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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 %
SW
951
SVB Wealth
Massachusetts
$1.13M -$92.5K -1,010 -8%
CRIG
952
Charter Research & Investment Group
Connecticut
$1.13M -$55K -600 -5%
AIA
953
Affinity Investment Advisors
California
$1.12M +$25.2K +275 +2%
FIA
954
Foundations Investment Advisors
Arizona
$1.12M -$40.8K -445 -4%
CBTWT
955
Community Bank & Trust (Waco, Texas)
Texas
$1.11M -$916 -10 -0.1%
CFG
956
Citizens Financial Group
Rhode Island
$1.11M -$160K -1,748 -13%
CPR
957
CSU Producer Resources
Ohio
$1.1M – – –
MJRIC
958
Mogy Joel R Investment Counsel
California
$1.1M – – –
BC
959
Belmont Capital
California
$1.09M +$458K +5,000 +72%
HCP
960
Hexagon Capital Partners
Arkansas
$1.09M +$36.6K +400 +3%
Connor, Clark & Lunn Investment Management (CC&L)
961
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.09M +$1.09M +11,900 New
AWM
962
Avior Wealth Management
Nebraska
$1.09M +$233K +2,543 +27%
CWM
963
Cornerstone Wealth Management
Missouri
$1.09M -$11.3K -123 -1%
ZF
964
Zhang Financial
Michigan
$1.08M -$9.16K -100 -0.8%
THWM
965
Taylor Hoffman Wealth Management
Virginia
$1.08M – – –
JWCA
966
J.W. Cole Advisors
Florida
$1.08M -$64K -698 -6%
ET
967
Equitable Trust
Tennessee
$1.08M +$200K +2,184 +23%
AFG
968
Atomi Financial Group
New York
$1.07M -$91.4K -998 -8%
EB
969
Exchange Bank
California
$1.07M +$9.16K +100 +0.9%
IWA
970
Icon Wealth Advisors
Texas
$1.07M -$32.3K -353 -3%
FC
971
Forte Capital
New York
$1.07M -$22.5K -246 -2%
FRM
972
Fox Run Management
Connecticut
$1.07M +$1.07M +11,654 New
FG
973
Fiduciary Group
Georgia
$1.07M +$13.7K +149 +1%
TPWA
974
TRUE Private Wealth Advisors
Oregon
$1.07M -$70.8K -773 -6%
BAM
975
Berkshire Asset Management
Pennsylvania
$1.06M -$125K -1,361 -11%
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