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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 %
BCA
976
Bay Colony Advisors
Massachusetts
$1.06M -$15K -159 -1%
CWS
977
Confluence Wealth Services
Pennsylvania
$1.06M -$487K -5,174 -31%
HS
978
HighVista Strategies
Massachusetts
$1.06M +$1.06M +11,300 New
WDA
979
Wendell David Associates
New Hampshire
$1.06M -$20.9K -222 -2%
AG
980
AlTi Global
New York
$1.06M +$1.06M +10,971 New
CVM
981
Cheviot Value Management
California
$1.05M -$2.07K -22 -0.2%
FBFS
982
First Business Financial Services
Wisconsin
$1.05M -$91.3K -970 -8%
QWM
983
Quadcap Wealth Management
Texas
$1.05M +$1.05M +11,132 New
PFBT
984
Parkside Financial Bank & Trust
Missouri
$1.04M +$51.6K +548 +5%
BPWM
985
Badgley Phelps Wealth Managers
Washington
$1.04M -$15.3K -160 -1%
AFP
986
Ausdal Financial Partners
Iowa
$1.04M +$1.69K +18 +0.2%
SIMG
987
Sonora Investment Management Group
Arizona
$1.04M +$1.22K +13 +0.1%
SCM
988
Shelton Capital Management
Colorado
$1.04M -$34.2K -363 -3%
CWM
989
C2C Wealth Management
Arizona
$1.03M -$500K -5,314 -33%
GC
990
Gilbert & Cook
Iowa
$1.03M +$38K +404 +4%
MMPW
991
Mitchell McLeod Pugh & Williams
Alabama
$1.03M -$8K -85 -0.8%
GCM
992
Graham Capital Management
Connecticut
$1.02M +$1.02M +10,865 New
HCM
993
Huber Capital Management
California
$1.02M -$1.36M -14,500 -57%
KIG
994
Kowal Investment Group
Wisconsin
$1.02M -$236K -2,513 -19%
WHC
995
Wulff, Hansen & Co
California
$1.02M -$15.1K -160 -1%
IAN
996
Integrated Advisors Network
Texas
$1.01M +$47.9K +509 +5%
KCM
997
Knoll Capital Management
Florida
$1.01M +$1.01M +10,000 New
RCAG
998
Rehmann Capital Advisory Group
Michigan
$1.01M -$22.7K -241 -2%
NRS
999
Neville Rodie & Shaw
New York
$1.01M – – –
CS
1000
Cannell & Spears
New York
$1.01M -$1.98K -21 -0.2%
38 39
40
41 42