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Philip Morris

2,515 hedge funds and large institutions have $151B invested in Philip Morris in 2024 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 995 increasing their positions, 831 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more first-time investments, than exits

New positions opened: 316 | Existing positions closed: 106

23% more funds holding in top 10

Funds holding in top 10: 6580 (+15)

20% more repeat investments, than reductions

Existing positions increased: 995 | Existing positions reduced: 831

7% more funds holding

Funds holding: 2,3452,515 (+170)

1% more capital invested

Capital invested by funds: $150B → $151B (+$1.02B)

0.35% more ownership

Funds ownership: 79.65%80.01% (+0.35%)

1% less call options, than puts

Call options by funds: $993M | Put options by funds: $1.01B

Holders
2,515
Holders Change
+170
Holders Change %
+7.25%
% of All Funds
33.13%
Holding in Top 10
80
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+23.08%
% of All Funds
1.05%
New
316
Increased
995
Reduced
831
Closed
106
Calls
$993M
Puts
$1.01B
Net Calls
-$14.6M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
51
Qube Research & Technologies (QRT)
United Kingdom
$423M +$132M +1,044,750 +42%
Mackenzie Financial
52
Mackenzie Financial
Ontario, Canada
$402M +$23.6M +187,041 +6%
Wells Fargo
53
Wells Fargo
California
$401M -$34.8M -275,543 -8%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$378M +$2.42M +19,164 +0.6%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$375M +$7.98M +63,244 +2%
First Trust Advisors
56
First Trust Advisors
Illinois
$339M +$8.46M +67,047 +2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$338M +$9.73M +77,088 +3%
LCOV
58
London Company of Virginia
Virginia
$335M -$20.6M -163,373 -6%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$329M +$57.3M +454,114 +20%
Barclays
60
Barclays
United Kingdom
$322M -$169M -1,343,270 -33%
Deutsche Bank
61
Deutsche Bank
Germany
$322M -$78.4M -621,461 -19%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$306M -$1.9M -15,044 -0.6%
DekaBank Deutsche Girozentrale
63
DekaBank Deutsche Girozentrale
Germany
$306M
Neuberger Berman Group
64
Neuberger Berman Group
New York
$299M +$34.5M +273,227 +12%
Lord, Abbett & Co
65
Lord, Abbett & Co
New Jersey
$281M -$5.52M -43,754 -2%
Truist Financial
66
Truist Financial
North Carolina
$278M +$23M +182,314 +9%
LPL Financial
67
LPL Financial
California
$266M +$18.4M +146,169 +7%
MC
68
Maverick Capital
Texas
$255M +$24.7M +195,470 +10%
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$255M -$9.41M -74,592 -3%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$247M -$2.35M -18,600 -0.9%
CCM
71
Cullen Capital Management
New York
$244M -$16.9M -133,895 -6%
Victory Capital Management
72
Victory Capital Management
Texas
$242M -$3.29M -26,100 -1%
First Manhattan
73
First Manhattan
New York
$229M +$4.73M +37,470 +2%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$226M -$163M -1,295,136 -41%
Stifel Financial
75
Stifel Financial
Missouri
$222M -$2.01M -15,938 -0.9%

PM Hedge Fund Activity: Q4 2024 in Review

2,515 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Philip Morris (PM) for Q4 2024, worth a combined $151B — up 0.68% from $150B a quarter earlier.

Buyers outnumbered sellers: 316 funds opened new PM positions and 106 closed out — a net gain of 210 holders — while 995 added to existing stakes and 831 trimmed.

The largest buyer was GQG Partners, adding an estimated $769M. The largest seller was Capital Research Global Investors, cutting an estimated $693M.

  • 2,515 institutional investors held Philip Morris (PM) as of Q4 2024, up from 2,345 in Q3 2024.
  • Funds reported $151B of Philip Morris stock for Q4 2024, up 0.68% quarter-over-quarter.
  • 316 funds opened new Philip Morris positions in Q4 2024 and 106 closed out, a net change of +210 holders.
  • The largest Philip Morris buyer in Q4 2024 was GQG Partners, an estimated $769M added.
  • The largest Philip Morris seller in Q4 2024 was Capital Research Global Investors, an estimated $693M sold.

Based on aggregated 13F filings for Q4 2024.