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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 %
IMCOOI
676
Investment Management Corp of Ontario (IMCO)
Canada
$2.29M -$1.03M -11,200 -31%
MC
677
Mount Capital
United Kingdom
$2.29M – – –
WAM
678
Wolverine Asset Management
Illinois
$2.28M +$1.74M +19,032 +324%
MC
679
Machina Capital
France
$2.27M +$1.7M +18,514 +293%
CG
680
Caprock Group
Idaho
$2.27M -$1.12K -12 -0%
ICA
681
Infrastructure Capital Advisors
New York
$2.26M +$875K +9,554 +63%
BFS
682
Bradley Foster & Sargent
Connecticut
$2.25M -$128K -1,400 -5%
ACM
683
Ardent Capital Management
Ohio
$2.24M -$4.95K -54 -0.2%
VC
684
Veracity Capital
Georgia
$2.23M +$109K +1,194 +5%
RIM
685
Redwood Investment Management
Arizona
$2.22M +$10.7K +117 +0.5%
CA
686
CSM Advisors
Pennsylvania
$2.22M -$6.06M -66,275 -73%
DA
687
DCM Advisors
New York
$2.22M – – –
OWA
688
Octavia Wealth Advisors
Ohio
$2.19M -$293K -3,154 -12%
PIWA
689
Prevail Innovative Wealth Advisors
Kansas
$2.18M +$453K +4,944 +26%
PI
690
PFG Investments
New York
$2.18M +$1.63M +17,827 +300%
Jones Financial Companies
691
Jones Financial Companies
Missouri
$2.18M -$54.1K -590 -2%
Man Group
692
Man Group
United Kingdom
$2.17M +$1.13M +12,287 +107%
NRD
693
Nebula Research & Development
New York
$2.15M +$1.31M +14,307 +157%
ISWM
694
Independent Solutions Wealth Management
New York
$2.14M -$81.5K -889 -4%
RCM
695
Radnor Capital Management
Pennsylvania
$2.13M -$69.6K -760 -3%
PAM
696
Paradigm Asset Management
New York
$2.12M – – –
DWA
697
Douglass Winthrop Advisors
New York
$2.11M -$27.5K -300 -1%
BMSSC
698
B. Metzler seel. Sohn & Co
Germany
$2.11M +$106K +1,161 +5%
RPC
699
Rossmore Private Capital
Connecticut
$2.1M -$70.5K -770 -3%
PDL
700
Portfolio Design Labs
California
$2.1M +$2.1M +22,911 New
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