PM icon

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 %
BFG
826
Beacon Financial Group
Texas
$1.5M -$6.68K -71 -0.4%
BPCA
827
Bank Pictet & Cie (Asia)
Singapore
$1.5M +$820K +8,713 +121%
OCM
828
One Capital Management
California
$1.49M -$23.5K -250 -2%
PCC
829
Park Circle Company
Maryland
$1.48M – – –
OFG
830
OmniStar Financial Group
North Carolina
$1.48M -$151K -1,604 -9%
ECA
831
Elevated Capital Advisors
Utah
$1.48M -$47.5K -505 -3%
FFG
832
Fortem Financial Group
California
$1.48M -$257K -2,731 -15%
KFGK
833
Keystone Financial Group (Kentucky)
Kentucky
$1.47M -$58.1K -618 -4%
RVPG
834
Relative Value Partners Group
$1.47M +$1.6K +17 +0.1%
MAS
835
Meeder Advisory Services
Ohio
$1.46M -$55.3K -588 -4%
FCA
836
FLC Capital Advisors
California
$1.46M +$152K +1,620 +12%
PF
837
Prosperitas Financial
California
$1.45M +$991K +10,532 +214%
CA
838
CoreCap Advisors
Michigan
$1.45M -$16K -170 -1%
MPCG
839
Matrix Private Capital Group
New York
$1.45M -$115K -1,200 -7%
FAIM
840
Financial Advocates Investment Management
Washington
$1.44M -$86.4K -918 -6%
SOAMC
841
Spirit of America Management Corp
New York
$1.44M – – –
SAM
842
Secure Asset Management
Michigan
$1.43M +$1.22M +12,918 +572%
CAM
843
Cozad Asset Management
Illinois
$1.43M +$753 +8 +0.1%
RIA
844
Realta Investment Advisors
Delaware
$1.43M -$251K -2,665 -15%
ICA
845
Infrastructure Capital Advisors
New York
$1.42M +$142K +1,507 +11%
ST
846
Spinnaker Trust
Maine
$1.42M – – –
SACTSONJ
847
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.41M – – –
DCM
848
Dudley Capital Management
Virginia
$1.41M +$17.8K +189 +1%
CGH
849
Crossmark Global Holdings
Texas
$1.41M -$38.4K -408 -3%
SMH
850
Sanders Morris Harris
Texas
$1.4M -$226K -2,350 -14%
32 33
34
35 36