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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 %
DT
776
Diversified Trust
Tennessee
$1.67M +$75K +797 +5%
AIP
777
Ameritas Investment Partners
Nebraska
$1.67M -$74.7K -794 -4%
MA
778
Montag & Associates
Georgia
$1.66M – – –
RCM
779
RNC Capital Management
California
$1.66M -$254K -2,699 -13%
RT
780
Rockland Trust
Massachusetts
$1.65M -$103K -1,091 -6%
RFG
781
Range Financial Group
Oregon
$1.65M -$13.4K -142 -0.8%
MW
782
Marcum Wealth
Ohio
$1.64M -$32K -340 -2%
KWA
783
Kingswood Wealth Advisors
California
$1.64M +$1.39M +14,803 +570%
HWAM
784
Hennion & Walsh Asset Management
New Jersey
$1.64M -$225K -2,388 -12%
SWIM
785
Smallwood Wealth Investment Management
New Jersey
$1.64M +$659 +7 +0%
RIL
786
Rothschild Investment LLC
Illinois
$1.63M +$180K +1,914 +12%
TAM
787
Todd Asset Management
Kentucky
$1.63M -$16.3K -173 -1%
FHB
788
First Hawaiian Bank
Hawaii
$1.63M -$80.7K -858 -5%
TPI
789
Trust Point Inc
Wisconsin
$1.62M +$1.62M +17,229 New
WP
790
WMS Partners
Maryland
$1.61M +$6.21K +66 +0.4%
DPIM
791
Duff & Phelps Investment Management
Illinois
$1.61M – – –
CA
792
Cortland Associates
Missouri
$1.61M +$15.9K +169 +1%
SFI
793
Siemens Fonds Invest
Germany
$1.61M +$376K +3,997 +30%
WSCM
794
Wellington Shields Capital Management
New York
$1.61M – – –
RDWM
795
Red Door Wealth Management
Tennessee
$1.6M +$44.1K +469 +3%
TFA
796
Teamwork Financial Advisors
Texas
$1.6M -$227K -2,416 -12%
PA
797
Profund Advisors
Maryland
$1.6M +$192K +2,036 +14%
Dodge & Cox
798
Dodge & Cox
California
$1.6M – – –
BA
799
Bluesphere Advisors
Pennsylvania
$1.6M +$10.6K +113 +0.7%
LA
800
Lynch & Associates
Indiana
$1.59M -$37.5K -399 -2%
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