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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 %
RWM
601
Ritholtz Wealth Management
New York
$4.33M +$861K +7,094 +25%
PWP
602
Principle Wealth Partners
Connecticut
$4.32M -$16.5K -136 -0.4%
MPM
603
Meritage Portfolio Management
Kansas
$4.31M -$3.21M -26,455 -43%
MWAM
604
Manhattan West Asset Management
California
$4.3M +$233K +1,922 +6%
CIM
605
Chiron Investment Management
New York
$4.29M +$4.29M +35,360 New
AP
606
Arlington Partners
Alabama
$4.28M +$375K +3,087 +10%
3IP
607
3Chopt Investment Partners
Virginia
$4.25M -$122K -992 -3%
CWP
608
Capital Wealth Planning
Florida
$4.24M +$1.18M +9,731 +39%
PWG
609
Portside Wealth Group
Utah
$4.22M -$282K -2,327 -6%
Nomura Holdings
610
Nomura Holdings
Japan
$4.15M -$6.41M -52,762 -61%
CCM
611
Coldstream Capital Management
Washington
$4.14M +$255K +2,098 +7%
UB
612
UMB Bank
Missouri
$4.13M +$289K +2,378 +8%
WWA
613
WCG Wealth Advisors
Nevada
$4.13M -$5.34K -44 -0.1%
BMCM
614
Bryn Mawr Capital Management
Pennsylvania
$4.13M -$24.4K -201 -0.6%
MIC
615
Means Investment Company
Maine
$4.09M -$146K -1,199 -3%
HAIM
616
Hunter Associates Investment Management
Pennsylvania
$4.07M +$63.7K +526 +2%
WCM
617
Windward Capital Management
California
$4.05M +$306K +2,524 +8%
FIM
618
Fernwood Investment Management
Massachusetts
$4.04M +$74.3K +612 +2%
MCB
619
Morton Community Bank
Illinois
$4.04M -$72.8K -600 -2%
PTC
620
Philadelphia Trust Company
Pennsylvania
$4.04M -$85.6K -705 -2%
GIA
621
Gateway Investment Advisers
Ohio
$3.99M -$74.3K -612 -2%
FT
622
Fiduciary Trust
Massachusetts
$3.99M +$1.14M +9,391 +40%
NB
623
NBT Bank
New York
$3.98M -$41K -338 -1%
GT
624
Greenleaf Trust
Michigan
$3.95M +$195K +1,604 +5%
IA
625
IFG Advisory
Georgia
$3.94M +$85.5K +704 +2%
23 24
25
26 27