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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 %
UAG
1026
United Advisor Group
Ohio
$1.05M +$383K +3,780 +57%
PNC
1027
Park National Corp
Ohio
$1.05M -$4.16K -41 -0.4%
IP
1028
Ignite Planners
California
$1.05M +$36.5K +357 +4%
FCP
1029
Fidelis Capital Partners
Florida
$1.05M +$18.2K +157 +2%
FW
1030
FullCircle Wealth
Texas
$1.05M +$1.05M +9,385 New
WHC
1031
Wulff, Hansen & Co
California
$1.04M – – –
CWM
1032
C2C Wealth Management
Arizona
$1.04M – – –
BEI
1033
Benjamin Edwards Inc
Missouri
$1.04M +$339K +3,346 +48%
SXL
1034
Summit X LLC
Missouri
$1.04M +$798K +7,840 +336%
GLA
1035
Good Life Advisors
Pennsylvania
$1.03M -$5.57K -55 -0.5%
RCAG
1036
Rehmann Capital Advisory Group
Michigan
$1.03M -$10.8K -107 -1%
NB
1037
Northwest Bancshares
Pennsylvania
$1.03M -$111K -1,099 -10%
KFC
1038
Klingenstein Fields & Co
New York
$1.03M -$84.7K -836 -8%
GC
1039
Gilbert & Cook
Iowa
$1.03M -$76.9K -759 -7%
H
1040
HoyleCohen
California
$1.02M +$48.9K +483 +5%
FFWA
1041
Forthright Family Wealth Advisory
Texas
$1.02M +$10.1K +100 +1%
AWAP
1042
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.02M -$6.79K -67 -0.7%
AAM
1043
Aureus Asset Management
Massachusetts
$1.02M – – –
Vontobel Holding
1044
Vontobel Holding
Switzerland
$1.02M -$234K -2,305 -19%
TPI
1045
Trust Point Inc
Wisconsin
$1.02M -$30.1K -297 -3%
AFTS
1046
American Financial & Tax Strategies
New York
$1.02M +$3.55K +35 +0.3%
VCS
1047
Vaughan & Co Securities
New Jersey
$1.02M +$66.9K +660 +7%
UCB
1048
United Community Bank
South Carolina
$1.02M +$68.9K +680 +7%
EWA
1049
Exencial Wealth Advisors
Oklahoma
$1.02M +$2.74K +27 +0.3%
State Farm Mutual Automobile Insurance
1050
State Farm Mutual Automobile Insurance
Illinois
$1.01M – – –
40 41
42
43 44