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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 %
TPA
1026
Trivium Point Advisory
Connecticut
$967K -$156K -1,700 -14%
ECM
1027
Evergreen Capital Management
Washington
$967K -$380K -4,089 -28%
WAP
1028
Wealthcare Advisory Partners
Pennsylvania
$964K +$77.7K +848 +9%
RFM
1029
Royal Fund Management
Florida
$963K +$42.6K +465 +5%
FTWA
1030
Fifth Third Wealth Advisors
Ohio
$962K +$301K +3,280 +45%
DEM
1031
Disciplined Equity Management
Florida
$961K +$916 +10 +0.1%
GA
1032
GoalVest Advisory
New York
$961K +$108K +1,176 +13%
BIAS
1033
Beacon Investment Advisory Services
New Jersey
$961K -$107K -1,167 -10%
EF
1034
Exeter Financial
Arizona
$960K +$55.6K +617 +6%
PNC
1035
Park National Corp
Ohio
$955K -$119K -1,294 -11%
CBFP
1036
Cedar Brook Financial Partners
Ohio
$951K -$13.7K -150 -1%
SMC
1037
Smith, Moore & Co
Missouri
$951K +$132K +1,446 +16%
TPI
1038
Trust Point Inc
Wisconsin
$949K -$630K -6,871 -40%
SIMG
1039
Sonora Investment Management Group
Arizona
$944K -$68.4K -747 -7%
AC
1040
ASB Consultores
Florida
$944K +$689K +7,516 +270%
RCAG
1041
Rehmann Capital Advisory Group
Michigan
$943K -$44.2K -482 -4%
GLA
1042
Good Life Advisors
Pennsylvania
$941K -$14.6K -159 -2%
WHC
1043
Wulff, Hansen & Co
California
$940K -$49.9K -545 -5%
CWM
1044
C2C Wealth Management
Arizona
$940K -$64.1K -700 -6%
MG
1045
Mather Group
Illinois
$939K -$15.3K -163 -2%
SCM
1046
Shelton Capital Management
Colorado
$936K -$73.3K -800 -7%
WAM
1047
Walker Asset Management
Missouri
$932K +$2.66K +29 +0.3%
AWAP
1048
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$931K -$12.6K -138 -1%
MM
1049
MQS Management
New York
$929K +$929K +10,139 New
MC
1050
McMorgan & Co
California
$929K – – –
40 41
42
43 44