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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 %
WLIM
976
White Lighthouse Investment Management
Massachusetts
$1.46M +$607K +4,999 +71%
MJRIC
977
Mogy Joel R Investment Counsel
California
$1.45M – – –
PWM
978
Perigon Wealth Management
California
$1.45M +$121K +998 +9%
CWM
979
Cornerstone Wealth Management
Missouri
$1.44M -$16.9K -139 -1%
HI
980
Harbour Investments
Wisconsin
$1.43M +$47K +387 +3%
AFP
981
Ausdal Financial Partners
Iowa
$1.43M +$47.7K +393 +3%
MC
982
Machina Capital
France
$1.43M +$1.12M +9,192 +357%
WP
983
Westmount Partners
California
$1.43M -$728 -6 -0.1%
PGF
984
Plan Group Financial
Oklahoma
$1.42M +$246K +2,028 +21%
SFG
985
SevenBridge Financial Group
Pennsylvania
$1.42M – – –
WS
986
Wedbush Securities
California
$1.42M -$466K -3,837 -25%
DFCM
987
Dark Forest Capital Management
Puerto Rico
$1.42M +$1.42M +11,692 New
SEIA
988
Signature Estate & Investment Advisors
California
$1.42M +$49.4K +407 +4%
SIMG
989
Sonora Investment Management Group
Arizona
$1.42M +$164K +1,352 +13%
CA
990
Continuum Advisory
Idaho
$1.41M +$78.7K +614 +6%
CT
991
Colonial Trust
South Carolina
$1.41M +$790K +6,508 +127%
EB
992
Exchange Bank
California
$1.4M -$4.98K -41 -0.4%
ZF
993
Zhang Financial
Michigan
$1.39M -$27.9K -230 -2%
CF
994
Centaurus Financial
California
$1.39M -$227K -1,874 -14%
UAG
995
United Advisor Group
Ohio
$1.39M +$124K +1,024 +10%
SC
996
Syon Capital
California
$1.38M -$5.83K -48 -0.4%
TA
997
TCM Advisors
West Virginia
$1.38M -$1.24M – –
PCA
998
Prosperity Capital Advisors
Ohio
$1.38M +$3.4K +28 +0.2%
GL
999
Graypoint LLC
New York
$1.37M +$79.8K +657 +6%
CB
1000
CNB Bank
Pennsylvania
$1.37M -$165K -1,361 -11%
38 39
40
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