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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 %
SJL
876
Shayne & Jacobs LLC
Tennessee
$1.34M +$31.2K +340 +2%
DCM
877
Dudley Capital Management
Virginia
$1.34M -$27.1K -296 -2%
WI
878
WrapManager Inc
California
$1.34M +$99.2K +1,083 +8%
FCA
879
FLC Capital Advisors
California
$1.34M -$80.2K -875 -6%
GJWM
880
Gilliland Jeter Wealth Management
Arkansas
$1.33M +$115K +1,252 +9%
XF
881
XML Financial
Maryland
$1.33M +$22.4K +245 +2%
FCM
882
Fourpath Capital Management
Oklahoma
$1.33M -$19.4K -212 -1%
MAM
883
Mystic Asset Management
Rhode Island
$1.33M +$68.5K +748 +5%
PWW
884
Pettyjohn Wood & White
Virginia
$1.32M -$22.9K -250 -2%
MYLI
885
Meiji Yasuda Life Insurance
Japan
$1.32M +$394K +4,300 +43%
VAM
886
Verity Asset Management
North Carolina
$1.32M +$3.21K +35 +0.2%
MFA
887
Mayflower Financial Advisors
Massachusetts
$1.31M -$9.16K -100 -0.7%
RCM
888
RNC Capital Management
California
$1.31M -$305K -3,334 -19%
CAM
889
Cozad Asset Management
Illinois
$1.3M -$88.5K -966 -6%
BST
890
Bath Savings Trust
Maine
$1.3M -$42.6K -465 -3%
RA
891
RFG Advisory
Alabama
$1.29M +$38.6K +421 +3%
AWP
892
Accretive Wealth Partners
New Jersey
$1.29M +$14.2K +146 +1%
NCM
893
Northside Capital Management
Oregon
$1.29M – – –
LGA
894
Lebenthal Global Advisors
New York
$1.28M +$35.3K +385 +3%
LAS
895
Lloyd Advisory Services
Georgia
$1.28M +$930K +10,146 +268%
GWM
896
Geneos Wealth Management
Colorado
$1.28M +$180K +1,966 +16%
TCOV
897
Trust Company of Vermont
Vermont
$1.27M +$78.6K +858 +7%
WPW
898
Waldron Private Wealth
Pennsylvania
$1.26M -$72.5K -780 -5%
SIG
899
Stonegate Investment Group
Alabama
$1.26M -$50.9K -556 -4%
FDCDDQ
900
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.25M +$48.6K +530 +4%
34 35
36
37 38