PM icon

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 %
MW
826
Marcum Wealth
Ohio
$1.68M +$6.99K +69 +0.4%
IAS
827
Insigneo Advisory Services
Florida
$1.67M -$631K -5,561 -27%
KFGK
828
Keystone Financial Group (Kentucky)
Kentucky
$1.67M +$19.9K +196 +1%
SLT
829
St Louis Trust
Missouri
$1.67M -$5.07K -50 -0.3%
MA
830
Montag & Associates
Georgia
$1.67M -$83.7K -816 -5%
OAM
831
Oxford Asset Management
United Kingdom
$1.66M +$330K +3,252 +25%
LA
832
Lynch & Associates
Indiana
$1.65M +$20.8K +205 +1%
CI
833
Cigna Investments
Connecticut
$1.65M -$16.2K -160 -1%
WIA
834
Westbourne Investment Advisors
Maryland
$1.64M – – –
CA
835
Cornerstone Advisory
Maryland
$1.64M +$1.03M +10,187 +170%
RMAM
836
Raab & Moskowitz Asset Management
New Jersey
$1.64M +$5.17K +51 +0.3%
TW
837
TrinityPoint Wealth
Connecticut
$1.63M +$15.4K +152 +1%
KWM
838
Kingsview Wealth Management
Oregon
$1.63M +$242K +2,386 +17%
LIM
839
Letson Investment Management
Georgia
$1.62M -$26.3K -260 -2%
JCM
840
Jacobi Capital Management
Pennsylvania
$1.62M -$43.4K -428 -3%
SWIM
841
Smallwood Wealth Investment Management
New Jersey
$1.62M -$157K -1,551 -9%
CGH
842
Crossmark Global Holdings
Texas
$1.61M +$60.4K +596 +4%
RCM
843
RNC Capital Management
California
$1.61M +$161K +1,591 +11%
CWS
844
Confluence Wealth Services
Pennsylvania
$1.61M +$329K +3,247 +26%
QCM
845
Qsemble Capital Management
New York
$1.6M -$504K -4,972 -24%
PCC
846
Park Circle Company
Maryland
$1.6M – – –
WSCM
847
Wellington Shields Capital Management
New York
$1.59M -$35.1K -346 -2%
WI
848
Wedgewood Investors
Pennsylvania
$1.58M +$1.58M +15,611 New
FHB
849
First Hawaiian Bank
Hawaii
$1.58M -$206K -2,031 -12%
WS
850
Wedbush Securities
California
$1.58M +$298K +2,937 +23%
32 33
34
35 36