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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 %
HKIM
626
Hayek Kallen Investment Management
Alabama
$2.68M +$32.2K +352 +1%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$2.67M -$6.41K -70 -0.2%
DA
628
Doliver Advisors
Texas
$2.67M +$168K +1,839 +7%
AF
629
Advisornet Financial
Minnesota
$2.67M -$929K -10,136 -26%
MOS
630
MGO One Seven
Ohio
$2.66M -$242K -2,643 -8%
VFA
631
Voya Financial Advisors
Connecticut
$2.66M +$247K +2,681 +10%
LOPW
632
Live Oak Private Wealth
North Carolina
$2.65M +$129K +1,405 +5%
PHS
633
Pekin Hardy Strauss
Illinois
$2.64M -$46K -502 -2%
CAG
634
Csenge Advisory Group
Florida
$2.63M +$106K +1,153 +4%
BCM
635
Brookstone Capital Management
Illinois
$2.62M +$134K +1,466 +5%
MWM
636
Modera Wealth Management
New Jersey
$2.59M -$88.6K -967 -3%
WB
637
WesBanco Bank
West Virginia
$2.59M +$170K +1,855 +7%
FAM
638
Fred Alger Management
New York
$2.56M +$276K +3,012 +12%
WA
639
Wealth Alliance
New York
$2.55M +$2.57K +28 +0.1%
HI
640
Horizon Investments
North Carolina
$2.55M +$7.88K +86 +0.3%
HH
641
Hilltop Holdings
Texas
$2.54M -$10.1K -110 -0.4%
SWS
642
SYSTM Wealth Solutions
Illinois
$2.49M -$49.2K -532 -2%
CW
643
CreativeOne Wealth
Kansas
$2.49M +$1.45M +15,776 +138%
PTC
644
Private Trust Company
Ohio
$2.48M +$136K +1,481 +6%
KF
645
Krilogy Financial
Missouri
$2.48M +$2.48M +27,025 New
GT
646
Greenleaf Trust
Michigan
$2.46M -$133K -1,456 -5%
SFA
647
Sequoia Financial Advisors
Ohio
$2.46M -$486K -5,305 -17%
EIG
648
Ellenbecker Investment Group
Wisconsin
$2.44M +$4.22K +46 +0.2%
VFP
649
Verus Financial Partners
Virginia
$2.43M -$582K -6,347 -19%
AC
650
Addison Capital
Pennsylvania
$2.43M +$214K +2,335 +10%
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