PM icon

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 %
HWAM
776
Hennion & Walsh Asset Management
New Jersey
$2.41M +$376K +3,096 +19%
NICM
777
Neo Ivy Capital Management
New York
$2.41M +$2.41M +19,814 New
TWC
778
TD Waterhouse Canada
Ontario, Canada
$2.39M +$66.8K +554 +3%
FMC
779
First Merchants Corp
Indiana
$2.39M +$1.23M +10,113 +106%
SC
780
SouthState Corp
Florida
$2.38M -$10.1K -83 -0.4%
ADIM
781
Alpha DNA Investment Management
Maryland
$2.38M -$150K -1,235 -6%
DWM
782
Dynasty Wealth Management
Florida
$2.38M +$97K +799 +4%
APWA
783
Atlas Private Wealth Advisors
New Jersey
$2.37M +$9.47K +78 +0.4%
PA
784
Procyon Advisors
Connecticut
$2.37M -$168K -1,384 -7%
GVAG
785
Great Valley Advisor Group
Delaware
$2.36M +$602K +4,958 +34%
GSB
786
Greenfield Savings Bank
Massachusetts
$2.34M – – –
VWM
787
Venturi Wealth Management
Texas
$2.31M -$117K -962 -5%
MC
788
Moors & Cabot
Massachusetts
$2.31M -$114K -942 -5%
KWA
789
Kingswood Wealth Advisors
California
$2.3M +$658K +5,423 +40%
JFL
790
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.29M – – –
GIA
791
Gladstone Institutional Advisory
Florida
$2.29M +$629K +5,178 +38%
HCP
792
Holt Capital Partners
Texas
$2.29M -$20K -165 -0.9%
SLI
793
Sumitomo Life Insurance
Japan
$2.29M +$52.7K +434 +2%
KWM
794
Kingsview Wealth Management
Oregon
$2.28M +$333K +2,747 +17%
4WM
795
44 Wealth Management
Oregon
$2.28M +$2.28M +17,369 New
IRAG
796
Investment Research & Advisory Group
Georgia
$2.27M -$36.4K -300 -2%
SAG
797
SageView Advisory Group
California
$2.27M -$156K -1,283 -6%
JWBC
798
J.W. Burns & Co
New York
$2.27M -$88.6K -730 -4%
SSB
799
Sandy Spring Bank
Maryland
$2.26M -$7.65K -63 -0.3%
HR
800
Hardy Reed
Mississippi
$2.23M +$751K +6,185 +51%
30 31
32
33 34