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Philip Morris

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
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
1001
Sigma Planning Corp
Michigan
$1.01M -$1.8M -19,184 -64%
Parallax Volatility Advisers
1002
Parallax Volatility Advisers
California
$1.01M -$44.6K -474 -4%
EM
1003
Excalibur Management
Massachusetts
$1M
PWM
1004
Perigon Wealth Management
California
$1M +$571K +6,067 +132%
RCM
1005
Ridgepath Capital Management
Tennessee
$1M +$1M +10,660 New
CBFP
1006
Cedar Brook Financial Partners
Ohio
$1M +$172K +1,803 +21%
WPC
1007
Wedmont Private Capital
Pennsylvania
$1M +$110K +1,145 +12%
ADIM
1008
Alpha DNA Investment Management
Maryland
$1,000K -$799K -8,498 -44%
CAM
1009
Cidel Asset Management
Ontario, Canada
$997K +$997K +10,601 New
JFG
1010
Jefferies Financial Group
New York
$988K +$988K +10,499 New
DEM
1011
Disciplined Equity Management
Florida
$986K +$37.6K +400 +4%
GLA
1012
Good Life Advisors
Pennsylvania
$981K -$130K -1,386 -12%
WPP
1013
Whalerock Point Partners
Rhode Island
$980K -$1.6K -17 -0.2%
UCB
1014
United Community Bank
South Carolina
$979K +$7.62K +81 +0.8%
GIP
1015
Granite Investment Partners
California
$979K
AWAP
1016
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$969K -$16.6K -176 -2%
HI
1017
Harbour Investments
Wisconsin
$968K -$8.84K -94 -0.9%
AFG
1018
Allegheny Financial Group
Pennsylvania
$967K +$1.79K +19 +0.2%
EWA
1019
Exencial Wealth Advisors
Oklahoma
$966K +$126K +1,343 +15%
I
1020
INVST
Indiana
$961K -$6.42K -70 -0.7%
LIM
1021
Leavell Investment Management
Alabama
$961K -$3.91K -41 -0.4%
SWA
1022
Stratos Wealth Advisors
Ohio
$961K -$125K -1,328 -12%
SQA
1023
Simon Quick Advisors
New Jersey
$960K +$59.4K +631 +7%
DA
1024
Dover Advisors
Virginia
$960K -$234K -2,458 -20%
EF
1025
Exeter Financial
Arizona
$959K +$86.6K +906 +10%