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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 %
GC
676
Gratus Capital
Georgia
$2.57M +$1.64M +16,226 +177%
DWP
677
Daymark Wealth Partners
Ohio
$2.57M +$793K +7,826 +45%
IMC Chicago
678
IMC Chicago
Illinois
$2.57M +$924K +9,116 +56%
KC
679
Kinloch Capital
Virginia
$2.56M +$15K +148 +0.6%
PCM
680
Penserra Capital Management
California
$2.56M +$2.55M +25,161 +19,969%
LCM
681
LVM Capital Management
Michigan
$2.55M -$443K -4,375 -15%
CWP
682
Capital Wealth Planning
Florida
$2.55M +$2.55M +25,161 New
SCTC
683
Sanibel Captiva Trust Company
Florida
$2.55M +$337K +3,321 +15%
DWM
684
Diversify Wealth Management
Utah
$2.54M +$2.54M +22,399 New
LA
685
Legacy Advisors
Pennsylvania
$2.54M +$1.02M +9,918 +67%
PDL
686
Portfolio Design Labs
California
$2.54M +$218K +2,150 +9%
MC
687
Mount Capital
United Kingdom
$2.53M – – –
KWM
688
Koa Wealth Management
California
$2.53M -$11.2K -111 -0.4%
SPC
689
Sigma Planning Corp
Michigan
$2.53M -$127K -1,249 -5%
TCPW
690
Twin City Private Wealth
North Carolina
$2.52M -$62.7K -611 -2%
MBTD
691
Mechanics Bank - Trust Department
California
$2.51M -$53.2K -525 -2%
PFGIA
692
Patriot Financial Group Insurance Agency
Massachusetts
$2.49M +$216K +2,131 +10%
BFS
693
Bradley Foster & Sargent
Connecticut
$2.48M -$9.02K -89 -0.4%
ACM
694
Ardent Capital Management
Ohio
$2.48M – – –
CA
695
CSM Advisors
Pennsylvania
$2.46M +$1.32K +13 +0.1%
SEC
696
Seven Eight Capital
New York
$2.46M +$1.57M +15,519 +178%
GAM
697
Griffin Asset Management
New York
$2.43M -$239K -2,354 -9%
VC
698
Veracity Capital
Georgia
$2.4M -$57.9K -571 -2%
EWA
699
EP Wealth Advisors
California
$2.4M +$95.9K +946 +4%
FT
700
Fiduciary Trust
Massachusetts
$2.38M +$70.7K +698 +3%
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