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Philip Morris
PM

Overview Fund Activity

2,135 hedge funds and large institutions have $119B invested in Philip Morris in 2023 Q4 according to their latest regulatory filings, with 236 funds opening new positions, 704 increasing their positions, 867 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,135
Holders Change
+120
Holders Change %
+5.96%
% of All Funds
31.3%
Holding in Top 10
55
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.85%
% of All Funds
0.81%
New
236
Increased
704
Reduced
867
Closed
88
Calls
$535M
Puts
$538M
Net Calls
-$2.99M
Net Calls Change
+$315M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$4.39B
2
Capital Research Global Investors
Capital Research Global Investors
California
+$458M
3
BlackRock
BlackRock
New York
+$431M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$344M
5
LPC
Lone Pine Capital
Connecticut
+$283M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$741M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$431M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$290M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$252M
5
Ameriprise
Ameriprise
Minnesota
-$169M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWMP
1051
Signature Wealth Management Partners
New Jersey
$916K – – –
PA
1052
Planning Alternatives
Michigan
$914K – – –
MAP
1053
Managed Asset Portfolios
Michigan
$911K +$335K +3,560 +58%
PWPS
1054
Pinnacle Wealth Planning Services
Ohio
$911K -$17.5K -186 -2%
WAP
1055
Wealthcare Advisory Partners
Pennsylvania
$910K +$114K +1,217 +14%
CW
1056
CIC Wealth
Maryland
$909K -$77.4K -823 -8%
EAM
1057
Evanson Asset Management
California
$906K -$6.87K -73 -0.8%
ET
1058
Equitable Trust
Tennessee
$902K – – –
MIM
1059
MTM Investment Management
South Carolina
$901K – – –
ICG
1060
InterOcean Capital Group
Tennessee
$899K -$701K -7,454 -44%
GIBU
1061
Gulf International Bank (UK)
United Kingdom
$894K -$198K -2,103 -18%
UWS
1062
Unique Wealth Strategies
Illinois
$889K +$889K +9,446 New
VCS
1063
Vaughan & Co Securities
New Jersey
$889K +$7.34K +78 +0.8%
SHA
1064
Seneca House Advisors
Virginia
$888K -$7.71K -82 -0.9%
VAS
1065
Valicenti Advisory Services
New York
$888K +$32K +340 +4%
CP
1066
Covenant Partners
Tennessee
$884K -$11.9K -126 -1%
ST
1067
Smithfield Trust
Pennsylvania
$883K -$48.8K -517 -5%
IFAM
1068
Institutional & Family Asset Management
Colorado
$882K +$1.6K +17 +0.2%
PCA
1069
Prosperity Capital Advisors
Ohio
$880K +$7.81K +83 +0.9%
FOFP
1070
Fee-Only Financial Planning
South Carolina
$880K – – –
BNP Paribas Asset Management
1071
BNP Paribas Asset Management
France
$877K – – –
OBWG
1072
Onyx Bridge Wealth Group
New York
$877K +$209K +2,223 +31%
AWM
1073
Avior Wealth Management
Nebraska
$876K -$37.7K -401 -4%
GA
1074
GoalVest Advisory
New York
$876K +$117K +1,247 +15%
CIP
1075
Convergence Investment Partners
Florida
$869K -$765K -8,125 -47%
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