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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 %
FCA
726
FinTrust Capital Advisors
South Carolina
$1.92M +$7.9K +84 +0.4%
GBT
727
Grove Bank & Trust
Florida
$1.92M -$158K -1,675 -8%
AP
728
Arlington Partners
Alabama
$1.91M -$1.05M -11,152 -35%
FSA
729
Financial Security Advisor
Virginia
$1.91M +$13.8K +145 +0.7%
ACS
730
Archford Capital Strategies
Illinois
$1.9M +$155K +1,648 +9%
FBC
731
Fairfield, Bush & Co
Connecticut
$1.9M -$178K -1,897 -9%
DWP
732
Daymark Wealth Partners
Ohio
$1.89M +$4.7K +50 +0.2%
WorldQuant Millennium Advisors
733
WorldQuant Millennium Advisors
New York
$1.89M +$1.89M +20,120 New
NAM
734
NorthCrest Asset Manangement
Minnesota
$1.89M +$1.79K +19 +0.1%
TWP
735
Tyche Wealth Partners
Texas
$1.89M +$1.89M +20,039 New
S
736
SignatureFD
Georgia
$1.88M -$190K -2,016 -9%
AAIM
737
American Assets Investment Management
California
$1.88M – – –
VV
738
Verity & Verity
South Carolina
$1.88M -$58K -617 -3%
ANTB
739
AMG National Trust Bank
Colorado
$1.87M -$5.65K -60 -0.3%
EWA
740
EP Wealth Advisors
California
$1.87M +$17.8K +189 +1%
GSB
741
Greenfield Savings Bank
Massachusetts
$1.87M – – –
IB
742
Intrust Bank
Kansas
$1.87M -$37.9K -403 -2%
RWM
743
Ritholtz Wealth Management
New York
$1.87M -$2.56M -27,164 -58%
TWC
744
TD Waterhouse Canada
Ontario, Canada
$1.86M -$901K -9,157 -33%
ACA
745
American Capital Advisory
Idaho
$1.86M +$1.86M +19,721 New
PPC
746
Park Place Capital
Alabama
$1.84M -$243K -2,578 -12%
RA
747
Rockingstone Advisors
Massachusetts
$1.84M -$110K -1,166 -6%
WC
748
Waterloo Capital
Texas
$1.84M +$1.84M +19,510 New
HAS
749
HBW Advisory Services
California
$1.82M +$61.6K +655 +3%
IAMOG
750
Investors Asset Management of Georgia
Georgia
$1.82M +$47.1K +500 +3%
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