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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 %
IBOK
801
Independence Bank of Kentucky
Kentucky
$1.78M +$148K +1,462 +9%
CA
802
Cortland Associates
Missouri
$1.77M +$18.1K +179 +1%
AA
803
Axiom Advisory
California
$1.77M +$1.77M +18,112 New
RIL
804
Rothschild Investment LLC
Illinois
$1.76M +$49.1K +485 +3%
BMC
805
Beaton Management Company
Massachusetts
$1.76M – – –
ACA
806
Aptus Capital Advisors
Alabama
$1.75M -$32.1K -317 -2%
VV
807
Verity & Verity
South Carolina
$1.75M -$231K -2,284 -12%
RDWM
808
Red Door Wealth Management
Tennessee
$1.74M -$150K -1,477 -8%
SC
809
Stolper & Co
Oklahoma
$1.73M +$16.7K +165 +1%
ACL
810
Applied Capital LLC
Florida
$1.73M +$38.9K +384 +2%
WTB
811
Washington Trust Bank
Washington
$1.73M -$109K -1,077 -6%
Dodge & Cox
812
Dodge & Cox
California
$1.72M – – –
AFCM
813
Applied Finance Capital Management
Puerto Rico
$1.72M +$1.72M +16,998 New
TWP
814
Tyche Wealth Partners
Texas
$1.71M -$277K -2,731 -14%
SDWIA
815
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.71M +$4.36K +43 +0.3%
AIP
816
Ameritas Investment Partners
Nebraska
$1.7M -$43.3K -427 -2%
KA
817
KLCM Advisors
Wisconsin
$1.7M +$7.5K +74 +0.4%
MMG
818
Monetary Management Group
Missouri
$1.7M -$30.4K -300 -2%
HWAM
819
Hennion & Walsh Asset Management
New Jersey
$1.7M -$15.3K -151 -0.9%
CCA
820
Checchi Capital Advisers
California
$1.69M -$109K -1,072 -6%
GFA
821
Gifford Fong Associates
California
$1.69M – – –
FFG
822
Fortem Financial Group
California
$1.69M -$32.7K -323 -2%
NHC
823
Nicholas Hoffman & Company
Georgia
$1.68M +$585K +5,778 +53%
SMH
824
Sanders Morris Harris
Texas
$1.68M – – –
SAM
825
Secure Asset Management
Michigan
$1.68M +$59.2K +584 +4%
31 32
33
34 35