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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 %
CAG
751
Crestwood Advisors Group
Massachusetts
$1.83M -$65.1K -710 -3%
AAIM
752
American Assets Investment Management
California
$1.83M – – –
EFS
753
Essex Financial Services
Connecticut
$1.83M -$50.2K -548 -3%
HAS
754
HBW Advisory Services
California
$1.82M – – –
ACS
755
Archford Capital Strategies
Illinois
$1.82M -$33.7K -368 -2%
FBC
756
Fairfield, Bush & Co
Connecticut
$1.82M -$32.3K -352 -2%
ANTB
757
AMG National Trust Bank
Colorado
$1.8M -$22.5K -246 -1%
AC
758
Avestar Capital
New York
$1.8M +$67K +721 +4%
TWP
759
Tyche Wealth Partners
Texas
$1.8M -$36.3K -396 -2%
GSB
760
Greenfield Savings Bank
Massachusetts
$1.8M -$22.6K -247 -1%
SVWAG
761
Sound View Wealth Advisors Group
Georgia
$1.8M -$2.3M -25,096 -56%
OIA
762
OneDigital Investment Advisors
Kansas
$1.8M +$24.6K +269 +1%
VV
763
Verity & Verity
South Carolina
$1.79M -$35.8K -391 -2%
RFG
764
Range Financial Group
Oregon
$1.79M +$180K +1,966 +11%
JWBC
765
J.W. Burns & Co
New York
$1.77M -$103K -1,126 -5%
TWC
766
TD Waterhouse Canada
Ontario, Canada
$1.77M -$25.2K -265 -1%
AWA
767
Arete Wealth Advisors
Illinois
$1.77M +$1.47K +16 +0.1%
NG
768
Norden Group
Utah
$1.77M +$547K +5,974 +45%
PCM
769
Poehling Capital Management
Wisconsin
$1.77M +$232K +2,528 +15%
PF
770
Prosperitas Financial
California
$1.76M +$339K +3,696 +24%
HCP
771
Holt Capital Partners
Texas
$1.75M -$1.37K -15 -0.1%
IAMOG
772
Investors Asset Management of Georgia
Georgia
$1.73M -$45.8K -500 -3%
CCT
773
Capital City Trust
Florida
$1.72M -$11.4K -124 -0.7%
IRAG
774
Investment Research & Advisory Group
Georgia
$1.72M +$19.8K +216 +1%
IA
775
IFP Advisors
Florida
$1.71M +$494K +5,395 +40%
29 30
31
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