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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
31.98%
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 %
OIA
626
OneDigital Investment Advisors
Kansas
$3.05M +$1.07M +10,524 +54%
MA
627
MYDA Advisors
New York
$3.04M +$3.04M +30,000 New
FDCDDQ
628
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.04M +$1.65M +16,307 +119%
CIA
629
Concurrent Investment Advisors
Florida
$3.03M +$799K +7,888 +36%
DA
630
Doliver Advisors
Texas
$3.02M +$66.4K +655 +2%
VFA
631
Voya Financial Advisors
Connecticut
$3.02M +$92.5K +911 +3%
Robeco Institutional Asset Management
632
Robeco Institutional Asset Management
Netherlands
$3M +$421K +4,155 +16%
SL
633
Salomon & Ludwin
Virginia
$2.96M -$407K -4,019 -12%
MOS
634
MGO One Seven
Ohio
$2.95M +$10.1K +100 +0.3%
LOPW
635
Live Oak Private Wealth
North Carolina
$2.94M +$6.49K +64 +0.2%
PI
636
PFG Investments
New York
$2.94M +$532K +5,250 +22%
HKIM
637
Hayek Kallen Investment Management
Alabama
$2.93M -$27.5K -271 -0.9%
PHS
638
Pekin Hardy Strauss
Illinois
$2.93M +$10K +99 +0.3%
AF
639
Advisornet Financial
Minnesota
$2.92M -$27K -266 -0.9%
WB
640
WesBanco Bank
West Virginia
$2.92M +$48.3K +477 +2%
RWM
641
Ritholtz Wealth Management
New York
$2.9M +$1.02M +10,082 +54%
FFO
642
Fiduciary Family Office
Florida
$2.89M +$611K +6,031 +27%
FCB
643
First County Bank
Connecticut
$2.88M -$233K -2,300 -7%
VAM
644
Verity Asset Management
North Carolina
$2.88M +$1.42M +14,035 +98%
BC
645
Beaconlight Capital
New York
$2.86M +$2.86M +28,260 New
MWM
646
Modera Wealth Management
New Jersey
$2.85M -$17.4K -172 -0.6%
SF
647
Slagle Financial
Illinois
$2.85M +$189K +1,866 +7%
WA
648
Wealth Alliance
New York
$2.84M +$22.4K +221 +0.8%
PGP
649
Prescott General Partners
Florida
$2.84M +$2.84M +28,000 New
HI
650
Horizon Investments
North Carolina
$2.83M +$10.6K +105 +0.4%
24 25
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