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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 %
SWIM
801
Smallwood Wealth Investment Management
New Jersey
$1.6M +$9.9K +108 +0.6%
BMWM
802
Brown Miller Wealth Management
Virginia
$1.6M -$82.6K -902 -5%
BTI
803
Blue Trust Inc
Georgia
$1.59M -$491K -5,357 -24%
BMC
804
Beaton Management Company
Massachusetts
$1.59M -$64.1K -700 -4%
CA
805
Cortland Associates
Missouri
$1.59M +$15.3K +167 +1%
MA
806
Montag & Associates
Georgia
$1.58M -$31K -334 -2%
AIP
807
Ameritas Investment Partners
Nebraska
$1.58M -$41.5K -453 -3%
DWM
808
Dynasty Wealth Management
Florida
$1.57M +$1.57M +17,104 New
MMG
809
Monetary Management Group
Missouri
$1.56M +$45.8K +500 +3%
PMA
810
Prudent Man Advisors
Illinois
$1.56M +$59.1K +645 +4%
B
811
Bailard
California
$1.56M +$28.9K +315 +2%
FFG
812
Fortem Financial Group
California
$1.56M +$121K +1,323 +8%
Dodge & Cox
813
Dodge & Cox
California
$1.56M – – –
RIL
814
Rothschild Investment LLC
Illinois
$1.55M -$40.5K -442 -3%
SC
815
Stolper & Co
Oklahoma
$1.55M +$23.5K +257 +2%
HWAM
816
Hennion & Walsh Asset Management
New Jersey
$1.55M -$46.4K -506 -3%
SDWIA
817
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.54M +$484K +5,282 +46%
WI
818
WBI Investments
New Jersey
$1.54M -$83.2K -908 -5%
KA
819
KLCM Advisors
Wisconsin
$1.53M -$2.2K -24 -0.1%
GFA
820
Gifford Fong Associates
California
$1.53M – – –
ACL
821
Applied Capital LLC
Florida
$1.53M +$38K +415 +3%
ICG
822
InterOcean Capital Group
Tennessee
$1.52M +$648K +7,068 +74%
ECA
823
Elevated Capital Advisors
Utah
$1.52M +$81.9K +894 +6%
SMH
824
Sanders Morris Harris
Texas
$1.52M +$188K +2,050 +14%
SLT
825
St Louis Trust
Missouri
$1.52M – – –
31 32
33
34 35