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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 %
SC
751
SouthState Corp
Florida
$1.82M -$50.2K -534 -3%
CA
752
Continuum Advisory
Idaho
$1.82M -$68.2K -725 -4%
OIA
753
OneDigital Investment Advisors
Kansas
$1.82M +$478K +5,086 +36%
AWA
754
Arete Wealth Advisors
Illinois
$1.82M +$78.5K +834 +5%
PFGIA
755
Patriot Financial Group Insurance Agency
Massachusetts
$1.81M +$193K +2,055 +12%
ET
756
Entropy Technologies
New York
$1.81M +$1.81M +19,204 New
OP
757
ORG Partners
Indiana
$1.8M +$792K +8,411 +78%
APWA
758
Atlas Private Wealth Advisors
New Jersey
$1.8M -$34.2K -363 -2%
HCP
759
Holt Capital Partners
Texas
$1.8M -$7.53K -80 -0.4%
AC
760
Avestar Capital
New York
$1.78M +$83.7K +878 +5%
PIWA
761
Prevail Innovative Wealth Advisors
Kansas
$1.78M +$1.01M +10,758 +132%
CCT
762
Capital City Trust
Florida
$1.78M +$95.9K +1,019 +6%
SC
763
Syon Capital
California
$1.77M +$1.15M +12,187 +184%
WSTAM
764
Wilbanks Smith & Thomas Asset Management
Virginia
$1.74M -$8.19K -87 -0.5%
IRAG
765
Investment Research & Advisory Group
Georgia
$1.74M -$119K -1,268 -6%
SSB
766
Sandy Spring Bank
Maryland
$1.74M -$11.4K -121 -0.6%
BMWM
767
Brown Miller Wealth Management
Virginia
$1.73M +$95.2K +1,012 +6%
DFCM
768
Dark Forest Capital Management
Puerto Rico
$1.72M +$551K +5,854 +47%
MC
769
Moors & Cabot
Massachusetts
$1.71M -$184K -1,959 -10%
BTWM
770
Baker Tilly Wealth Management
Wisconsin
$1.71M -$55.4K -589 -3%
TCM
771
Teza Capital Management
Illinois
$1.7M -$1.07M -11,341 -38%
BMC
772
Beaton Management Company
Massachusetts
$1.7M -$9.41K -100 -0.5%
CCA
773
Checchi Capital Advisers
California
$1.69M -$83K -882 -5%
GAG
774
GM Advisory Group
New York
$1.67M – – –
WI
775
WBI Investments
New Jersey
$1.67M +$1.67M +17,715 New
29 30
31
32 33