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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 %
TAMH
776
Taikang Asset Management (HK)
Hong Kong
$1.91M +$1.91M +18,800 New
DWM
777
Dynasty Wealth Management
Florida
$1.9M +$171K +1,684 +10%
SSB
778
Sandy Spring Bank
Maryland
$1.89M +$14.7K +145 +0.8%
BCM
779
Bayesian Capital Management
New York
$1.88M -$5.02M -49,509 -73%
BTI
780
Blue Trust Inc
Georgia
$1.88M +$284K +3,104 +18%
IB
781
Intrust Bank
Kansas
$1.88M +$10K +99 +0.5%
CCT
782
Capital City Trust
Florida
$1.87M -$28.8K -284 -2%
SLI
783
Sumitomo Life Insurance
Japan
$1.86M -$239K -2,356 -11%
AAS
784
Ameritas Advisory Services
Nebraska
$1.86M +$577K +5,695 +45%
KCPG
785
Kavar Capital Partners Group
Kansas
$1.86M – – –
SWM
786
Spire Wealth Management
Virginia
$1.86M -$273K -2,696 -13%
ACA
787
American Capital Advisory
Idaho
$1.86M +$486K +5,161 +35%
FTWA
788
Fifth Third Wealth Advisors
Ohio
$1.84M +$779K +7,686 +73%
ORG
789
Optimist Retirement Group
Washington
$1.84M +$192K +1,892 +12%
TCOT
790
Trust Company of Toledo
Ohio
$1.83M +$1.52M +14,988 +484%
ACMA
791
Arbor Capital Management (Alaska)
Alaska
$1.82M -$102K -1,011 -5%
PCIA
792
Prime Capital Investment Advisors
Kansas
$1.82M +$194K +1,919 +12%
BCP
793
Berkeley Capital Partners
Georgia
$1.81M +$3.34K +33 +0.2%
PRC
794
Pearl River Capital
Michigan
$1.8M +$1.8M +17,796 New
RT
795
Rockland Trust
Massachusetts
$1.8M +$3.14K +31 +0.2%
LC
796
Lindbrook Capital
California
$1.8M +$470K +4,637 +35%
PMA
797
Prudent Man Advisors
Illinois
$1.79M +$62.8K +620 +4%
TAM
798
Todd Asset Management
Kentucky
$1.79M +$3.95K +39 +0.2%
PFP
799
Paragon Financial Partners
California
$1.78M – – –
BMWM
800
Brown Miller Wealth Management
Virginia
$1.78M +$11.5K +113 +0.6%
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