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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 %
WIS
576
Wright Investors Service
Connecticut
$4.7M -$1.48M -12,155 -24%
CWG
577
Cornerstone Wealth Group
North Carolina
$4.69M +$3.84M +31,592 +450%
Wolverine Trading
578
Wolverine Trading
Illinois
$4.68M +$2.31M +19,133 +97%
SA
579
Shilanski & Associates
Alaska
$4.68M +$1.38M +11,301 +42%
HKAM
580
Horizon Kinetics Asset Management
New York
$4.65M +$1.9M +15,630 +69%
CA
581
Clearstead Advisors
Ohio
$4.63M +$45.3K +373 +1%
NSEDCP
582
NJ State Employees Deferred Compensation Plan
New Jersey
$4.61M – – –
SC
583
Sepio Capital
Utah
$4.58M -$250K -2,062 -5%
RBA
584
Richard Bernstein Advisors
New York
$4.52M – – –
TSWM
585
Tyler-Stone Wealth Management
Ohio
$4.51M +$2.09M +17,204 +86%
SC
586
Scotia Capital
Ontario, Canada
$4.49M -$156K -1,287 -3%
BF
587
BOK Financial
Oklahoma
$4.49M -$74.5K -629 -2%
BCWM
588
Bartlett & Co Wealth Management
Ohio
$4.48M +$6.63K +54 +0.1%
NFC
589
Northeast Financial Consultants
Connecticut
$4.46M +$126K +1,036 +3%
SAM
590
Strategy Asset Managers
California
$4.46M +$4.15M +34,159 +1,334%
VAS
591
Vestmark Advisory Solutions
Massachusetts
$4.44M +$330K +2,718 +8%
KPWS
592
Kestra Private Wealth Services
Texas
$4.42M +$172K +1,415 +4%
AG
593
Ascent Group
Virginia
$4.41M -$1.26M -10,371 -22%
EH
594
Equitable Holdings
New York
$4.41M +$381K +3,141 +9%
DEA
595
DoubleLine ETF Adviser
Florida
$4.4M -$933K -7,683 -17%
SFA
596
Sequoia Financial Advisors
Ohio
$4.39M +$559K +4,605 +15%
MIF
597
Mediolanum International Funds
Ireland
$4.38M -$1.15M -9,571 -21%
GS
598
GTS Securities
New York
$4.38M -$1.42M -11,734 -25%
ClearBridge Investments
599
ClearBridge Investments
New York
$4.34M +$4.1M +33,737 +1,646%
BWP
600
Baldwin Wealth Partners
Massachusetts
$4.34M +$459K +3,775 +12%
22 23
24
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