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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 %
FCA
876
FLC Capital Advisors
California
$1.48M – – –
GI
877
GAMCO Investors
Connecticut
$1.47M +$128K +1,260 +10%
GVAG
878
Great Valley Advisor Group
Delaware
$1.47M -$184K -1,813 -11%
BAM
879
Belpointe Asset Management
Nevada
$1.47M -$16.8K -166 -1%
SJL
880
Shayne & Jacobs LLC
Tennessee
$1.47M -$16.3K -161 -1%
AWP
881
Accretive Wealth Partners
New Jersey
$1.47M +$126K +1,248 +9%
PFS
882
Prospera Financial Services
Texas
$1.46M -$27.7K -273 -2%
GJWM
883
Gilliland Jeter Wealth Management
Arkansas
$1.46M -$19.1K -188 -1%
MAM
884
Mystic Asset Management
Rhode Island
$1.46M -$15.1K -149 -1%
CFG
885
Citizens Financial Group
Rhode Island
$1.45M +$223K +2,205 +18%
AW
886
Alaethes Wealth
Nevada
$1.44M +$1.44M +14,077 New
JIP
887
Jaffetilchin Investment Partners
Florida
$1.44M -$130K -1,280 -8%
SWA
888
Stratos Wealth Advisors
Ohio
$1.44M +$336K +3,315 +30%
FAIM
889
Financial Advocates Investment Management
Washington
$1.44M -$150K -1,484 -9%
CSPIA
890
Cary Street Partners Investment Advisory
Virginia
$1.43M +$113K +1,115 +9%
AFG
891
Atomi Financial Group
New York
$1.43M +$240K +2,372 +20%
TCM
892
Tandem Capital Management
New Jersey
$1.43M -$79.3K -777 -5%
Walleye Capital
893
Walleye Capital
New York
$1.43M +$424K +4,185 +42%
NCM
894
Northside Capital Management
Oregon
$1.42M – – –
FCM
895
Fourpath Capital Management
Oklahoma
$1.42M -$47.1K -465 -3%
NAS
896
Nicolet Advisory Services
Wisconsin
$1.42M +$110K +1,069 +8%
XF
897
XML Financial
Maryland
$1.42M -$53.6K -529 -4%
Fisher Asset Management
898
Fisher Asset Management
Washington
$1.42M +$442K +4,361 +45%
SIG
899
Stonegate Investment Group
Alabama
$1.42M +$27.8K +274 +2%
BOSSRA
900
B.O.S.S. Retirement Advisors
Utah
$1.42M -$734K -7,245 -34%
34 35
36
37 38