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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 %
KWM
901
Kingsview Wealth Management
Oregon
$1.25M +$58.8K +642 +5%
BA
902
Bluesphere Advisors
Pennsylvania
$1.24M -$313K -3,421 -20%
CPA
903
Cardiff Park Advisors
California
$1.24M +$4.86K +53 +0.4%
TA
904
TCM Advisors
West Virginia
$1.24M -$1.3M – –
SC
905
Shay Capital
New York
$1.24M +$1.24M +13,500 New
QI
906
Qtron Investments
Massachusetts
$1.24M +$399K +4,358 +48%
WorldQuant Millennium Advisors
907
WorldQuant Millennium Advisors
New York
$1.24M -$608K -6,637 -33%
CFP
908
Catalyst Financial Partners
Massachusetts
$1.23M -$77.4K -855 -6%
PA
909
Parallel Advisors
California
$1.22M -$8.7K -95 -0.7%
AAS
910
Annex Advisory Services
Wisconsin
$1.22M +$1.28K +14 +0.1%
PCG
911
Prosperity Consulting Group
Maryland
$1.22M +$146K +1,594 +14%
MFG
912
MidWestOne Financial Group
Iowa
$1.22M – – –
PWA
913
Primoris Wealth Advisors
Florida
$1.22M +$1.22M +13,263 New
GI
914
GAMCO Investors
Connecticut
$1.21M -$75.6K -825 -6%
MCM
915
Mainstay Capital Management
Michigan
$1.21M +$4.03K +44 +0.3%
OP
916
Oldfield Partners
United Kingdom
$1.21M – – –
NSIM
917
North Star Investment Management
Illinois
$1.2M +$13.7K +150 +1%
VT
918
Vise Technologies
New York
$1.2M +$44.7K +488 +4%
LC
919
Lindbrook Capital
California
$1.2M -$72.3K -789 -6%
OAM
920
Oxford Asset Management
United Kingdom
$1.2M +$1.2M +13,101 New
RPCONE
921
Retirement Planning Company of New England
Rhode Island
$1.2M -$95.7K -1,044 -7%
STA
922
Summit Trail Advisors
New York
$1.2M +$56.8K +611 +5%
AAS
923
Ameritas Advisory Services
Nebraska
$1.19M -$133K -1,416 -10%
CSPIA
924
Cary Street Partners Investment Advisory
Virginia
$1.19M +$7.79K +85 +0.7%
MSA
925
Marino Stram & Associates
Massachusetts
$1.19M -$20.4K -223 -2%
35 36
37
38 39