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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 %
CFG
926
Cooper Financial Group
California
$1.18M -$142K -1,545 -11%
KIG
927
Kowal Investment Group
Wisconsin
$1.18M +$186K +2,029 +19%
WW
928
Waterfront Wealth
Kansas
$1.18M +$40K +416 +4%
XSC
929
X-Square Capital
Puerto Rico
$1.18M -$1.23M -13,089 -51%
LIM
930
Longfellow Investment Management
Massachusetts
$1.17M +$9.07K +99 +0.8%
RCM
931
RB Capital Management
Nevada
$1.17M -$9.62K -105 -0.8%
UWS
932
Unique Wealth Strategies
Illinois
$1.17M +$303K +3,309 +35%
ATPW
933
Ashton Thomas Private Wealth
Arizona
$1.17M +$339K +3,701 +41%
NAS
934
Nicolet Advisory Services
Wisconsin
$1.16M -$1.37K -15 -0.1%
CWS
935
Confluence Wealth Services
Pennsylvania
$1.16M +$119K +1,297 +11%
WS
936
Wedbush Securities
California
$1.16M -$65.4K -714 -5%
QCG
937
Quadrant Capital Group
Ohio
$1.15M -$66.1K -721 -5%
Balyasny Asset Management
938
Balyasny Asset Management
Illinois
$1.15M +$1.15M +12,565 New
EHC
939
Everett Harris & Co
California
$1.15M -$25.9K -283 -2%
FFA
940
Fortune Financial Advisors
Kansas
$1.15M -$65.3K -713 -5%
BWL
941
Bogart Wealth LLC
Virginia
$1.14M -$59.2K -646 -5%
BHBT
942
Burke & Herbert Bank & Trust
Virginia
$1.14M -$77K -840 -6%
OPTFSNA
943
Old Point Trust & Financial Services N A
Virginia
$1.14M -$5.04K -55 -0.4%
BP
944
Ballentine Partners
Massachusetts
$1.14M +$379K +4,133 +50%
MGIA
945
Moneta Group Investment Advisors
Missouri
$1.14M -$142K -1,553 -11%
Vontobel Holding
946
Vontobel Holding
Switzerland
$1.14M +$320K +3,494 +39%
SFG
947
SevenBridge Financial Group
Pennsylvania
$1.13M -$228K -2,340 -17%
I
948
InceptionR
California
$1.13M +$1.13M +12,373 New
TIM
949
Tevis Investment Management
Texas
$1.13M – – –
SB
950
Simmons Bank
Arkansas
$1.13M -$116K -1,261 -9%
36 37
38
39 40