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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 %
CCM
801
Chickasaw Capital Management
Tennessee
$1.59M -$496K -5,271 -24%
CFGS
802
Concourse Financial Group Securities
Alabama
$1.58M +$3.05K +32 +0.2%
PCM
803
Poehling Capital Management
Wisconsin
$1.58M +$166K +1,766 +12%
SFFS
804
Stonehage Fleming Financial Services
Jersey
$1.58M -$30.6K -325 -2%
PCIA
805
Prime Capital Investment Advisors
Kansas
$1.57M +$494K +5,248 +46%
KA
806
KLCM Advisors
Wisconsin
$1.57M +$324K +3,445 +26%
B
807
Bailard
California
$1.57M +$4.7K +50 +0.3%
GFA
808
Gifford Fong Associates
California
$1.57M – – –
SC
809
Stolper & Co
Oklahoma
$1.57M -$19.8K -210 -1%
CI
810
Cigna Investments
Connecticut
$1.57M -$282 -3 -0%
MMG
811
Monetary Management Group
Missouri
$1.56M – – –
LF
812
Lee Financial
Texas
$1.56M -$849 -9 -0.1%
SLT
813
St Louis Trust
Missouri
$1.56M – – –
AO
814
Advisor OS
Illinois
$1.55M +$50.7K +539 +3%
PMA
815
Prudent Man Advisors
Illinois
$1.54M -$62.9K -669 -4%
MYIA
816
Mount Yale Investment Advisors
Colorado
$1.54M -$21.5K -228 -1%
JCM
817
Jacobi Capital Management
Pennsylvania
$1.53M +$99.4K +1,057 +7%
ACL
818
Applied Capital LLC
Florida
$1.53M -$54.7K -581 -3%
TCM
819
Tandem Capital Management
New Jersey
$1.53M -$62.2K -661 -4%
WIA
820
Westbourne Investment Advisors
Maryland
$1.52M – – –
RWM
821
Rockwood Wealth Management
Pennsylvania
$1.52M +$1.52M +16,193 New
WI
822
Wedgewood Investors
Pennsylvania
$1.51M +$10.2K +108 +0.7%
DWM
823
Dakota Wealth Management
Florida
$1.51M -$3.59M -38,154 -70%
RMAM
824
Raab & Moskowitz Asset Management
New Jersey
$1.51M -$47.4K -504 -3%
JIP
825
Jaffetilchin Investment Partners
Florida
$1.5M -$3.86K -41 -0.3%
31 32
33
34 35