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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 %
PF
876
Phoenix Financial
Israel
$1.9M +$764K +6,269 +67%
MAP
877
Managed Asset Portfolios
Michigan
$1.9M +$93.2K +768 +5%
WSCM
878
Wellington Shields Capital Management
New York
$1.89M -$18.7K -154 -1%
OCM
879
One Capital Management
California
$1.89M +$3.64K +30 +0.2%
ARMT
880
Amica Retiree Medical Trust
Rhode Island
$1.88M +$1.88M +15,441 New
WI
881
Wedgewood Investors
Pennsylvania
$1.87M -$21.9K -180 -1%
SAM
882
Secure Asset Management
Michigan
$1.87M -$141K -1,160 -7%
STAS
883
Strong Tower Advisory Services
Minnesota
$1.87M +$309K +2,543 +20%
BP
884
Ballentine Partners
Massachusetts
$1.87M +$193K +1,587 +12%
MPCG
885
Matrix Private Capital Group
New York
$1.87M – – –
FHB
886
First Hawaiian Bank
Hawaii
$1.86M -$30.5K -251 -2%
FBC
887
Fairfield, Bush & Co
Connecticut
$1.86M -$510K -4,197 -21%
MWM
888
Meridian Wealth Management
Kentucky
$1.85M +$1.85M +15,226 New
BFG
889
Beacon Financial Group
Texas
$1.84M -$42.2K -348 -2%
SACTSONJ
890
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.82M – – –
BA
891
Bluesphere Advisors
Pennsylvania
$1.82M +$34.5K +284 +2%
PA
892
Parallel Advisors
California
$1.81M +$142K +1,166 +8%
CWS
893
Confluence Wealth Services
Pennsylvania
$1.79M -$133K -1,093 -7%
TCOV
894
Trust Company of Vermont
Vermont
$1.79M -$728 -6 -0%
ANTB
895
AMG National Trust Bank
Colorado
$1.78M -$846K -6,969 -32%
TW
896
TrinityPoint Wealth
Connecticut
$1.78M -$178K -1,469 -9%
MWM
897
Modern Wealth Management
Kansas
$1.78M +$202K +1,667 +13%
WPC
898
Wedmont Private Capital
Pennsylvania
$1.78M +$188K +1,577 +12%
FCA
899
FLC Capital Advisors
California
$1.77M – – –
DCM
900
Dudley Capital Management
Virginia
$1.77M -$5.58K -46 -0.3%
34 35
36
37 38