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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 %
ACMA
701
Arbor Capital Management (Alaska)
Alaska
$2.05M -$54.9K -575 -3%
VWM
702
Venturi Wealth Management
Texas
$2.04M +$1.6K +17 +0.1%
EWM
703
Empirical Wealth Management
Washington
$2.03M +$104K +1,106 +5%
SLI
704
Sumitomo Life Insurance
Japan
$2.03M -$107K -1,134 -5%
MBTD
705
Mechanics Bank - Trust Department
California
$2.03M -$904K -9,610 -31%
CB
706
CNB Bank
Pennsylvania
$2.02M -$62.2K -661 -3%
KMWM
707
Keudell/Morrison Wealth Management
Oregon
$2.01M -$163K -1,735 -8%
WTB
708
Washington Trust Bank
Washington
$2.01M +$753 +8 +0%
AIS
709
American Investment Services
Massachusetts
$2.01M +$863K +9,168 +75%
LA
710
Legacy Advisors
Pennsylvania
$2M -$615K -6,448 -23%
IAS
711
Insigneo Advisory Services
Florida
$2M +$580K +6,080 +41%
SIC
712
Salem Investment Counselors
North Carolina
$2M -$11K -116 -0.5%
TSWM
713
Tyler-Stone Wealth Management
Ohio
$1.98M – – –
TYCC
714
Texas Yale Capital Corp
Florida
$1.98M -$115K -1,225 -6%
HFM
715
Hartford Financial Management
Connecticut
$1.98M -$9.41K -100 -0.5%
BG
716
Bahl & Gaynor
Ohio
$1.97M -$11.3K -120 -0.6%
KWM
717
Koa Wealth Management
California
$1.96M +$1.96M +20,860 New
SWM
718
Spire Wealth Management
Virginia
$1.95M +$27K +292 +1%
CAG
719
Crestwood Advisors Group
Massachusetts
$1.95M +$45.7K +486 +2%
EFS
720
Essex Financial Services
Connecticut
$1.93M +$26.5K +282 +1%
KC
721
Kinloch Capital
Virginia
$1.93M -$70.7K -752 -4%
JWBC
722
J.W. Burns & Co
New York
$1.93M -$51.7K -549 -3%
PA
723
Procyon Advisors
Connecticut
$1.93M -$179K -1,898 -8%
WG
724
Welch Group
Alabama
$1.92M +$1.22K +13 +0.1%
TCPWM
725
Traverso Chambers Private Wealth Management
California
$1.92M +$282 +3 +0%
27 28
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