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Philip Morris
PM

Overview Fund Activity

2,484 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 989 increasing their positions, 825 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,484
Holders Change
+157
Holders Change %
+6.75%
% of All Funds
33.06%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.06%
New
303
Increased
989
Reduced
825
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$733M
2
Capital World Investors
Capital World Investors
California
+$507M
3
BlackRock
BlackRock
New York
+$388M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$383M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$335M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$661M
2
Capital International Investors
Capital International Investors
California
-$582M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$477M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$264M
5
Invesco
Invesco
Georgia
-$246M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
651
Diversified Trust
Tennessee
$3.77M -$3.27M -27,161 -46%
SBH
652
Segall Bryant & Hamill
Illinois
$3.75M – – –
ACA
653
Aptus Capital Advisors
Alabama
$3.74M +$1.76M +14,490 +88%
BT
654
Brandywine Trust
Delaware
$3.71M – – –
FRA
655
Frank Rimerman Advisors
California
$3.7M +$10.2K +85 +0.3%
OIA
656
OneDigital Investment Advisors
Kansas
$3.69M -$45.5K -378 -1%
CPBTD
657
Central Pacific Bank - Trust Division
Hawaii
$3.69M +$3.01K +25 +0.1%
BWP
658
Baldwin Wealth Partners
Massachusetts
$3.69M -$604K -5,017 -14%
QIM
659
Quantitative Investment Management
Virginia
$3.68M +$3.68M +30,603 New
Marshall Wace
660
Marshall Wace
United Kingdom
$3.67M -$22M -182,574 -86%
CIA
661
Concurrent Investment Advisors
Florida
$3.67M +$124K +1,033 +4%
DWM
662
Diversify Wealth Management
Utah
$3.66M +$1.15M +9,776 +46%
VVP
663
Venture Visionary Partners
Ohio
$3.65M -$130K -1,080 -3%
CFO
664
Callan Family Office
Pennsylvania
$3.63M +$3.07M +25,492 +546%
CTI
665
Community Trust & Investment
Kentucky
$3.63M +$133K +1,107 +4%
MGM
666
Miura Global Management
New York
$3.61M – – –
TTWM
667
TCV Trust & Wealth Management
Virginia
$3.61M -$91.8K -763 -2%
BG
668
Bahl & Gaynor
Ohio
$3.6M -$24.2K -201 -0.7%
SDWIA
669
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.59M +$621K +5,162 +21%
WCM Investment Management
670
WCM Investment Management
California
$3.59M +$3.59M +29,883 New
KPPF
671
Klein Pavlis & Peasley Financial
California
$3.56M +$2.04M +16,982 +135%
AIC
672
Anthracite Investment Company
Texas
$3.55M +$181K +1,500 +5%
PTC
673
Private Trust Company
Ohio
$3.55M -$3.61K -30 -0.1%
PI
674
PFG Investments
New York
$3.54M +$43K +357 +1%
PL
675
Parthenon LLC
Kentucky
$3.51M – – –
25 26
27
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