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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 %
IP
926
Ignite Planners
California
$1.21M -$120K -1,254 -9%
BAM
927
Belpointe Asset Management
Nevada
$1.21M +$364K +3,865 +43%
EHC
928
Everett Harris & Co
California
$1.21M -$5.55K -59 -0.5%
EI
929
Ethic Inc
New York
$1.21M -$188K -1,996 -13%
A
930
AlphaQuest
New York
$1.2M +$1.2M +12,777 New
AFG
931
Atomi Financial Group
New York
$1.2M +$318K +3,378 +36%
LIM
932
Longfellow Investment Management
Massachusetts
$1.19M – – –
VT
933
Vise Technologies
New York
$1.19M +$146K +1,549 +14%
FFM
934
Forum Financial Management
Illinois
$1.19M -$61.8K -657 -5%
ACA
935
Aptus Capital Advisors
Alabama
$1.18M -$193K -2,051 -14%
FIA
936
Foundations Investment Advisors
Arizona
$1.18M -$511K -5,473 -30%
OPTFSNA
937
Old Point Trust & Financial Services N A
Virginia
$1.17M -$28.8K -306 -2%
JWCA
938
J.W. Cole Advisors
Florida
$1.17M +$27.1K +288 +2%
STA
939
Summit Trail Advisors
New York
$1.17M -$201K -2,104 -15%
TPWA
940
TRUE Private Wealth Advisors
Oregon
$1.17M -$1.04K -11 -0.1%
TIM
941
Tevis Investment Management
Texas
$1.16M – – –
RWP
942
RWA Wealth Partners
Massachusetts
$1.16M +$335K +3,556 +41%
TPA
943
Trivium Point Advisory
Connecticut
$1.15M -$15.5K -165 -1%
CBTWT
944
Community Bank & Trust (Waco, Texas)
Texas
$1.14M -$285K -3,033 -20%
IWA
945
Icon Wealth Advisors
Texas
$1.13M +$1.13M +12,041 New
CPR
946
CSU Producer Resources
Ohio
$1.13M – – –
MJRIC
947
Mogy Joel R Investment Counsel
California
$1.13M – – –
CWM
948
Cornerstone Wealth Management
Missouri
$1.13M -$153K -1,625 -12%
IBOK
949
Independence Bank of Kentucky
Kentucky
$1.13M +$625K +6,639 +125%
GWM
950
Geneos Wealth Management
Colorado
$1.13M -$219K -2,325 -16%
36 37
38
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