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Philip Morris
PM

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
3IP
651
3Chopt Investment Partners
Virginia
$2.49M +$209K +2,196 +9%
VFA
652
Voya Financial Advisors
Connecticut
$2.46M +$50.2K +534 +2%
CFM
653
Crawford Fund Management
Massachusetts
$2.45M +$2.45M +26,000 New
BFS
654
Bradley Foster & Sargent
Connecticut
$2.44M -$32.1K -341 -1%
CT
655
Chicago Trust
Illinois
$2.44M -$60.4K -642 -2%
CCP
656
Clarkston Capital Partners
Michigan
$2.44M +$1.6K +17 +0.1%
SA
657
Shilanski & Associates
Alaska
$2.43M +$40.7K +433 +2%
SWP
658
Stratos Wealth Partners
Ohio
$2.42M -$128K -1,364 -5%
XSC
659
X-Square Capital
Puerto Rico
$2.41M -$3.95K -42 -0.2%
PTC
660
Private Trust Company
Ohio
$2.41M +$1.79K +19 +0.1%
TW
661
TrinityPoint Wealth
Connecticut
$2.4M +$3.29K +35 +0.1%
MIM
662
Meixler Investment Management
Arizona
$2.4M +$154K +1,635 +7%
HAIM
663
Hunter Associates Investment Management
Pennsylvania
$2.37M -$129K -1,377 -5%
FCM
664
Fortis Capital Management
Washington
$2.35M -$2.16K -23 -0.1%
MC
665
Mount Capital
United Kingdom
$2.35M – – –
CA
666
Clearstead Advisors
Ohio
$2.35M -$2.6M -27,613 -53%
FAM
667
Fred Alger Management
New York
$2.35M +$344K +3,660 +17%
HCA
668
Harbor Capital Advisors
Illinois
$2.34M -$11.1K -118 -0.5%
CG
669
Caprock Group
Idaho
$2.33M +$44.6K +468 +2%
TG
670
TCW Group
California
$2.31M +$2.31M +24,504 New
ACM
671
Ardent Capital Management
Ohio
$2.31M – – –
Jones Financial Companies
672
Jones Financial Companies
Missouri
$2.29M +$103K +1,095 +5%
ISWM
673
Independent Solutions Wealth Management
New York
$2.28M +$272K +2,887 +14%
AC
674
Addison Capital
Pennsylvania
$2.28M +$381K +4,053 +20%
DA
675
DCM Advisors
New York
$2.27M +$364K +3,872 +19%
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