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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 %
TYCC
751
Texas Yale Capital Corp
Florida
$2.61M +$60.7K +500 +2%
FFA
752
Founders Financial Alliance
North Carolina
$2.59M -$43.5K -358 -2%
TG
753
TCW Group
California
$2.58M -$61.4K -506 -2%
SP
754
SWS Partners
Ohio
$2.58M +$2.52M +20,796 +4,940%
CCMW
755
Cypress Capital Management (Wyoming)
Wyoming
$2.57M +$22.3K +184 +0.9%
LCM
756
LVM Capital Management
Michigan
$2.55M – – –
HFM
757
Hartford Financial Management
Connecticut
$2.54M – – –
CFGS
758
Concourse Financial Group Securities
Alabama
$2.54M +$60.9K +496 +2%
BHBT
759
Burke & Herbert Bank & Trust
Virginia
$2.54M – – –
FTWA
760
Fifth Third Wealth Advisors
Ohio
$2.54M +$328K +2,699 +15%
PCG
761
Prosperity Consulting Group
Maryland
$2.52M +$995K +8,197 +65%
CAM
762
Councilmark Asset Management
Tennessee
$2.51M +$243 +2 +0%
WF
763
Welch & Forbes
Massachusetts
$2.51M +$14.8K +122 +0.6%
CIAS
764
Capital Investment Advisory Services
North Carolina
$2.51M +$4.13K +34 +0.2%
FIA
765
Foundations Investment Advisors
Arizona
$2.5M +$652K +5,373 +35%
RCM
766
Radnor Capital Management
Pennsylvania
$2.48M +$2.48M +20,400 New
FSA
767
Financial Security Advisor
Virginia
$2.48M -$41.9K -341 -2%
THCM
768
Taylor Hoffman Capital Management
Virginia
$2.47M +$2.47M +18,643 New
WP
769
WMS Partners
Maryland
$2.47M -$83.8K -690 -3%
GI
770
GAMMA Investing
California
$2.45M +$656K +5,407 +37%
1IA
771
1834 Investment Advisors
Wisconsin
$2.44M -$3.61M -29,738 -60%
KMWM
772
Keudell/Morrison Wealth Management
Oregon
$2.44M -$200K -1,649 -8%
AAIM
773
American Assets Investment Management
California
$2.43M – – –
GWM
774
Geneos Wealth Management
Colorado
$2.42M +$553K +4,553 +30%
Kayne Anderson Rudnick Investment Management
775
Kayne Anderson Rudnick Investment Management
California
$2.42M -$384K -3,160 -14%
29 30
31
32 33