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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 %
AIA
951
Affinity Investment Advisors
California
$1.12M -$589K -6,264 -34%
ZF
952
Zhang Financial
Michigan
$1.12M -$67K -712 -6%
FC
953
Forte Capital
New York
$1.12M -$44K -468 -4%
WW
954
Waterfront Wealth
Kansas
$1.11M +$25.5K +271 +2%
THWM
955
Taylor Hoffman Wealth Management
Virginia
$1.11M – – –
YIH
956
Y-Intercept (HK)
Hong Kong
$1.11M +$1.11M +11,800 New
PNC
957
Park National Corp
Ohio
$1.1M +$78.8K +838 +8%
PCG
958
Prosperity Consulting Group
Maryland
$1.1M +$278K +2,955 +34%
APF
959
Alaska Permanent Fund
Alaska
$1.1M -$142K -1,511 -11%
BIAS
960
Beacon Investment Advisory Services
New Jersey
$1.1M -$37.4K -398 -3%
EB
961
Exchange Bank
California
$1.09M -$19.2K -204 -2%
CAM
962
Cobblestone Asset Management
Virginia
$1.09M – – –
MCM
963
Monarch Capital Management
Indiana
$1.09M – – –
SDWIA
964
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.09M – – –
KWM
965
Keating Wealth Management
Colorado
$1.09M +$1.09M +11,563 New
HCP
966
Hexagon Capital Partners
Arkansas
$1.08M +$142K +1,514 +15%
ORG
967
Optimist Retirement Group
Washington
$1.08M +$1.08M +11,506 New
KFC
968
Klingenstein Fields & Co
New York
$1.08M -$34.4K -366 -3%
MHS
969
M Holdings Securities
Oregon
$1.08M +$5.17K +55 +0.5%
FG
970
Fiduciary Group
Georgia
$1.08M +$51.1K +543 +5%
Man Group
971
Man Group
United Kingdom
$1.08M +$1.08M +11,450 New
FNBTCON
972
First National Bank & Trust Co of Newtown
Pennsylvania
$1.07M -$198K -2,102 -16%
CW
973
CreativeOne Wealth
Kansas
$1.07M -$284K -3,020 -21%
RMSCM
974
R.M. Sincerbeaux Capital Management
New York
$1.07M – – –
CGL
975
Clarius Group LLC
Washington
$1.07M -$255K -2,710 -19%
37 38
39
40 41