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Philip Morris
PM

Overview Fund Activity

2,199 hedge funds and large institutions have $125B invested in Philip Morris in 2024 Q2 according to their latest regulatory filings, with 198 funds opening new positions, 832 increasing their positions, 851 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,199
Holders Change
+63
Holders Change %
+2.95%
% of All Funds
31.99%
Holding in Top 10
60
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+33.33%
% of All Funds
0.87%
New
198
Increased
832
Reduced
851
Closed
99
Calls
$734M
Puts
$495M
Net Calls
+$239M
Net Calls Change
+$135M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$3.07B
2
Capital World Investors
Capital World Investors
California
+$438M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$263M
4
Goldman Sachs
Goldman Sachs
New York
+$259M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$238M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$630M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$416M
3
Morgan Stanley
Morgan Stanley
New York
-$383M
4
Citadel Advisors
Citadel Advisors
Florida
-$362M
5
State Street
State Street
Massachusetts
-$356M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
601
Baldwin Wealth Partners
Massachusetts
$3.23M -$41.4K -409 -1%
IA
602
IFG Advisory
Georgia
$3.22M +$179K +1,771 +6%
GAM
603
Groupama Asset Management
France
$3.21M +$1.14M +22,354 +55%
UB
604
UMB Bank
Missouri
$3.21M -$82K -809 -2%
TTWM
605
TCV Trust & Wealth Management
Virginia
$3.21M -$108K -1,063 -3%
SFA
606
Sequoia Financial Advisors
Ohio
$3.2M +$486K +4,793 +18%
HCMG
607
Howard Capital Management Group
California
$3.18M – – –
BRWA
608
B. Riley Wealth Advisors
Florida
$3.18M -$927K -9,031 -23%
OAM
609
Ostrum Asset Management
France
$3.18M -$247K -2,436 -7%
PL
610
Parthenon LLC
Kentucky
$3.16M +$2.03K +20 +0.1%
WSFS
611
Wilmington Savings Fund Society
Delaware
$3.15M -$53.7K -530 -2%
GT
612
Greenleaf Trust
Michigan
$3.14M +$413K +4,074 +15%
FAM
613
Fred Alger Management
New York
$3.13M +$299K +2,955 +11%
EWM
614
Evercore Wealth Management
New York
$3.12M -$27.8K -274 -0.9%
BT
615
Brandywine Trust
Delaware
$3.12M – – –
WCM
616
Windward Capital Management
California
$3.12M -$104K -1,026 -3%
CPBTD
617
Central Pacific Bank - Trust Division
Hawaii
$3.12M -$171K -1,685 -5%
HSA
618
HBK Sorce Advisory
Pennsylvania
$3.12M -$50.9K -502 -2%
SIA
619
Schechter Investment Advisors
Michigan
$3.09M +$36.7K +362 +1%
WC
620
Waterloo Capital
Texas
$3.09M +$37.4K +369 +1%
GI
621
GLOBALT Investments
Georgia
$3.08M -$27.5K -271 -0.9%
Man Group
622
Man Group
United Kingdom
$3.08M +$672K +6,630 +28%
SW
623
SkyOak Wealth
Michigan
$3.07M -$14.2K -140 -0.5%
RCM
624
Raleigh Capital Management
North Carolina
$3.06M -$251K -2,478 -8%
FRA
625
Frank Rimerman Advisors
California
$3.06M +$3.06M +30,160 +125,667%
23 24
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