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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 %
KIG
951
Kessler Investment Group
Indiana
$1.55M -$5.71K -47 -0.4%
EHC
952
Everett Harris & Co
California
$1.53M – – –
RPCONE
953
Retirement Planning Company of New England
Rhode Island
$1.53M -$38.4K -316 -2%
FFA
954
Fortune Financial Advisors
Kansas
$1.53M +$6.56K +54 +0.4%
MSS
955
Mitchell Sinkler & Starr
Pennsylvania
$1.53M -$725K -5,976 -32%
ST
956
Smithfield Trust
Pennsylvania
$1.53M +$389K +3,214 +34%
KPPF
957
Klein Pavlis & Peasley Financial
California
$1.52M -$25.9K -213 -2%
MSA
958
Marino Stram & Associates
Massachusetts
$1.51M +$3.89K +32 +0.3%
TIM
959
Tevis Investment Management
Texas
$1.51M – – –
EA
960
Ellsworth Advisors
Ohio
$1.5M +$1.5M +12,394 New
ATPW
961
Ashton Thomas Private Wealth
Arizona
$1.5M -$68.2K -562 -4%
Koshinski Asset Management
962
Koshinski Asset Management
Illinois
$1.5M +$56.1K +462 +4%
RCM
963
RB Capital Management
Nevada
$1.5M +$1.7K +14 +0.1%
SB
964
Simmons Bank
Arkansas
$1.49M +$15.1K +124 +1%
CRIG
965
Charter Research & Investment Group
Connecticut
$1.49M -$3.04K -25 -0.2%
OPTFSNA
966
Old Point Trust & Financial Services N A
Virginia
$1.49M -$12.1K -100 -0.8%
CIC
967
Cornercap Investment Counsel
Georgia
$1.48M -$2.43M -20,049 -62%
ECA
968
Elevated Capital Advisors
Utah
$1.48M +$85.7K +706 +6%
HCP
969
Hexagon Capital Partners
Arkansas
$1.48M -$69.3K -571 -4%
HWMO
970
Heritage Wealth Management (Ohio)
Ohio
$1.48M +$486 +4 +0%
MG
971
Mather Group
Illinois
$1.48M -$114K -935 -7%
GLA
972
Good Life Advisors
Pennsylvania
$1.47M +$233K +1,918 +19%
AFG
973
Allegheny Financial Group
Pennsylvania
$1.46M -$36.5K -301 -2%
RFG
974
RFP Financial Group
Georgia
$1.46M +$865K +7,122 +144%
CPR
975
CSU Producer Resources
Ohio
$1.46M – – –
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