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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 %
ACA
851
Aptus Capital Advisors
Alabama
$1.99M -$113K -927 -5%
FPWM
852
FSB Premier Wealth Management
Iowa
$1.98M +$176K +1,449 +10%
CRI
853
Colonial River Investments
Virginia
$1.98M +$694K +5,715 +54%
MA
854
Montag & Associates
Georgia
$1.98M -$15.4K -126 -0.8%
LA
855
Lynch & Associates
Indiana
$1.97M -$12.1K -100 -0.6%
AIP
856
Ameritas Investment Partners
Nebraska
$1.97M -$73.4K -605 -4%
WIA
857
Westbourne Investment Advisors
Maryland
$1.97M – – –
RMAM
858
Raab & Moskowitz Asset Management
New Jersey
$1.97M +$1.46K +12 +0.1%
BAM
859
Belpointe Asset Management
Nevada
$1.96M +$204K +1,678 +12%
AFCM
860
Applied Finance Capital Management
Puerto Rico
$1.96M -$103K -852 -5%
SMH
861
Sanders Morris Harris
Texas
$1.96M -$60.7K -500 -3%
BCP
862
Berkeley Capital Partners
Georgia
$1.95M -$224K -1,843 -10%
JCM
863
Jacobi Capital Management
Pennsylvania
$1.95M +$6.31K +52 +0.3%
QI
864
Qtron Investments
Massachusetts
$1.95M +$310K +2,550 +19%
ACMA
865
Arbor Capital Management (Alaska)
Alaska
$1.95M -$226K -1,872 -10%
LIM
866
Letson Investment Management
Georgia
$1.94M – – –
CI
867
Cigna Investments
Connecticut
$1.94M -$33.1K -273 -2%
CGH
868
Crossmark Global Holdings
Texas
$1.94M +$14.8K +122 +0.8%
SWIM
869
Smallwood Wealth Investment Management
New Jersey
$1.94M +$971 +8 +0.1%
IAMOG
870
Investors Asset Management of Georgia
Georgia
$1.93M -$355K -2,925 -16%
ST
871
Spinnaker Trust
Maine
$1.93M +$134K +1,100 +7%
MW
872
Marcum Wealth
Ohio
$1.92M -$83.9K -691 -4%
RIM
873
Redwood Investment Management
Arizona
$1.92M -$650K -5,387 -25%
MCM
874
Mainstay Capital Management
Michigan
$1.92M +$44.6K +367 +2%
PCC
875
Park Circle Company
Maryland
$1.91M – – –
33 34
35
36 37