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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 %
MCM
1001
Monarch Capital Management
Indiana
$1.37M – – –
VAS
1002
Valicenti Advisory Services
New York
$1.36M -$310K -2,550 -19%
CWM
1003
C2C Wealth Management
Arizona
$1.36M – – –
WDA
1004
Wendell David Associates
New Hampshire
$1.36M – – –
CAM
1005
Cobblestone Asset Management
Virginia
$1.36M – – –
OTL
1006
Oak Thistle LLC
New York
$1.35M +$395K +3,256 +41%
RA
1007
RFG Advisory
Alabama
$1.35M -$320K -2,633 -19%
SQA
1008
Simon Quick Advisors
New Jersey
$1.35M +$175K +1,443 +15%
MGIA
1009
Moneta Group Investment Advisors
Missouri
$1.35M -$99.9K -823 -7%
BAM
1010
Berkshire Asset Management
Pennsylvania
$1.35M – – –
SPA
1011
Sherbrooke Park Advisers
New York
$1.35M +$715K +5,890 +113%
FCM
1012
Fourpath Capital Management
Oklahoma
$1.35M -$358K -2,949 -21%
CAM
1013
Cidel Asset Management
Ontario, Canada
$1.33M -$27K -222 -2%
Fisher Asset Management
1014
Fisher Asset Management
Washington
$1.33M -$367K -3,019 -22%
FG
1015
Fiduciary Group
Georgia
$1.33M -$43.2K -356 -3%
EF
1016
Exeter Financial
Arizona
$1.33M +$15.4K +127 +1%
HS
1017
HighVista Strategies
Massachusetts
$1.32M -$72.8K -600 -5%
APP
1018
Avantax Planning Partners
Iowa
$1.32M -$1.94K -16 -0.1%
RWP
1019
RWA Wealth Partners
Massachusetts
$1.32M -$49.9K -411 -4%
WPP
1020
Whalerock Point Partners
Rhode Island
$1.32M – – –
FFWA
1021
Forthright Family Wealth Advisory
Texas
$1.32M – – –
SF
1022
Summit Financial
New Jersey
$1.32M +$58.7K +478 +5%
CVM
1023
Cheviot Value Management
California
$1.31M -$23.1K -190 -2%
GGS
1024
Galvin Gaustad & Stein
Arizona
$1.31M +$243 +2 +0%
RWPA
1025
Richard W. Paul & Associates
Michigan
$1.31M -$34.4K -283 -3%
39 40
41
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