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Philip Morris

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
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
626
Modera Wealth Management
New Jersey
$2.75M +$33K +351 +1%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$2.75M +$31.1K +331 +1%
HKIM
628
Hayek Kallen Investment Management
Alabama
$2.72M -$7.53K -80 -0.3%
SIA
629
Schechter Investment Advisors
Michigan
$2.7M +$235K +2,501 +10%
P
630
Pitcairn
Pennsylvania
$2.7M -$49.5K -526 -2%
SWM
631
SeaCrest Wealth Management
New York
$2.68M +$650K +6,820 +32%
GT
632
Greenleaf Trust
Michigan
$2.67M -$232K -2,470 -8%
WA
633
Wealth Alliance
New York
$2.62M +$11.6K +123 +0.4%
HH
634
Hilltop Holdings
Texas
$2.62M +$35.9K +382 +1%
SWS
635
SYSTM Wealth Solutions
Illinois
$2.61M +$432K +4,548 +20%
HI
636
Horizon Investments
North Carolina
$2.61M +$1.39M +14,722 +113%
CAG
637
Csenge Advisory Group
Florida
$2.59M -$80.1K -851 -3%
LOPW
638
Live Oak Private Wealth
North Carolina
$2.59M +$263K +2,791 +11%
AWM
639
Axxcess Wealth Management
California
$2.58M -$39.8K -423 -2%
WAS
640
Wealth Advisory Solutions
Indiana
$2.57M -$3.49M -37,053 -58%
DA
641
Doliver Advisors
Texas
$2.57M -$1.79K -19 -0.1%
FA
642
FDx Advisors
Illinois
$2.56M -$25.8K -274 -1%
OWA
643
Octavia Wealth Advisors
Ohio
$2.55M +$28.8K +302 +1%
BCM
644
Brookstone Capital Management
Illinois
$2.55M +$32.7K +348 +1%
WF
645
Welch & Forbes
Massachusetts
$2.53M -$7.15K -76 -0.3%
PCM
646
Palisade Capital Management
New Jersey
$2.52M
WANY
647
Wealthspire Advisors (New York)
New York
$2.51M +$31.2K +332 +1%
TI
648
TrueMark Investments
Illinois
$2.51M +$2.51M +26,665 New
EIG
649
Ellenbecker Investment Group
Wisconsin
$2.5M -$61.2K -651 -2%
WB
650
WesBanco Bank
West Virginia
$2.49M +$368K +3,914 +17%