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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 %
WPC
901
Wedmont Private Capital
Pennsylvania
$1.42M +$554K +5,226 +64%
LGA
902
Lebenthal Global Advisors
New York
$1.4M -$10K -99 -0.7%
CFP
903
Catalyst Financial Partners
Massachusetts
$1.4M +$29.4K +290 +2%
QCG
904
Quadrant Capital Group
Ohio
$1.4M +$130K +1,282 +10%
RA
905
RFG Advisory
Alabama
$1.4M -$29.1K -287 -2%
BP
906
Ballentine Partners
Massachusetts
$1.4M +$137K +1,352 +11%
VAS
907
Valicenti Advisory Services
New York
$1.4M +$491K +4,840 +54%
PA
908
Parallel Advisors
California
$1.39M +$40.5K +400 +3%
HAG
909
HF Advisory Group
Maryland
$1.39M +$255K +2,515 +22%
GIA
910
Gladstone Institutional Advisory
Florida
$1.39M +$280K +2,765 +25%
PWW
911
Pettyjohn Wood & White
Virginia
$1.39M -$72.1K -712 -5%
CAM
912
Cozad Asset Management
Illinois
$1.39M -$49.9K -492 -3%
AG
913
AlTi Global
New York
$1.39M -$269K -2,617 -16%
FMWA
914
Forvis Mazars Wealth Advisors
Missouri
$1.38M +$208K +2,051 +18%
CPA
915
Cardiff Park Advisors
California
$1.38M +$5.47K +54 +0.4%
KWA
916
Kingswood Wealth Advisors
California
$1.37M +$361K +3,564 +36%
PWA
917
Primoris Wealth Advisors
Florida
$1.37M +$25.3K +250 +2%
QI
918
Qtron Investments
Massachusetts
$1.37M – – –
I
919
InceptionR
California
$1.36M +$105K +1,035 +8%
CF
920
Centaurus Financial
California
$1.35M +$355K +3,500 +36%
BAM
921
Berkshire Asset Management
Pennsylvania
$1.35M +$176K +1,735 +15%
BST
922
Bath Savings Trust
Maine
$1.35M -$86.1K -850 -6%
WPW
923
Waldron Private Wealth
Pennsylvania
$1.35M -$48.1K -469 -3%
MFG
924
MidWestOne Financial Group
Iowa
$1.34M – – –
AAS
925
Annex Advisory Services
Wisconsin
$1.33M -$13.9K -137 -1%
35 36
37
38 39