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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 %
BFG
851
Beacon Financial Group
Texas
$1.57M +$4.76K +47 +0.3%
OCM
852
One Capital Management
California
$1.57M -$14.5K -143 -0.9%
MCM
853
Mainstay Capital Management
Michigan
$1.56M +$225K +2,218 +17%
VT
854
Vise Technologies
New York
$1.56M +$234K +2,309 +18%
LFAS
855
Level Four Advisory Services
Texas
$1.56M -$924K -9,121 -37%
MPCG
856
Matrix Private Capital Group
New York
$1.56M +$1.64K +16 +0.1%
GWM
857
Geneos Wealth Management
Colorado
$1.56M +$145K +1,435 +10%
LF
858
Lee Financial
Texas
$1.55M -$96.5K -950 -6%
PA
859
Profund Advisors
Maryland
$1.55M -$64.9K -640 -4%
FIA
860
Foundations Investment Advisors
Arizona
$1.54M +$309K +3,045 +25%
RIA
861
Realta Investment Advisors
Delaware
$1.54M +$7.9K +78 +0.5%
CCM
862
Chickasaw Capital Management
Tennessee
$1.54M -$70.9K -700 -4%
WI
863
WrapManager Inc
California
$1.54M +$56.2K +555 +4%
IWA
864
Icon Wealth Advisors
Texas
$1.53M +$183K +1,588 +14%
OQS
865
Occudo Quantitative Strategies
Florida
$1.52M +$1.52M +15,026 New
SACTSONJ
866
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.52M – – –
FPWM
867
FSB Premier Wealth Management
Iowa
$1.51M +$428K +4,228 +40%
MAP
868
Managed Asset Portfolios
Michigan
$1.51M -$290K -2,865 -16%
GI
869
GAMMA Investing
California
$1.5M +$606K +5,976 +68%
ST
870
Spinnaker Trust
Maine
$1.5M – – –
TCOV
871
Trust Company of Vermont
Vermont
$1.49M +$86.1K +850 +6%
MFA
872
Mayflower Financial Advisors
Massachusetts
$1.49M +$38.1K +376 +3%
BA
873
Bluesphere Advisors
Pennsylvania
$1.49M +$113K +1,113 +8%
IC
874
Inscription Capital
Texas
$1.49M -$147K -1,449 -9%
DCM
875
Dudley Capital Management
Virginia
$1.48M -$5.57K -55 -0.4%
33 34
35
36 37