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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 %
SIC
726
Salem Investment Counselors
North Carolina
$2.18M +$23K +225 +1%
RIM
727
Redwood Investment Management
Arizona
$2.18M -$302K -2,960 -12%
AC
728
Avestar Capital
New York
$2.17M +$206K +2,036 +10%
RPC
729
Rossmore Private Capital
Connecticut
$2.17M -$152K -1,500 -7%
CCMW
730
Cypress Capital Management (Wyoming)
Wyoming
$2.15M -$77.1K -751 -3%
AC
731
AXQ Capital
New Jersey
$2.15M +$323K +3,190 +18%
DWM
732
Dakota Wealth Management
Florida
$2.14M -$16.6K -164 -0.8%
WP
733
WMS Partners
Maryland
$2.13M +$12.6K +124 +0.6%
TYCC
734
Texas Yale Capital Corp
Florida
$2.13M – – –
MYIA
735
Mount Yale Investment Advisors
Colorado
$2.13M -$120K -1,185 -5%
RFG
736
Range Financial Group
Oregon
$2.13M +$148K +1,457 +7%
HFM
737
Hartford Financial Management
Connecticut
$2.12M – – –
PF
738
Prosperitas Financial
California
$2.12M +$181K +1,785 +9%
S
739
SignatureFD
Georgia
$2.12M +$233K +2,299 +12%
NAM
740
NorthCrest Asset Manangement
Minnesota
$2.12M +$24.7K +244 +1%
BHBT
741
Burke & Herbert Bank & Trust
Virginia
$2.12M +$857K +8,455 +68%
PA
742
Procyon Advisors
Connecticut
$2.12M +$77.5K +765 +4%
ADIM
743
Alpha DNA Investment Management
Maryland
$2.11M -$135K -1,337 -6%
BG
744
Bahl & Gaynor
Ohio
$2.11M -$138K -1,358 -6%
FSA
745
Financial Security Advisor
Virginia
$2.11M +$20.2K +197 +1%
EI
746
Ethic Inc
New York
$2.1M +$253K +2,493 +14%
CAM
747
Councilmark Asset Management
Tennessee
$2.1M +$101 +1 +0%
CIAS
748
Capital Investment Advisory Services
North Carolina
$2.09M -$68.8K -679 -3%
WF
749
Welch & Forbes
Massachusetts
$2.09M -$532K -5,234 -20%
FFA
750
Farther Finance Advisors
California
$2.09M +$288K +2,847 +16%
28 29
30
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