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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 %
Baillie Gifford & Co
926
Baillie Gifford & Co
United Kingdom
$1.65M +$1.65M +13,612 New
IC
927
Inscription Capital
Texas
$1.65M -$132K -1,085 -7%
PWW
928
Pettyjohn Wood & White
Virginia
$1.64M -$21.2K -175 -1%
WPW
929
Waldron Private Wealth
Pennsylvania
$1.64M +$50.9K +419 +3%
FAIM
930
Financial Advocates Investment Management
Washington
$1.64M -$87.3K -719 -5%
AAS
931
Annex Advisory Services
Wisconsin
$1.62M +$25.7K +212 +2%
LGA
932
Lebenthal Global Advisors
New York
$1.62M -$66.3K -546 -4%
BST
933
Bath Savings Trust
Maine
$1.62M – – –
RCM
934
RNC Capital Management
California
$1.61M – – –
TSW
935
Thompson Siegel & Walmsley
Virginia
$1.61M +$199K +1,642 +14%
HC
936
Hendley & Co
Ohio
$1.6M -$2.57M -21,166 -62%
IAS
937
Insigneo Advisory Services
Florida
$1.6M -$189K -1,553 -11%
EP
938
Edgestream Partners
New Jersey
$1.6M +$945K +7,784 +144%
CAM
939
Cozad Asset Management
Illinois
$1.6M -$66.4K -547 -4%
IWA
940
Icon Wealth Advisors
Texas
$1.6M -$16.3K -134 -1%
NSIM
941
North Star Investment Management
Illinois
$1.59M +$8.01K +66 +0.5%
FFG
942
Fortem Financial Group
California
$1.59M -$442K -3,638 -22%
NAS
943
Nicolet Advisory Services
Wisconsin
$1.57M -$65.3K -552 -4%
XSC
944
X-Square Capital
Puerto Rico
$1.57M +$42K +346 +3%
PAS
945
Point72 Asia (Singapore)
Singapore
$1.57M +$1.57M +12,927 New
SIG
946
Stonegate Investment Group
Alabama
$1.56M -$136K -1,119 -8%
CFG
947
Citizens Financial Group
Rhode Island
$1.56M -$191K -1,559 -11%
MFG
948
MidWestOne Financial Group
Iowa
$1.56M -$50K -412 -3%
CBTWT
949
Community Bank & Trust (Waco, Texas)
Texas
$1.56M +$79.6K +656 +5%
KCM
950
Kathmere Capital Management
Pennsylvania
$1.56M +$502K +4,131 +48%
36 37
38
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