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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 %
CCM
851
Chickasaw Capital Management
Tennessee
$1.46M -$92.6K -1,010 -6%
SCM
852
Stevens Capital Management
Pennsylvania
$1.45M +$1.45M +15,856 New
GSC
853
Grey Street Capital
Illinois
$1.45M +$862K +9,276 +148%
PCC
854
Park Circle Company
Maryland
$1.44M – – –
FAIM
855
Financial Advocates Investment Management
Washington
$1.44M +$29K +317 +2%
OCM
856
One Capital Management
California
$1.43M -$15.9K -174 -1%
CA
857
CoreCap Advisors
Michigan
$1.43M +$14.6K +159 +1%
PPC
858
Park Place Capital
Alabama
$1.42M -$374K -4,078 -21%
JIP
859
Jaffetilchin Investment Partners
Florida
$1.42M -$39.9K -435 -3%
RVPG
860
Relative Value Partners Group
$1.42M – – –
BFG
861
Beacon Financial Group
Texas
$1.42M -$41.3K -451 -3%
ACA
862
American Capital Advisory
Idaho
$1.42M -$502K -5,161 -26%
MPCG
863
Matrix Private Capital Group
New York
$1.41M – – –
SOAMC
864
Spirit of America Management Corp
New York
$1.41M – – –
CGH
865
Crossmark Global Holdings
Texas
$1.4M +$31K +338 +2%
RIA
866
Realta Investment Advisors
Delaware
$1.39M +$641 +7 +0%
LA
867
Legacy Advisors
Pennsylvania
$1.39M -$574K -6,140 -29%
HS
868
HighVista Strategies
Massachusetts
$1.38M +$348K +3,800 +34%
SACTSONJ
869
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.37M – – –
HT
870
Headlands Technologies
Illinois
$1.36M +$922K +10,064 +211%
NFSG
871
Newbridge Financial Services Group
Florida
$1.35M +$1.23M +13,374 +951%
ST
872
Spinnaker Trust
Maine
$1.35M -$25.5K -278 -2%
TCM
873
Tandem Capital Management
New Jersey
$1.35M -$135K -1,470 -9%
PFS
874
Prospera Financial Services
Texas
$1.35M +$20.4K +223 +2%
BAM
875
Belpointe Asset Management
Nevada
$1.34M +$165K +1,802 +14%
33 34
35
36 37