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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFO
901
Fiduciary Family Office
Florida
$1.25M +$1.25M +13,261 New
BFO
902
Boston Family Office
Massachusetts
$1.25M -$28.2K -300 -2%
O
903
Ossiam
France
$1.25M +$880K +9,355 +241%
FFA
904
Fortune Financial Advisors
Kansas
$1.24M -$9.78K -104 -0.8%
MSA
905
Marino Stram & Associates
Massachusetts
$1.24M +$22.2K +236 +2%
OP
906
Oldfield Partners
United Kingdom
$1.24M – – –
NB
907
Northwest Bancshares
Pennsylvania
$1.24M -$49.1K -522 -4%
MCM
908
Mainstay Capital Management
Michigan
$1.24M +$1.24M +13,170 New
Walleye Capital
909
Walleye Capital
New York
$1.24M -$1.24M -13,173 -50%
FDCDDQ
910
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.24M -$48.8K -519 -4%
MWM
911
Mission Wealth Management
California
$1.24M -$42.5K -452 -3%
BWL
912
Bogart Wealth LLC
Virginia
$1.23M – – –
FFA
913
Farther Finance Advisors
California
$1.23M +$538K +5,721 +77%
EP
914
Edgestream Partners
New Jersey
$1.23M +$225K +2,390 +22%
AWP
915
Accretive Wealth Partners
New Jersey
$1.23M +$9.5K +101 +0.8%
TCOV
916
Trust Company of Vermont
Vermont
$1.23M -$243K -2,581 -17%
KWM
917
Kingsview Wealth Management
Oregon
$1.23M -$68.4K -727 -5%
NSIM
918
North Star Investment Management
Illinois
$1.22M – – –
NAS
919
Nicolet Advisory Services
Wisconsin
$1.22M -$117K -1,228 -9%
BAM
920
Berkshire Asset Management
Pennsylvania
$1.22M -$58.2K -619 -5%
AAM
921
Aureus Asset Management
Massachusetts
$1.22M +$16.7K +177 +1%
CSPIA
922
Cary Street Partners Investment Advisory
Virginia
$1.22M +$215K +2,283 +21%
TAM
923
Titleist Asset Management
Texas
$1.21M -$52K -553 -4%
CRIG
924
Charter Research & Investment Group
Connecticut
$1.21M -$5.65K -60 -0.5%
RCM
925
RB Capital Management
Nevada
$1.21M +$5.27K +56 +0.4%
35 36
37
38 39