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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 %
JWCA
926
J.W. Cole Advisors
Florida
$1.33M +$136K +1,339 +11%
NSIM
927
North Star Investment Management
Illinois
$1.32M -$15.5K -153 -1%
MWM
928
Modern Wealth Management
Kansas
$1.31M +$243K +2,396 +23%
RPCONE
929
Retirement Planning Company of New England
Rhode Island
$1.31M -$14K -138 -1%
ATPW
930
Ashton Thomas Private Wealth
Arizona
$1.31M +$18.3K +181 +1%
LIM
931
Longfellow Investment Management
Massachusetts
$1.31M +$8.92K +88 +0.7%
STAS
932
Strong Tower Advisory Services
Minnesota
$1.3M +$348K +3,438 +36%
SFG
933
SevenBridge Financial Group
Pennsylvania
$1.3M -$28.8K -252 -2%
KIG
934
Kessler Investment Group
Indiana
$1.3M +$1.27M +12,549 +4,682%
KPPF
935
Klein Pavlis & Peasley Financial
California
$1.29M -$2.31M -22,823 -64%
HCP
936
Hexagon Capital Partners
Arkansas
$1.29M +$85.9K +848 +7%
CB
937
CNB Bank
Pennsylvania
$1.28M -$955K -9,424 -43%
NFSG
938
Newbridge Financial Services Group
Florida
$1.28M -$216K -2,129 -14%
EHC
939
Everett Harris & Co
California
$1.28M +$9.42K +93 +0.7%
XSC
940
X-Square Capital
Puerto Rico
$1.28M +$7.6K +75 +0.6%
ET
941
Equitable Trust
Tennessee
$1.28M +$84.2K +831 +7%
PCG
942
Prosperity Consulting Group
Maryland
$1.28M -$70.5K -696 -5%
FFA
943
Fortune Financial Advisors
Kansas
$1.27M +$4.36K +43 +0.3%
WW
944
Waterfront Wealth
Kansas
$1.27M +$29K +286 +2%
TIM
945
Tevis Investment Management
Texas
$1.26M – – –
MSA
946
Marino Stram & Associates
Massachusetts
$1.26M -$55.8K -551 -4%
AFG
947
Allegheny Financial Group
Pennsylvania
$1.25M +$183K +1,802 +17%
OPTFSNA
948
Old Point Trust & Financial Services N A
Virginia
$1.25M -$6.89K -68 -0.5%
RCM
949
RB Capital Management
Nevada
$1.25M -$46.2K -456 -4%
CRIG
950
Charter Research & Investment Group
Connecticut
$1.25M – – –
36 37
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