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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 %
FIM
601
Fernwood Investment Management
Massachusetts
$2.98M +$49.9K +545 +2%
UB
602
UMB Bank
Missouri
$2.97M -$9.89M -107,908 -77%
CPBTD
603
Central Pacific Bank - Trust Division
Hawaii
$2.97M +$2.97M +32,486 New
BWP
604
Baldwin Wealth Partners
Massachusetts
$2.96M -$224K -2,441 -7%
WWA
605
WCG Wealth Advisors
Nevada
$2.95M -$940K -10,262 -24%
NB
606
NBT Bank
New York
$2.95M -$25.2K -275 -0.8%
IAG
607
Investmark Advisory Group
Connecticut
$2.94M -$48.2K -526 -2%
MCB
608
Morton Community Bank
Illinois
$2.92M +$170K +1,860 +6%
WCM
609
Windward Capital Management
California
$2.92M -$32.2K -352 -1%
WSFS
610
Wilmington Savings Fund Society
Delaware
$2.9M +$2.9M +31,633 New
HCMG
611
Howard Capital Management Group
California
$2.87M – – –
HSA
612
HBK Sorce Advisory
Pennsylvania
$2.87M +$14.6K +159 +0.5%
PL
613
Parthenon LLC
Kentucky
$2.85M -$177K -1,928 -6%
EWM
614
Evercore Wealth Management
New York
$2.85M -$133K -1,457 -4%
BT
615
Brandywine Trust
Delaware
$2.82M – – –
FCB
616
First County Bank
Connecticut
$2.81M -$69.4K -757 -2%
GI
617
GLOBALT Investments
Georgia
$2.81M +$54K +589 +2%
SW
618
SkyOak Wealth
Michigan
$2.79M -$6.41K -70 -0.2%
JFL
619
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.79M -$561K -6,125 -17%
SIA
620
Schechter Investment Advisors
Michigan
$2.76M +$132K +1,438 +5%
WC
621
Waterloo Capital
Texas
$2.76M +$976K +10,648 +55%
IA
622
IFG Advisory
Georgia
$2.75M -$486K -5,308 -15%
LCM
623
LVM Capital Management
Michigan
$2.71M -$267K -2,919 -9%
GRP
624
Global Retirement Partners
California
$2.69M -$156K -1,706 -5%
P
625
Pitcairn
Pennsylvania
$2.68M +$58.4K +637 +2%
23 24
25
26 27