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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 %
SJL
901
Shayne & Jacobs LLC
Tennessee
$1.76M – – –
BOSSRA
902
B.O.S.S. Retirement Advisors
Utah
$1.76M +$59K +486 +3%
HAG
903
HF Advisory Group
Maryland
$1.75M +$86.2K +710 +5%
GI
904
GAMCO Investors
Connecticut
$1.75M -$12.1K -100 -0.7%
GJWM
905
Gilliland Jeter Wealth Management
Arkansas
$1.74M – – –
JIP
906
Jaffetilchin Investment Partners
Florida
$1.74M +$11K +91 +0.6%
MAM
907
Mystic Asset Management
Rhode Island
$1.73M -$11.9K -98 -0.7%
JWCA
908
J.W. Cole Advisors
Florida
$1.73M +$138K +1,133 +9%
ECM
909
Evergreen Capital Management
Washington
$1.72M +$741K +6,033 +75%
CCM
910
Chickasaw Capital Management
Tennessee
$1.72M -$124K -1,025 -7%
ET
911
Equitable Trust
Tennessee
$1.72M +$191K +1,575 +13%
QCG
912
Quadrant Capital Group
Ohio
$1.71M +$30.6K +252 +2%
WW
913
Waterfront Wealth
Kansas
$1.71M +$59.3K +451 +4%
AAS
914
Ameritas Advisory Services
Nebraska
$1.7M -$523K -4,306 -23%
WI
915
WrapManager Inc
California
$1.7M -$145K -1,194 -8%
TCM
916
Tandem Capital Management
New Jersey
$1.7M – – –
CFP
917
Catalyst Financial Partners
Massachusetts
$1.69M +$11.3K +93 +0.7%
CSPIA
918
Cary Street Partners Investment Advisory
Virginia
$1.69M -$22.9K -189 -1%
KA
919
KLCM Advisors
Wisconsin
$1.69M -$348K -2,863 -17%
MFA
920
Mayflower Financial Advisors
Massachusetts
$1.69M -$95.8K -789 -5%
SWA
921
Stratos Wealth Advisors
Ohio
$1.68M -$39.7K -327 -2%
AW
922
Alaethes Wealth
Nevada
$1.68M -$52.3K -426 -3%
EI
923
Ethic Inc
New York
$1.67M -$228K -2,493 -12%
AWP
924
Accretive Wealth Partners
New Jersey
$1.67M -$90.8K -748 -5%
CPA
925
Cardiff Park Advisors
California
$1.66M +$7.53K +62 +0.5%
35 36
37
38 39