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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 %
PWP
576
Principle Wealth Partners
Connecticut
$3.24M +$72.6K +792 +2%
AWA
577
Arkadios Wealth Advisors
Georgia
$3.22M +$36.5K +398 +1%
BMCM
578
Bryn Mawr Capital Management
Pennsylvania
$3.22M -$163K -1,776 -5%
HC
579
Hendley & Co
Ohio
$3.17M -$5.31K -58 -0.2%
MIC
580
Means Investment Company
Maine
$3.17M -$104K -1,135 -3%
PWG
581
Portside Wealth Group
Utah
$3.16M +$86K +939 +3%
AWM
582
Axxcess Wealth Management
California
$3.15M +$639K +6,974 +25%
PAM
583
Panagora Asset Management
Massachusetts
$3.15M +$64.9K +708 +2%
VCA
584
Verdence Capital Advisors
Maryland
$3.14M +$166K +1,807 +6%
GIA
585
Gateway Investment Advisers
Ohio
$3.12M -$65.4K -714 -2%
FNBT
586
FineMark National Bank & Trust
Florida
$3.12M +$66.3K +724 +2%
BFEC
587
Benjamin F. Edwards & Company
Missouri
$3.12M +$95.9K +1,047 +3%
PTC
588
Philadelphia Trust Company
Pennsylvania
$3.11M +$2.56M +28,000 +475%
OAM
589
Ostrum Asset Management
France
$3.09M – – –
AP
590
Arlington Partners
Alabama
$3.06M +$1.2M +13,056 +64%
CIC
591
Cornercap Investment Counsel
Georgia
$3.06M -$2.29K -25 -0.1%
FTC
592
Farmers Trust Company
Ohio
$3.04M +$2.46M +26,869 +425%
SL
593
Salomon & Ludwin
Virginia
$3.04M -$205K -2,242 -6%
VAS
594
Vestmark Advisory Solutions
Massachusetts
$3.03M +$91.7K +1,001 +3%
CCM
595
Coldstream Capital Management
Washington
$3.03M +$256K +2,798 +9%
EH
596
Equitable Holdings
New York
$3.02M +$240K +2,623 +9%
KPWS
597
Kestra Private Wealth Services
Texas
$3.02M +$154K +1,677 +5%
BCWM
598
Bartlett & Co Wealth Management
Ohio
$3M -$262K -2,824 -8%
TTWM
599
TCV Trust & Wealth Management
Virginia
$3M -$88.2K -963 -3%
RCM
600
Raleigh Capital Management
North Carolina
$2.99M -$293K -3,193 -9%
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