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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 %
GC
1001
Gilbert & Cook
Iowa
$1,000K -$2.93K -32 -0.3%
SWA
1002
Stratos Wealth Advisors
Ohio
$998K +$62K +677 +7%
PFBT
1003
Parkside Financial Bank & Trust
Missouri
$998K -$19.8K -216 -2%
BPWM
1004
Badgley Phelps Wealth Managers
Washington
$994K -$23.2K -250 -2%
NHC
1005
Nicholas Hoffman & Company
Georgia
$994K -$358K -3,911 -27%
RWPA
1006
Richard W. Paul & Associates
Michigan
$990K +$72K +786 +8%
MMPW
1007
Mitchell McLeod Pugh & Williams
Alabama
$988K -$10.7K -117 -1%
HI
1008
Harbour Investments
Wisconsin
$987K +$44.5K +486 +5%
NRS
1009
Neville Rodie & Shaw
New York
$983K – – –
FFM
1010
Forum Financial Management
Illinois
$983K -$173K -1,883 -15%
PWM
1011
Perigon Wealth Management
California
$981K +$2.66K +29 +0.3%
CRC
1012
Curi RMB Capital
Illinois
$980K +$980K +10,700 New
CRI
1013
Colonial River Investments
Virginia
$978K +$68.3K +745 +8%
BOH
1014
Bank of Hawaii
Hawaii
$977K +$42.6K +465 +5%
FPWM
1015
FSB Premier Wealth Management
Iowa
$976K +$159K +1,737 +19%
EM
1016
Excalibur Management
Massachusetts
$974K – – –
ZCM
1017
Ziegler Capital Management
Illinois
$974K -$1.95M -21,300 -67%
PCM
1018
Palisade Capital Management
New Jersey
$973K -$1.48M -16,125 -60%
WPP
1019
Whalerock Point Partners
Rhode Island
$973K +$18.3K +200 +2%
SC
1020
Syon Capital
California
$972K -$752K -8,207 -44%
IAN
1021
Integrated Advisors Network
Texas
$972K -$16.2K -177 -2%
DWT
1022
Dorsey & Whitney Trust
South Dakota
$971K +$210K +2,291 +28%
MWM
1023
Modern Wealth Management
Kansas
$969K +$969K +10,577 New
AFG
1024
Allegheny Financial Group
Pennsylvania
$968K +$26.4K +288 +3%
WG
1025
Wealth Group
North Carolina
$968K +$968K +10,564 New
39 40
41
42 43