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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 %
RDWM
776
Red Door Wealth Management
Tennessee
$1.71M +$149K +1,622 +10%
S
777
SignatureFD
Georgia
$1.71M -$129K -1,412 -7%
MSS
778
Mitchell Sinkler & Starr
Pennsylvania
$1.7M -$325K -3,550 -16%
SSB
779
Sandy Spring Bank
Maryland
$1.7M +$3.3K +36 +0.2%
RWM
780
Ritholtz Wealth Management
New York
$1.7M -$121K -1,326 -7%
IB
781
Intrust Bank
Kansas
$1.69M -$132K -1,440 -7%
KCPG
782
Kavar Capital Partners Group
Kansas
$1.68M -$1.33M -14,491 -44%
BTWM
783
Baker Tilly Wealth Management
Wisconsin
$1.67M +$9.53K +104 +0.6%
EI
784
Ethic Inc
New York
$1.67M +$495K +5,404 +42%
WTB
785
Washington Trust Bank
Washington
$1.66M -$298K -3,255 -15%
AC
786
AXQ Capital
New Jersey
$1.65M +$1.65M +18,000 New
GS
787
GTS Securities
New York
$1.64M -$1.89M -20,670 -54%
DPIM
788
Duff & Phelps Investment Management
Illinois
$1.64M +$66.9K +730 +4%
SM
789
Sciencast Management
New Jersey
$1.64M +$1.64M +17,874 New
BCP
790
Berkeley Capital Partners
Georgia
$1.64M +$274K +2,987 +20%
KI
791
Kapitalo Investimentos
Brazil
$1.63M -$6.27M -68,405 -79%
CCA
792
Checchi Capital Advisers
California
$1.63M -$20.3K -222 -1%
FFA
793
Farther Finance Advisors
California
$1.62M +$425K +4,649 +35%
MAP
794
Managed Asset Portfolios
Michigan
$1.62M +$737K +8,039 +83%
RT
795
Rockland Trust
Massachusetts
$1.62M +$12.7K +139 +0.8%
FHB
796
First Hawaiian Bank
Hawaii
$1.62M +$30.8K +336 +2%
ACA
797
Aptus Capital Advisors
Alabama
$1.61M +$464K +5,068 +40%
PFP
798
Paragon Financial Partners
California
$1.61M +$774K +8,444 +92%
TAM
799
Todd Asset Management
Kentucky
$1.61M +$21.4K +234 +1%
DWP
800
Daymark Wealth Partners
Ohio
$1.61M -$235K -2,568 -13%
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