PM icon

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 %
PWA
726
Primoris Wealth Advisors
Florida
$2.82M +$1.16M +9,450 +70%
TCPW
727
Twin City Private Wealth
North Carolina
$2.82M -$192K -1,568 -6%
SIC
728
Salem Investment Counselors
North Carolina
$2.81M +$204K +1,667 +8%
PI
729
PineBridge Investments
New York
$2.8M -$510K -4,199 -15%
RCM
730
Raleigh Capital Management
North Carolina
$2.79M -$873K -7,190 -24%
BMSSC
731
B. Metzler seel. Sohn & Co
Germany
$2.79M – – –
WA
732
Waverly Advisors
Alabama
$2.78M -$38.5K -317 -1%
SCTC
733
Sanibel Captiva Trust Company
Florida
$2.75M -$303K -2,496 -10%
WA
734
Wealth Alliance
New York
$2.74M -$666K -5,490 -20%
DA
735
DCM Advisors
New York
$2.74M – – –
BTI
736
Blue Trust Inc
Georgia
$2.74M +$658K +6,498 +32%
SWM
737
SeaCrest Wealth Management
New York
$2.73M +$36.9K +304 +1%
PF
738
Prosperitas Financial
California
$2.72M +$181K +1,493 +7%
AIS
739
American Investment Services
Massachusetts
$2.72M +$32.2K +265 +1%
RPC
740
Rossmore Private Capital
Connecticut
$2.7M +$97.1K +800 +4%
NRD
741
Nebula Research & Development
New York
$2.7M -$570K -4,697 -17%
ISWM
742
Independent Solutions Wealth Management
New York
$2.68M -$49.8K -410 -2%
OQS
743
Occudo Quantitative Strategies
Florida
$2.67M +$850K +6,998 +47%
A
744
AlphaQuest
New York
$2.67M +$1.87M +15,404 +234%
CCA
745
Carrera Capital Advisors
Michigan
$2.66M +$272K +2,216 +11%
VC
746
Veracity Capital
Georgia
$2.65M -$228K -1,881 -8%
NAM
747
NorthCrest Asset Manangement
Minnesota
$2.65M +$111K +916 +4%
AC
748
Avestar Capital
New York
$2.65M +$43.3K +357 +2%
KWM
749
Koa Wealth Management
California
$2.63M -$401K -3,306 -13%
WG
750
Welch Group
Alabama
$2.62M +$1.21K +10 +0%
28 29
30
31 32