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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 %
BCP
851
Berkeley Capital Partners
Georgia
$1.4M -$148K -1,576 -10%
GIA
852
Gladstone Institutional Advisory
Florida
$1.39M +$341K +3,625 +33%
NHC
853
Nicholas Hoffman & Company
Georgia
$1.39M +$847 +9 +0.1%
FCM
854
Fourpath Capital Management
Oklahoma
$1.39M -$50.9K -541 -4%
ECM
855
Evergreen Capital Management
Washington
$1.38M +$383K +4,015 +38%
PWW
856
Pettyjohn Wood & White
Virginia
$1.38M – – –
BST
857
Bath Savings Trust
Maine
$1.38M +$14.8K +157 +1%
WPW
858
Waldron Private Wealth
Pennsylvania
$1.37M -$6.01K -63 -0.4%
DA
859
Duality Advisers
Florida
$1.37M -$2.69M -28,623 -66%
PFS
860
Prospera Financial Services
Texas
$1.36M -$205K -2,180 -13%
GVAG
861
Great Valley Advisor Group
Delaware
$1.36M +$5.36K +57 +0.4%
MWM
862
Meridian Wealth Management
Kentucky
$1.36M -$1.12M -11,890 -45%
CFG
863
Cooper Financial Group
California
$1.36M +$28.1K +299 +2%
MFA
864
Mayflower Financial Advisors
Massachusetts
$1.36M -$22.8K -242 -2%
WAM
865
Weiss Asset Management
Massachusetts
$1.36M +$1.36M +14,427 New
CFP
866
Catalyst Financial Partners
Massachusetts
$1.36M +$25.1K +267 +2%
VAM
867
Verity Asset Management
North Carolina
$1.35M +$36.3K +386 +3%
SJL
868
Shayne & Jacobs LLC
Tennessee
$1.35M +$2.82K +30 +0.2%
XF
869
XML Financial
Maryland
$1.34M +$12.6K +134 +0.9%
SIG
870
Stonegate Investment Group
Alabama
$1.34M +$77.2K +821 +6%
RPCONE
871
Retirement Planning Company of New England
Rhode Island
$1.33M +$61.9K +658 +5%
GI
872
GAMCO Investors
Connecticut
$1.32M -$24.5K -260 -2%
Group One Trading
873
Group One Trading
Illinois
$1.32M +$393K +4,181 +42%
NCM
874
Northside Capital Management
Oregon
$1.32M – – –
SFG
875
SevenBridge Financial Group
Pennsylvania
$1.32M – – –
33 34
35
36 37