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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 %
WPP
1001
Whalerock Point Partners
Rhode Island
$1.1M +$25.3K +250 +2%
EM
1002
Excalibur Management
Massachusetts
$1.1M +$20.1K +198 +2%
GGS
1003
Galvin Gaustad & Stein
Arizona
$1.09M +$602K +5,943 +123%
EF
1004
Exeter Financial
Arizona
$1.09M +$13.6K +134 +1%
TAM
1005
Titleist Asset Management
Texas
$1.09M -$15.1K -149 -1%
NCM
1006
Next Capital Management
New York
$1.09M +$304K +2,785 +38%
CCA
1007
Cravens & Co Advisors
Tennessee
$1.09M +$187K +1,844 +21%
NRS
1008
Neville Rodie & Shaw
New York
$1.09M – – –
AWA
1009
Arete Wealth Advisors
Illinois
$1.09M -$868K -8,588 -44%
PFBT
1010
Parkside Financial Bank & Trust
Missouri
$1.08M -$21.4K -211 -2%
GL
1011
Graypoint LLC
New York
$1.08M +$59.3K +585 +6%
MMPW
1012
Mitchell McLeod Pugh & Williams
Alabama
$1.08M -$15.1K -149 -1%
PCM
1013
Palisade Capital Management
New Jersey
$1.08M – – –
FBFS
1014
First Business Financial Services
Wisconsin
$1.07M -$59.8K -590 -5%
CRI
1015
Colonial River Investments
Virginia
$1.07M -$8.01K -79 -0.7%
AIA
1016
Affinity Investment Advisors
California
$1.07M -$166K -1,643 -13%
LIM
1017
Leavell Investment Management
Alabama
$1.06M +$61.6K +601 +6%
DEM
1018
Disciplined Equity Management
Florida
$1.06M – – –
WG
1019
Wealth Group
North Carolina
$1.06M -$8.61K -85 -0.8%
FNBTCON
1020
First National Bank & Trust Co of Newtown
Pennsylvania
$1.06M -$96.3K -950 -8%
TPA
1021
Trivium Point Advisory
Connecticut
$1.06M -$10.7K -106 -1%
AWM
1022
Accurate Wealth Management
Florida
$1.06M +$28.8K +274 +3%
CA
1023
Continuum Advisory
Idaho
$1.06M -$7.19K -71 -0.7%
PPC
1024
Park Place Capital
Alabama
$1.05M -$520K -5,130 -33%
SF
1025
Summit Financial
New Jersey
$1.05M +$544K +5,303 +107%
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