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Philip Morris
PM

Overview Fund Activity

2,327 hedge funds and large institutions have $150B invested in Philip Morris in 2024 Q3 according to their latest regulatory filings, with 250 funds opening new positions, 850 increasing their positions, 869 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,327
Holders Change
+128
Holders Change %
+5.82%
% of All Funds
33.66%
Holding in Top 10
65
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+8.33%
% of All Funds
0.94%
New
250
Increased
850
Reduced
869
Closed
99
Calls
$1.08B
Puts
$871M
Net Calls
+$213M
Net Calls Change
-$25.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$816M
2
GQG Partners
GQG Partners
Florida
+$778M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$414M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$408M
5
Capital World Investors
Capital World Investors
California
+$339M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$509M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$430M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$380M
4
DCP
D1 Capital Partners
New York
-$340M
5
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$299M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
651
Slagle Financial
Illinois
$3.55M +$133K +1,094 +4%
PL
652
Parthenon LLC
Kentucky
$3.54M -$243K -2,000 -6%
AF
653
Advisornet Financial
Minnesota
$3.54M +$33.7K +278 +1%
EFS
654
Essex Financial Services
Connecticut
$3.54M -$185K -1,407 -5%
CTI
655
Community Trust & Investment
Kentucky
$3.53M -$777K -6,403 -18%
PI
656
PFG Investments
New York
$3.52M +$607 +5 +0%
P
657
Pitcairn
Pennsylvania
$3.51M -$433K -3,567 -11%
VAM
658
Verity Asset Management
North Carolina
$3.51M +$14.5K +118 +0.4%
SL
659
Salomon & Ludwin
Virginia
$3.51M -$31.4K -259 -0.9%
CW
660
CreativeOne Wealth
Kansas
$3.51M +$870K +7,164 +33%
SIA
661
Schechter Investment Advisors
Michigan
$3.5M -$205K -1,685 -6%
HKIM
662
Hayek Kallen Investment Management
Alabama
$3.48M -$30.1K -248 -0.9%
VFA
663
Voya Financial Advisors
Connecticut
$3.47M -$115K -950 -3%
USCWA
664
U.S. Capital Wealth Advisors
Texas
$3.44M -$459K -3,781 -12%
DA
665
Doliver Advisors
Texas
$3.43M -$188K -1,551 -5%
MWM
666
Modera Wealth Management
New Jersey
$3.42M +$7.77K +64 +0.2%
FFO
667
Fiduciary Family Office
Florida
$3.41M -$49.7K -409 -1%
SPW
668
Surience Private Wealth
Washington
$3.41M +$3.41M +28,073 New
AIC
669
Anthracite Investment Company
Texas
$3.4M -$1.31M -10,771 -28%
PGP
670
Prescott General Partners
Florida
$3.4M – – –
AC
671
Addison Capital
Pennsylvania
$3.37M +$94.8K +781 +3%
HI
672
Horizon Investments
North Carolina
$3.37M -$20.6K -170 -0.6%
PNAA
673
Pictet North America Advisors
Switzerland
$3.33M -$7.28K -60 -0.2%
WB
674
WesBanco Bank
West Virginia
$3.32M -$168K -1,385 -5%
LNWWM
675
Laird Norton Wetherby Wealth Management
California
$3.31M +$9.71K +80 +0.3%
25 26
27
28 29