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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 %
SA
651
Shilanski & Associates
Alaska
$2.43M +$63.7K +695 +3%
PCM
652
Pointe Capital Management
Michigan
$2.43M -$1.61M -1,762 -40%
CT
653
Chicago Trust
Illinois
$2.42M +$38.2K +417 +2%
GAM
654
Griffin Asset Management
New York
$2.41M -$309K -3,368 -11%
SF
655
Slagle Financial
Illinois
$2.41M -$1.63M -17,840 -40%
ERSOT
656
Employees Retirement System of Texas
Texas
$2.4M +$2.4M +26,209 New
TI
657
TrueMark Investments
Illinois
$2.4M -$44K -480 -2%
SPC
658
Sigma Planning Corp
Michigan
$2.4M +$1.42M +15,480 +145%
DAS
659
Dynamic Advisor Solutions
Arizona
$2.38M -$301K -3,283 -11%
CCP
660
Clarkston Capital Partners
Michigan
$2.37M -$1.56K -17 -0.1%
SPA
661
Sherbrooke Park Advisers
New York
$2.37M +$2.37M +25,896 New
FPAS
662
Focus Partners Advisor Solutions
Missouri
$2.37M +$1.97M +21,469 +492%
WF
663
Welch & Forbes
Massachusetts
$2.36M -$102K -1,118 -4%
SWP
664
Stratos Wealth Partners
Ohio
$2.35M -$5.13K -56 -0.2%
TCPW
665
Twin City Private Wealth
North Carolina
$2.34M +$2.34M +25,135 New
Robeco Institutional Asset Management
666
Robeco Institutional Asset Management
Netherlands
$2.33M -$711K -7,763 -23%
CFM
667
Crawford Fund Management
Massachusetts
$2.32M -$64.1K -700 -3%
MBTD
668
Mechanics Bank - Trust Department
California
$2.31M +$340K +3,715 +17%
CA
669
Clearstead Advisors
Ohio
$2.31M -$164K -1,649 -7%
WANY
670
Wealthspire Advisors (New York)
New York
$2.31M -$135K -1,477 -6%
LFAS
671
Level Four Advisory Services
Texas
$2.31M +$87.4K +929 +4%
HAIM
672
Hunter Associates Investment Management
Pennsylvania
$2.31M +$3.83K +42 +0.2%
KC
673
Kinloch Capital
Virginia
$2.31M +$427K +4,657 +23%
PFA
674
Pathway Financial Advisers
Indiana
$2.3M +$124K +1,350 +6%
KWM
675
Koa Wealth Management
California
$2.3M +$388K +4,237 +20%
25 26
27
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