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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 %
MW
826
Marcum Wealth
Ohio
$1.51M -$91.2K -995 -6%
CI
827
Cigna Investments
Connecticut
$1.51M -$18.3K -200 -1%
SFI
828
Siemens Fonds Invest
Germany
$1.51M -$63.6K -694 -4%
JCM
829
Jacobi Capital Management
Pennsylvania
$1.51M +$10.7K +117 +0.7%
AIC
830
Anthracite Investment Company
Texas
$1.5M +$1.5M +16,369 New
GAA
831
Global Assets Advisory
Florida
$1.5M +$1.5M +136,977 New
AG
832
AlTi Global
New York
$1.5M +$478K +5,147 +47%
GVAG
833
Great Valley Advisor Group
Delaware
$1.49M +$167K +1,825 +13%
KFGK
834
Keystone Financial Group (Kentucky)
Kentucky
$1.49M +$63.5K +693 +4%
LF
835
Lee Financial
Texas
$1.49M -$24.6K -268 -2%
LIM
836
Letson Investment Management
Georgia
$1.49M -$685K -7,476 -31%
FTDI
837
First Trust Direct Indexing
Massachusetts
$1.49M +$240K +2,615 +19%
ORG
838
Optimist Retirement Group
Washington
$1.49M +$432K +4,711 +41%
WIA
839
Westbourne Investment Advisors
Maryland
$1.49M – – –
IMC Chicago
840
IMC Chicago
Illinois
$1.48M +$1.48M +16,200 New
RMAM
841
Raab & Moskowitz Asset Management
New Jersey
$1.48M +$10.8K +118 +0.7%
IC
842
Inscription Capital
Texas
$1.48M +$774K +8,452 +110%
LA
843
Lynch & Associates
Indiana
$1.48M -$75.6K -825 -5%
MAS
844
Meeder Advisory Services
Ohio
$1.48M +$50.9K +556 +4%
IBOK
845
Independence Bank of Kentucky
Kentucky
$1.47M +$379K +4,134 +35%
WSCM
846
Wellington Shields Capital Management
New York
$1.47M -$91.6K -1,000 -6%
PCIA
847
Prime Capital Investment Advisors
Kansas
$1.47M -$65.1K -711 -4%
SAM
848
Secure Asset Management
Michigan
$1.46M +$74.4K +812 +5%
TW
849
TrinityPoint Wealth
Connecticut
$1.46M -$879K -9,593 -38%
PA
850
Profund Advisors
Maryland
$1.46M -$98K -1,070 -6%
32 33
34
35 36