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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 %
SM
701
Sciencast Management
New Jersey
$2.37M +$558K +5,511 +31%
WA
702
Waverly Advisors
Alabama
$2.35M +$124K +1,225 +6%
Kayne Anderson Rudnick Investment Management
703
Kayne Anderson Rudnick Investment Management
California
$2.34M -$1.87M -18,445 -44%
MUAMU
704
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.33M +$1.42M +14,000 +156%
BMSSC
705
B. Metzler seel. Sohn & Co
Germany
$2.33M – – –
FTDI
706
First Trust Direct Indexing
Massachusetts
$2.33M +$683K +6,741 +42%
HKAM
707
Horizon Kinetics Asset Management
New York
$2.3M -$15.2K -150 -0.7%
RA
708
Rockingstone Advisors
Massachusetts
$2.29M +$59.6K +588 +3%
DA
709
DCM Advisors
New York
$2.28M -$165K -1,631 -7%
ISWM
710
Independent Solutions Wealth Management
New York
$2.28M -$83.9K -828 -4%
MAS
711
Meeder Advisory Services
Ohio
$2.28M +$646K +6,378 +40%
BSW
712
Buckingham Strategic Wealth
Missouri
$2.27M -$6.28K -62 -0.3%
BWM
713
BCGM Wealth Management
Indiana
$2.26M +$2.26M +22,268 New
SWM
714
SeaCrest Wealth Management
New York
$2.24M -$2.33K -23 -0.1%
AIS
715
American Investment Services
Massachusetts
$2.24M +$29.8K +294 +1%
NG
716
Norden Group
Utah
$2.24M +$276K +2,727 +14%
FPAS
717
Focus Partners Advisor Solutions
Missouri
$2.23M -$384K -3,785 -15%
KMWM
718
Keudell/Morrison Wealth Management
Oregon
$2.2M +$21K +207 +1%
TG
719
TCW Group
California
$2.2M +$84.8K +837 +4%
CW
720
CreativeOne Wealth
Kansas
$2.2M -$554K -5,465 -20%
ANTB
721
AMG National Trust Bank
Colorado
$2.2M +$202K +1,990 +10%
FFA
722
Founders Financial Alliance
North Carolina
$2.2M -$21.1K -208 -1%
MIM
723
Meixler Investment Management
Arizona
$2.19M -$76K -750 -3%
WG
724
Welch Group
Alabama
$2.19M +$31.5K +311 +1%
DWA
725
Douglass Winthrop Advisors
New York
$2.18M -$153K -1,508 -7%
27 28
29
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