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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 %
SDWIA
701
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3M +$947K +7,800 +46%
MBTD
702
Mechanics Bank - Trust Department
California
$2.99M -$13K -107 -0.4%
DWA
703
Dorsey Wright & Associates
California
$2.99M +$2.99M +24,626 New
CA
704
CSM Advisors
Pennsylvania
$2.98M +$37.6K +310 +1%
DWP
705
Daymark Wealth Partners
Ohio
$2.97M -$111K -912 -4%
BFS
706
Bradley Foster & Sargent
Connecticut
$2.97M -$1.46K -12 -0%
FCB
707
First County Bank
Connecticut
$2.97M -$484K -3,985 -14%
GAM
708
Griffin Asset Management
New York
$2.97M +$53.7K +442 +2%
CT
709
Chicago Trust
Illinois
$2.97M -$220K -1,810 -7%
ACM
710
Ardent Capital Management
Ohio
$2.95M -$14.8K -122 -0.5%
GI
711
GLOBALT Investments
Georgia
$2.95M -$738K -6,083 -20%
EIG
712
Ellenbecker Investment Group
Wisconsin
$2.95M -$155K -1,273 -5%
BWM
713
BCGM Wealth Management
Indiana
$2.94M +$238K +1,960 +9%
HAS
714
HBW Advisory Services
California
$2.93M -$306K -2,523 -9%
SPC
715
Sigma Planning Corp
Michigan
$2.92M -$109K -898 -4%
VA
716
Vident Advisory
Georgia
$2.89M +$493K +4,064 +21%
BRWA
717
B. Riley Wealth Advisors
Florida
$2.89M -$898K -7,345 -24%
MAS
718
Meeder Advisory Services
Ohio
$2.88M +$153K +1,263 +6%
RA
719
Rockingstone Advisors
Massachusetts
$2.88M +$134K +1,100 +5%
HCM
720
Hodges Capital Management
Texas
$2.86M +$2.86M +23,565 New
S
721
SignatureFD
Georgia
$2.85M +$311K +2,560 +12%
FPAS
722
Focus Partners Advisor Solutions
Missouri
$2.84M +$167K +1,375 +6%
PVI
723
Pine Valley Investments
New Jersey
$2.84M +$1.97M +16,194 +225%
DWM
724
Dakota Wealth Management
Florida
$2.83M +$261K +2,149 +10%
DWM
725
Diversify Wealth Management
Utah
$2.82M -$121K -919 -4%
27 28
29
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