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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 %
CAM
976
Cobblestone Asset Management
Virginia
$1.06M – – –
FMWA
977
Forvis Mazars Wealth Advisors
Missouri
$1.06M +$221K +2,407 +26%
WG
978
Winton Group
United Kingdom
$1.06M +$1.06M +11,579 New
KWM
979
Keating Wealth Management
Colorado
$1.05M -$6.23K -68 -0.6%
BCA
980
Bay Colony Advisors
Massachusetts
$1.05M +$15.2K +166 +1%
HIC
981
Hartline Investment Corp
Illinois
$1.05M +$1.05M +11,484 New
BFO
982
Boston Family Office
Massachusetts
$1.05M -$163K -1,777 -13%
FNBTCON
983
First National Bank & Trust Co of Newtown
Pennsylvania
$1.05M – – –
CA
984
Continuum Advisory
Idaho
$1.04M -$881K -8,854 -46%
MCM
985
Monarch Capital Management
Indiana
$1.04M -$17.7K -191 -2%
RMSCM
986
R.M. Sincerbeaux Capital Management
New York
$1.04M – – –
WSTAM
987
Wilbanks Smith & Thomas Asset Management
Virginia
$1.04M -$659K -7,198 -39%
AFP
988
Ausdal Financial Partners
Iowa
$1.04M +$23.9K +261 +2%
APP
989
Avantax Planning Partners
Iowa
$1.03M +$234K +2,556 +29%
RWP
990
RWA Wealth Partners
Massachusetts
$1.03M -$95.4K -1,041 -8%
NB
991
Northwest Bancshares
Pennsylvania
$1.03M -$176K -1,916 -15%
WDA
992
Wendell David Associates
New Hampshire
$1.03M -$4.12K -45 -0.4%
HAG
993
HF Advisory Group
Maryland
$1.03M +$307K +3,354 +43%
FBFS
994
First Business Financial Services
Wisconsin
$1.02M – – –
WAG
995
Wallace Advisory Group
California
$1.02M +$55.9K +594 +6%
CAM
996
Cidel Asset Management
Ontario, Canada
$1.01M +$39.3K +429 +4%
KFC
997
Klingenstein Fields & Co
New York
$1.01M -$46.7K -510 -4%
GIA
998
Gladstone Institutional Advisory
Florida
$1M -$349K -3,807 -26%
CVM
999
Cheviot Value Management
California
$1M -$22.6K -247 -2%
TAM
1000
Titleist Asset Management
Texas
$1M -$180K -1,965 -15%
38 39
40
41 42