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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 %
MNA
801
Manning & Napier Advisors
New York
$2.22M -$184M -1,515,087 -99%
IB
802
Intrust Bank
Kansas
$2.22M -$33.3K -274 -1%
CCT
803
Capital City Trust
Florida
$2.21M -$30.2K -249 -1%
CAG
804
Crestwood Advisors Group
Massachusetts
$2.21M -$86.4K -712 -4%
TCOT
805
Trust Company of Toledo
Ohio
$2.21M +$12.1K +100 +0.6%
KCPG
806
Kavar Capital Partners Group
Kansas
$2.2M -$21.2K -175 -1%
AA
807
Axiom Advisory
California
$2.2M +$96.7K +832 +5%
BCM
808
Barometer Capital Management
Ontario, Canada
$2.18M +$2.18M +17,970 New
MYIA
809
Mount Yale Investment Advisors
Colorado
$2.17M -$380K -3,127 -15%
VT
810
Vise Technologies
New York
$2.17M +$293K +2,416 +16%
I
811
InceptionR
California
$2.16M +$532K +4,379 +33%
RDWM
812
Red Door Wealth Management
Tennessee
$2.16M +$68.3K +563 +3%
TAM
813
Todd Asset Management
Kentucky
$2.14M – – –
CA
814
Cortland Associates
Missouri
$2.14M +$19.5K +161 +0.9%
PFP
815
Paragon Financial Partners
California
$2.14M -$121 -1 -0%
BMWM
816
Brown Miller Wealth Management
Virginia
$2.14M +$2.91K +24 +0.1%
CAMG
817
CWA Asset Management Group
Florida
$2.14M +$2.14M +17,595 New
CA
818
CoreCap Advisors
Michigan
$2.13M +$2.13M +17,552 New
RT
819
Rockland Trust
Massachusetts
$2.13M -$29.5K -243 -1%
MYLI
820
Meiji Yasuda Life Insurance
Japan
$2.12M +$938K +7,729 +79%
IBOK
821
Independence Bank of Kentucky
Kentucky
$2.11M -$18.5K -152 -0.9%
BMC
822
Beaton Management Company
Massachusetts
$2.11M – – –
LFAS
823
Level Four Advisory Services
Texas
$2.11M +$65K +490 +3%
ORG
824
Optimist Retirement Group
Washington
$2.1M -$95.3K -785 -4%
PMA
825
Prudent Man Advisors
Illinois
$2.1M -$43.6K -359 -2%
31 32
33
34 35