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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 %
SWM
826
Spire Wealth Management
Virginia
$2.09M -$129K -1,062 -6%
RIL
827
Rothschild Investment LLC
Illinois
$2.08M -$30.6K -252 -1%
LC
828
Lindbrook Capital
California
$2.08M -$75.8K -624 -4%
LF
829
Lee Financial
Texas
$2.08M +$215K +1,770 +12%
TWP
830
Tyche Wealth Partners
Texas
$2.07M +$17.1K +141 +0.8%
BL
831
Balentine LLC
Georgia
$2.07M +$710K +5,847 +52%
Dodge & Cox
832
Dodge & Cox
California
$2.06M – – –
WTB
833
Washington Trust Bank
Washington
$2.06M -$5.46K -45 -0.3%
NHC
834
Nicholas Hoffman & Company
Georgia
$2.06M +$39.5K +325 +2%
ACL
835
Applied Capital LLC
Florida
$2.06M -$15.2K -125 -0.7%
WAM
836
Worth Asset Management
Texas
$2.05M +$2.05M +16,925 New
CCA
837
Checchi Capital Advisers
California
$2.05M +$22.2K +183 +1%
SC
838
Stolper & Co
Oklahoma
$2.05M -$22.2K -183 -1%
CF
839
Copperwynd Financial
Arizona
$2.04M +$2.04M +16,832 New
VV
840
Verity & Verity
South Carolina
$2.04M -$59.4K -489 -3%
RFM
841
Royal Fund Management
Florida
$2.04M +$945K +7,761 +87%
MMG
842
Monetary Management Group
Missouri
$2.03M -$6.07K -50 -0.3%
WAP
843
Wealthcare Advisory Partners
Pennsylvania
$2.03M +$650K +5,356 +47%
GFA
844
Gifford Fong Associates
California
$2.03M – – –
KFGK
845
Keystone Financial Group (Kentucky)
Kentucky
$2.03M +$22.8K +188 +1%
PFS
846
Prospera Financial Services
Texas
$2.02M +$268K +2,210 +15%
TSS
847
Two Sigma Securities
New York
$2.01M +$603K +4,971 +43%
SLT
848
St Louis Trust
Missouri
$2M – – –
PCIA
849
Prime Capital Investment Advisors
Kansas
$2M -$181K -1,492 -8%
PA
850
Profund Advisors
Maryland
$1.99M +$135K +1,114 +7%
32 33
34
35 36