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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 %
LOPW
676
Live Oak Private Wealth
North Carolina
$3.5M -$28K -233 -0.8%
HSA
677
HBK Sorce Advisory
Pennsylvania
$3.49M -$90.1K -749 -3%
VV
678
Verity & Verity
South Carolina
$3.49M +$1.47M +12,228 +73%
SIA
679
Schechter Investment Advisors
Michigan
$3.47M -$4.81K -40 -0.1%
PFGIA
680
Patriot Financial Group Insurance Agency
Massachusetts
$3.46M +$238K +1,981 +7%
FMC
681
First Merchants Corp
Indiana
$3.46M +$1.09M +9,094 +46%
SL
682
Salomon & Ludwin
Virginia
$3.46M -$24.1K -200 -0.7%
VFA
683
Voya Financial Advisors
Connecticut
$3.45M +$1.32K +11 +0%
JF
684
Jump Financial
Illinois
$3.45M -$21.7M -180,357 -86%
DA
685
Doliver Advisors
Texas
$3.45M +$46.2K +384 +1%
HF
686
HRT Financial
New York
$3.44M -$48.2M -400,464 -93%
CI
687
Capital International
California
$3.43M -$5.41M -44,913 -61%
HKIM
688
Hayek Kallen Investment Management
Alabama
$3.42M -$30.6K -254 -0.9%
EFS
689
Essex Financial Services
Connecticut
$3.41M +$170K +1,416 +5%
HI
690
Horizon Investments
North Carolina
$3.41M +$74.1K +616 +2%
PGP
691
Prescott General Partners
Florida
$3.37M – – –
PNAA
692
Pictet North America Advisors
Switzerland
$3.37M +$70.9K +589 +2%
P
693
Pitcairn
Pennsylvania
$3.37M -$115K -953 -3%
RBA
694
Richard Bernstein Advisors
New York
$3.36M -$1.12M -9,334 -25%
MOS
695
MGO One Seven
Ohio
$3.34M +$120K +1,001 +4%
WA
696
Waverly Advisors
Alabama
$3.34M +$584K +4,852 +21%
VCA
697
Verdence Capital Advisors
Maryland
$3.32M -$299K -2,488 -8%
WB
698
WesBanco Bank
West Virginia
$3.32M +$22K +183 +0.7%
CAG
699
Csenge Advisory Group
Florida
$3.31M +$165K +1,368 +5%
AC
700
Addison Capital
Pennsylvania
$3.28M -$63.7K -529 -2%
26 27
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