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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 %
KF
676
Krilogy Financial
Missouri
$3.29M +$17.4K +143 +0.5%
DIA
677
Dean Investment Associates
Ohio
$3.28M -$2.54M -20,935 -44%
MOS
678
MGO One Seven
Ohio
$3.25M -$282K -2,324 -8%
PFGIA
679
Patriot Financial Group Insurance Agency
Massachusetts
$3.25M +$272K +2,239 +9%
FFA
680
Farther Finance Advisors
California
$3.23M +$728K +5,996 +29%
PFA
681
Pathway Financial Advisers
Indiana
$3.22M +$120K +986 +4%
DAS
682
Dynamic Advisor Solutions
Arizona
$3.2M -$51.7K -426 -2%
OWA
683
Octavia Wealth Advisors
Ohio
$3.19M -$42.2K -344 -1%
PAM
684
Paradigm Asset Management
New York
$3.18M – – –
Tudor Investment Corp
685
Tudor Investment Corp
Connecticut
$3.15M -$33.2M -273,456 -91%
BCM
686
Brookstone Capital Management
Illinois
$3.15M +$57.5K +474 +2%
CCP
687
Clarkston Capital Partners
Michigan
$3.14M – – –
CAG
688
Csenge Advisory Group
Florida
$3.14M -$188K -1,562 -6%
LA
689
Legacy Advisors
Pennsylvania
$3.1M +$91.7K +755 +3%
FTDI
690
First Trust Direct Indexing
Massachusetts
$3.09M +$307K +2,531 +11%
SWP
691
Stratos Wealth Partners
Ohio
$3.09M -$38K -313 -1%
FTIS
692
First Trust Investment Solutions
Florida
$3.07M +$2.23M +18,401 +268%
CC
693
Centiva Capital
New York
$3.04M +$1.6M +13,193 +111%
ACA
694
American Capital Advisory
Idaho
$3.03M +$640K +5,269 +27%
KC
695
Kinloch Capital
Virginia
$3.03M -$41.4K -341 -1%
EWM
696
Evercore Wealth Management
New York
$3.03M -$716K -5,895 -19%
MC
697
Mount Capital
United Kingdom
$3.02M – – –
DWA
698
Douglass Winthrop Advisors
New York
$3.01M +$405K +3,332 +15%
VFP
699
Verus Financial Partners
Virginia
$3M -$182K -1,512 -6%
AWA
700
Arkadios Wealth Advisors
Georgia
$3M -$246K -2,029 -8%
26 27
28
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