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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 %
SC
976
Syon Capital
California
$1.16M +$86K +849 +8%
HI
977
Harbour Investments
Wisconsin
$1.16M +$65.6K +647 +6%
BWL
978
Bogart Wealth LLC
Virginia
$1.16M -$108K -1,061 -9%
CFM
979
Crawford Fund Management
Massachusetts
$1.16M -$1.41M -13,900 -55%
OP
980
Oldfield Partners
United Kingdom
$1.16M -$182K -1,800 -14%
WAG
981
Wallace Advisory Group
California
$1.15M +$52.3K +516 +5%
AFP
982
Ausdal Financial Partners
Iowa
$1.15M +$4.97K +49 +0.4%
WAP
983
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$84.8K +837 +8%
PCA
984
Prosperity Capital Advisors
Ohio
$1.15M -$980K -9,669 -46%
RWP
985
RWA Wealth Partners
Massachusetts
$1.14M +$3.04K +30 +0.3%
FG
986
Fiduciary Group
Georgia
$1.14M -$35.3K -348 -3%
MCM
987
Monarch Capital Management
Indiana
$1.14M -$8.82K -86 -0.8%
SEIA
988
Signature Estate & Investment Advisors
California
$1.14M +$1.14M +11,273 New
WDA
989
Wendell David Associates
New Hampshire
$1.14M -$5.07K -50 -0.4%
CAM
990
Cidel Asset Management
Ontario, Canada
$1.14M +$17.4K +172 +2%
CAM
991
Cobblestone Asset Management
Virginia
$1.13M -$40.5K -400 -3%
BL
992
Balentine LLC
Georgia
$1.13M -$2.66M -26,249 -70%
SW
993
SteelPeak Wealth
California
$1.13M -$3.15M -30,655 -74%
BPWM
994
Badgley Phelps Wealth Managers
Washington
$1.12M +$24.6K +240 +2%
RWPA
995
Richard W. Paul & Associates
Michigan
$1.12M +$25.3K +250 +2%
CVM
996
Cheviot Value Management
California
$1.12M +$5.57K +55 +0.5%
OIS
997
Okabena Investment Services
Minnesota
$1.11M +$376K +3,706 +51%
FFM
998
Forum Financial Management
Illinois
$1.11M +$25.9K +256 +2%
PWM
999
Perigon Wealth Management
California
$1.11M +$20.7K +204 +2%
APP
1000
Avantax Planning Partners
Iowa
$1.11M -$36.4K -359 -3%
38 39
40
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