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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 %
TPA
1026
Trivium Point Advisory
Connecticut
$1.3M -$4.38K -35 -0.3%
LIM
1027
Leavell Investment Management
Alabama
$1.3M +$29.7K +242 +2%
CWC
1028
Carolinas Wealth Consulting
North Carolina
$1.29M -$116K -945 -8%
EM
1029
Excalibur Management
Massachusetts
$1.29M -$24.3K -200 -2%
PCM
1030
Palisade Capital Management
New Jersey
$1.29M – – –
UCB
1031
United Community Bank
South Carolina
$1.29M +$69.7K +574 +6%
FFM
1032
Forum Financial Management
Illinois
$1.29M -$43.6K -359 -3%
MMPW
1033
Mitchell McLeod Pugh & Williams
Alabama
$1.29M -$2.91K -24 -0.2%
NRS
1034
Neville Rodie & Shaw
New York
$1.28M -$18.2K -150 -1%
EFG
1035
Everhart Financial Group
Ohio
$1.28M +$376K +3,096 +42%
FBFS
1036
First Business Financial Services
Wisconsin
$1.28M -$7.16K -59 -0.6%
TAM
1037
Titleist Asset Management
Texas
$1.28M -$32.8K -270 -3%
AG
1038
AlTi Global
New York
$1.28M -$381K -3,105 -23%
American Century Companies
1039
American Century Companies
Missouri
$1.27M +$218K +1,795 +21%
BFO
1040
Boston Family Office
Massachusetts
$1.27M -$118K -972 -8%
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$1.27M -$23.2K -191 -2%
AIA
1042
Affinity Investment Advisors
California
$1.27M -$11.5K -95 -0.9%
IAN
1043
Integrated Advisors Network
Texas
$1.27M -$178K -1,467 -12%
EFM
1044
E Fund Management
China
$1.26M +$979K +8,067 +344%
NCFG
1045
New Century Financial Group
New Jersey
$1.26M +$85.6K +705 +7%
KFSC
1046
Keystone Financial Services (Colorado)
Colorado
$1.26M +$102K +837 +9%
CFM
1047
Catalyst Funds Management
Australia
$1.26M +$995K +8,200 +373%
AC
1048
AXQ Capital
New Jersey
$1.26M -$1.31M -10,803 -51%
SOAMC
1049
Spirit of America Management Corp
New York
$1.25M -$182K -1,500 -13%
PAI
1050
Pittenger & Anderson Inc
Nebraska
$1.24M +$425K +3,500 +52%
40 41
42
43 44