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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
601
Vestmark Advisory Solutions
Massachusetts
$3.02M +$1.54M +16,397 +105%
FIM
602
Fernwood Investment Management
Massachusetts
$3.01M +$24.7K +263 +0.8%
ZCM
603
Ziegler Capital Management
Illinois
$3M +$450K +4,779 +18%
KCG
604
Kinsale Capital Group
Virginia
$3M +$786K +8,354 +35%
MWAM
605
Manhattan West Asset Management
California
$2.99M +$2.99M +31,787 New
VFP
606
Verus Financial Partners
Virginia
$2.99M +$526K +5,793 +21%
MOS
607
MGO One Seven
Ohio
$2.98M +$18.2K +193 +0.6%
FCB
608
First County Bank
Connecticut
$2.96M -$199K -2,119 -6%
HCMG
609
Howard Capital Management Group
California
$2.95M – – –
KPWS
610
Kestra Private Wealth Services
Texas
$2.94M +$108K +1,149 +4%
GRP
611
Global Retirement Partners
California
$2.93M +$506K +5,355 +21%
HSA
612
HBK Sorce Advisory
Pennsylvania
$2.93M -$19.6K -208 -0.7%
BL
613
Balentine LLC
Georgia
$2.9M +$77.7K +826 +3%
BT
614
Brandywine Trust
Delaware
$2.9M – – –
SW
615
SkyOak Wealth
Michigan
$2.87M +$5.83K +62 +0.2%
AG
616
Ascent Group
Virginia
$2.87M -$15K -167 -0.5%
EH
617
Equitable Holdings
New York
$2.86M +$244K +2,597 +9%
CCM
618
Coldstream Capital Management
Washington
$2.85M +$368K +3,916 +15%
GI
619
GLOBALT Investments
Georgia
$2.83M +$2.83M +30,084 New
MCB
620
Morton Community Bank
Illinois
$2.83M +$2.83M +30,047 New
GAM
621
Griffin Asset Management
New York
$2.8M -$404K -4,293 -13%
DAS
622
Dynamic Advisor Solutions
Arizona
$2.79M +$306K +3,208 +12%
CTI
623
Community Trust & Investment
Kentucky
$2.78M -$17.4K -185 -0.6%
EF
624
Empowered Funds
Pennsylvania
$2.77M -$1M -10,659 -27%
PHS
625
Pekin Hardy Strauss
Illinois
$2.76M +$10.6K +113 +0.4%
23 24
25
26 27