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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 %
SVWAG
751
Sound View Wealth Advisors Group
Georgia
$2.08M +$93.3K +921 +5%
CFGS
752
Concourse Financial Group Securities
Alabama
$2.07M -$233K -2,275 -10%
VWM
753
Venturi Wealth Management
Texas
$2.03M -$30K -296 -1%
AAIM
754
American Assets Investment Management
California
$2.03M – – –
SC
755
Shay Capital
New York
$2.03M +$659K +6,500 +48%
TSWM
756
Tyler-Stone Wealth Management
Ohio
$2.02M -$124K -1,225 -6%
SAG
757
SageView Advisory Group
California
$2.02M +$2.02M +19,964 New
MC
758
Moors & Cabot
Massachusetts
$2.02M -$18.6K -184 -0.9%
VA
759
Vident Advisory
Georgia
$2M -$31.2M -307,775 -94%
CCA
760
Carrera Capital Advisors
Michigan
$2M +$2M +19,476 New
SC
761
SouthState Corp
Florida
$2M -$36.2K -357 -2%
Wolverine Trading
762
Wolverine Trading
Illinois
$1.99M +$1.19M +11,742 +148%
FBC
763
Fairfield, Bush & Co
Connecticut
$1.98M -$28.7K -283 -1%
APWA
764
Atlas Private Wealth Advisors
New Jersey
$1.97M +$1.02M +10,025 +106%
JWBC
765
J.W. Burns & Co
New York
$1.97M +$3.65K +36 +0.2%
ICA
766
Infrastructure Capital Advisors
New York
$1.96M -$535K -5,277 -21%
MSS
767
Mitchell Sinkler & Starr
Pennsylvania
$1.96M – – –
GSB
768
Greenfield Savings Bank
Massachusetts
$1.96M -$31.9K -315 -2%
TWC
769
TD Waterhouse Canada
Ontario, Canada
$1.95M +$57.5K +568 +3%
HCP
770
Holt Capital Partners
Texas
$1.93M -$2.53K -25 -0.1%
IRAG
771
Investment Research & Advisory Group
Georgia
$1.92M +$23.8K +235 +1%
CAG
772
Crestwood Advisors Group
Massachusetts
$1.92M -$110K -1,086 -5%
IA
773
IFP Advisors
Florida
$1.92M +$20K +197 +1%
JFL
774
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.92M -$1.17M -11,575 -38%
IAMOG
775
Investors Asset Management of Georgia
Georgia
$1.91M – – –
29 30
31
32 33