PM icon

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 %
RIM
676
Redwood Investment Management
Arizona
$2.27M -$47.6K -506 -2%
RCM
677
Radnor Capital Management
Pennsylvania
$2.26M -$28.2K -300 -1%
ECU
678
Eisler Capital (UK)
United Kingdom
$2.26M +$2.04M +21,648 +926%
SCTC
679
Sanibel Captiva Trust Company
Florida
$2.24M +$2.24M +23,803 New
BOSSRA
680
B.O.S.S. Retirement Advisors
Utah
$2.24M -$188K -2,002 -8%
PFA
681
Pathway Financial Advisers
Indiana
$2.24M -$26.2K -278 -1%
LIM
682
Letson Investment Management
Georgia
$2.24M +$2.24M +23,757 New
RPC
683
Rossmore Private Capital
Connecticut
$2.23M – – –
SAG
684
SageView Advisory Group
California
$2.23M +$874K +9,528 +65%
LFAS
685
Level Four Advisory Services
Texas
$2.22M -$3.29K -35 -0.1%
DWA
686
Douglass Winthrop Advisors
New York
$2.19M +$642K +6,826 +41%
VC
687
Veracity Capital
Georgia
$2.17M +$937K +9,955 +76%
PAM
688
Paradigm Asset Management
New York
$2.17M -$65.9K -700 -3%
BCM
689
Buckhead Capital Management
Georgia
$2.16M -$62.6K -665 -3%
CIA
690
Concurrent Investment Advisors
Florida
$2.15M +$2.15M +22,870 New
HKAM
691
Horizon Kinetics Asset Management
New York
$2.15M +$11.3K +120 +0.5%
CL
692
Choreo LLC
Illinois
$2.14M +$97K +1,017 +5%
BTI
693
Blue Trust Inc
Georgia
$2.11M +$167K +1,804 +9%
SF
694
Slagle Financial
Illinois
$2.08M +$1.05M +22,312 +102%
MSS
695
Mitchell Sinkler & Starr
Pennsylvania
$2.08M +$334K +3,550 +19%
NIM
696
NEOS Investment Management
Connecticut
$2.07M +$594K +6,310 +40%
FFA
697
Founders Financial Alliance
North Carolina
$2.06M -$69.7K -741 -3%
FT
698
Fiduciary Trust
Massachusetts
$2.06M +$318K +3,377 +18%
BMSSC
699
B. Metzler seel. Sohn & Co
Germany
$2.05M +$278K +2,952 +16%
CIAS
700
Capital Investment Advisory Services
North Carolina
$2.05M +$1.09M +11,534 +112%
26 27
28
29 30