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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 %
TSS
726
Two Sigma Securities
New York
$1.96M +$1.4M +15,271 +251%
CIAS
727
Capital Investment Advisory Services
North Carolina
$1.95M -$43.3K -473 -2%
DWM
728
Dakota Wealth Management
Florida
$1.95M +$480K +5,237 +33%
SIC
729
Salem Investment Counselors
North Carolina
$1.95M +$1.11K +12 +0.1%
WG
730
Welch Group
Alabama
$1.95M +$76.5K +835 +4%
TSWM
731
Tyler-Stone Wealth Management
Ohio
$1.94M +$12.4K +135 +0.6%
TYCC
732
Texas Yale Capital Corp
Florida
$1.93M – – –
SWM
733
Spire Wealth Management
Virginia
$1.92M -$13.7K -149 -0.7%
PCA
734
Prosperity Capital Advisors
Ohio
$1.92M +$1.07M +11,632 +124%
HFM
735
Hartford Financial Management
Connecticut
$1.92M -$2.84K -31 -0.1%
WP
736
WMS Partners
Maryland
$1.92M +$346K +3,776 +22%
A
737
AlphaQuest
New York
$1.92M +$745K +8,129 +64%
TG
738
TCW Group
California
$1.91M -$330K -3,607 -15%
GSWM
739
Greenup Street Wealth Management
Michigan
$1.91M +$1.91M +20,850 New
QCM
740
Qsemble Capital Management
New York
$1.9M +$1.9M +20,779 New
SLI
741
Sumitomo Life Insurance
Japan
$1.9M -$74.9K -817 -4%
CAM
742
Councilmark Asset Management
Tennessee
$1.9M +$1.9M +20,697 New
NAM
743
NorthCrest Asset Manangement
Minnesota
$1.89M +$52.7K +575 +3%
FSA
744
Financial Security Advisor
Virginia
$1.89M +$31K +334 +2%
IAS
745
Insigneo Advisory Services
Florida
$1.89M -$64.4K -693 -3%
VWM
746
Venturi Wealth Management
Texas
$1.86M -$124K -1,349 -6%
ACMA
747
Arbor Capital Management (Alaska)
Alaska
$1.85M -$238K -2,438 -11%
MC
748
Moors & Cabot
Massachusetts
$1.84M +$175K +1,915 +11%
PA
749
Procyon Advisors
Connecticut
$1.84M -$31.7K -346 -2%
SC
750
SouthState Corp
Florida
$1.84M +$63.5K +693 +4%
28 29
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