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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 %
HWMO
951
Heritage Wealth Management (Ohio)
Ohio
$1.24M +$1.24M +12,165 New
TA
952
TCM Advisors
West Virginia
$1.24M -$1.24M – –
CBTWT
953
Community Bank & Trust (Waco, Texas)
Texas
$1.23M +$5.07K +50 +0.4%
SB
954
Simmons Bank
Arkansas
$1.23M -$12.6K -124 -1%
HR
955
Hardy Reed
Mississippi
$1.23M +$1.23M +12,150 New
CWM
956
Cornerstone Wealth Management
Missouri
$1.22M +$20.3K +200 +2%
CPR
957
CSU Producer Resources
Ohio
$1.22M – – –
MJRIC
958
Mogy Joel R Investment Counsel
California
$1.21M – – –
MGIA
959
Moneta Group Investment Advisors
Missouri
$1.21M -$44.3K -437 -4%
Koshinski Asset Management
960
Koshinski Asset Management
Illinois
$1.21M +$473K +4,648 +64%
IAN
961
Integrated Advisors Network
Texas
$1.21M +$133K +1,309 +12%
MG
962
Mather Group
Illinois
$1.2M +$285K +3,109 +31%
CC
963
Centiva Capital
New York
$1.2M +$1.2M +11,833 New
SOAMC
964
Spirit of America Management Corp
New York
$1.2M -$360K -3,550 -23%
THWM
965
Taylor Hoffman Wealth Management
Virginia
$1.2M – – –
WP
966
Westmount Partners
California
$1.19M +$707K +6,979 +146%
ZF
967
Zhang Financial
Michigan
$1.19M -$13.3K -131 -1%
TSS
968
Two Sigma Securities
New York
$1.18M -$987K -9,744 -46%
TSW
969
Thompson Siegel & Walmsley
Virginia
$1.17M -$7.09M -69,945 -86%
EB
970
Exchange Bank
California
$1.17M -$17.3K -171 -1%
UWS
971
Unique Wealth Strategies
Illinois
$1.17M – – –
ECA
972
Elevated Capital Advisors
Utah
$1.17M -$518K -5,108 -31%
HS
973
HighVista Strategies
Massachusetts
$1.17M -$365K -3,600 -24%
CWC
974
Carolinas Wealth Consulting
North Carolina
$1.16M +$1.07M +10,586 +1,170%
BFO
975
Boston Family Office
Massachusetts
$1.16M – – –
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