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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 %
HKAM
701
Horizon Kinetics Asset Management
New York
$2.09M – – –
CFGS
702
Concourse Financial Group Securities
Alabama
$2.09M +$547K +5,889 +35%
FT
703
Fiduciary Trust
Massachusetts
$2.09M +$75.3K +822 +4%
EWA
704
EP Wealth Advisors
California
$2.08M +$258K +2,820 +14%
BSW
705
Buckingham Strategic Wealth
Missouri
$2.06M -$1.73M -18,875 -46%
FFO
706
Fiduciary Family Office
Florida
$2.06M +$842K +9,195 +69%
PFGIA
707
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M +$294K +3,210 +17%
MIM
708
Meixler Investment Management
Arizona
$2.05M -$294K -3,213 -13%
MYIA
709
Mount Yale Investment Advisors
Colorado
$2.03M +$537K +5,856 +36%
SWM
710
SeaCrest Wealth Management
New York
$2.03M -$546K -5,959 -21%
CL
711
Choreo LLC
Illinois
$2.03M -$22.6K -247 -1%
ADIM
712
Alpha DNA Investment Management
Maryland
$2.03M +$1.06M +11,535 +109%
BG
713
Bahl & Gaynor
Ohio
$2.03M +$109K +1,191 +6%
CB
714
CNB Bank
Pennsylvania
$2.02M +$56.9K +621 +3%
RA
715
Rockingstone Advisors
Massachusetts
$2.02M +$226K +2,465 +13%
CIA
716
Concurrent Investment Advisors
Florida
$2.02M -$79K -862 -4%
WA
717
Waverly Advisors
Alabama
$2.02M +$1.27M +13,879 +171%
FFA
718
Founders Financial Alliance
North Carolina
$2M -$6.51K -71 -0.3%
AIS
719
American Investment Services
Massachusetts
$2M +$44.5K +486 +2%
SCTC
720
Sanibel Captiva Trust Company
Florida
$2M -$184K -2,008 -8%
BOSSRA
721
B.O.S.S. Retirement Advisors
Utah
$2M -$242K -2,576 -11%
IIM
722
INTECH Investment Management
Florida
$1.99M -$4.92M -53,688 -71%
CCMW
723
Cypress Capital Management (Wyoming)
Wyoming
$1.99M +$1.5M +16,415 +310%
SAM
724
Shell Asset Management
Netherlands
$1.98M -$1.32M -13,003 -40%
KMWM
725
Keudell/Morrison Wealth Management
Oregon
$1.97M +$16.2K +177 +0.8%
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