIM
574
Contrarius Investment Management
Jersey
$4.72M -$956K -7,873 -17%
TAMH
575
Taikang Asset Management (HK)
Hong Kong
$4.7M +$2.42M +19,900 +106%
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