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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 %
CAG
651
Csenge Advisory Group
Florida
$2.8M -$106K -1,043 -4%
PNAA
652
Pictet North America Advisors
Switzerland
$2.78M -$4.68M -46,228 -63%
PTC
653
Private Trust Company
Ohio
$2.77M +$28.7K +283 +1%
PI
654
PineBridge Investments
New York
$2.76M -$18.7M -185,034 -87%
BCM
655
Brookstone Capital Management
Illinois
$2.76M -$339K -3,128 -11%
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$2.76M -$201K -1,983 -7%
HH
657
Hilltop Holdings
Texas
$2.74M -$65.2K -643 -2%
AC
658
Addison Capital
Pennsylvania
$2.74M +$47.3K +467 +2%
KF
659
Krilogy Financial
Missouri
$2.73M -$4.86K -48 -0.2%
SA
660
Shilanski & Associates
Alaska
$2.73M +$48K +474 +2%
ET
661
Entropy Technologies
New York
$2.73M -$4.71M -46,493 -63%
NRD
662
Nebula Research & Development
New York
$2.73M +$352K +3,477 +15%
AWA
663
Arkadios Wealth Advisors
Georgia
$2.71M -$853K -8,421 -24%
DAS
664
Dynamic Advisor Solutions
Arizona
$2.71M +$73.7K +727 +3%
OWA
665
Octavia Wealth Advisors
Ohio
$2.71M +$282K +2,744 +12%
HAS
666
HBW Advisory Services
California
$2.7M +$735K +7,257 +37%
VFP
667
Verus Financial Partners
Virginia
$2.68M -$10.3K -102 -0.4%
PP
668
Paloma Partners
Connecticut
$2.67M +$1.77M +17,467 +197%
P
669
&Partners
Tennessee
$2.67M +$2.08M +20,530 +354%
CT
670
Chicago Trust
Illinois
$2.66M -$13.1K -129 -0.5%
PAM
671
Paradigm Asset Management
New York
$2.65M +$314K +3,100 +13%
CCP
672
Clarkston Capital Partners
Michigan
$2.62M – – –
SWP
673
Stratos Wealth Partners
Ohio
$2.61M +$10.8K +107 +0.4%
EIG
674
Ellenbecker Investment Group
Wisconsin
$2.59M -$107K -1,059 -4%
PFA
675
Pathway Financial Advisers
Indiana
$2.58M +$36.2K +358 +1%
25 26
27
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