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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 %
AAM
1051
Aureus Asset Management
Massachusetts
$925K -$259K -2,832 -22%
GL
1052
Graypoint LLC
New York
$923K +$117K +1,280 +15%
AFTS
1053
American Financial & Tax Strategies
New York
$918K – – –
EWA
1054
Exencial Wealth Advisors
Oklahoma
$917K -$23.4K -255 -2%
AWM
1055
Accurate Wealth Management
Florida
$916K -$25.9K -276 -3%
FFWA
1056
Forthright Family Wealth Advisory
Texas
$916K – – –
State Farm Mutual Automobile Insurance
1057
State Farm Mutual Automobile Insurance
Illinois
$916K – – –
KCM
1058
Knoll Capital Management
Florida
$916K – – –
AL
1059
Arnhold LLC
New York
$916K – – –
GIBU
1060
Gulf International Bank (UK)
United Kingdom
$916K +$44.8K +489 +5%
KWA
1061
Kingswood Wealth Advisors
California
$912K -$682K -7,443 -43%
LIM
1062
Leavell Investment Management
Alabama
$908K -$29.2K -314 -3%
IP
1063
Ignite Planners
California
$906K -$252K -2,751 -22%
Walleye Capital
1064
Walleye Capital
New York
$905K -$301K -3,284 -25%
PWPS
1065
Pinnacle Wealth Planning Services
Ohio
$905K +$18.1K +198 +2%
IIM
1066
Ipswich Investment Management
Massachusetts
$905K – – –
MSAM
1067
Moloney Securities Asset Management
Missouri
$901K -$14K -153 -2%
CF
1068
Centaurus Financial
California
$901K +$412K +4,501 +84%
CCFM
1069
Clear Creek Financial Management
Washington
$893K +$893K +9,745 New
SWMP
1070
Signature Wealth Management Partners
New Jersey
$892K – – –
PA
1071
Planning Alternatives
Michigan
$890K – – –
LCM
1072
Landscape Capital Management
New Jersey
$888K +$888K +9,695 New
Group One Trading
1073
Group One Trading
Illinois
$883K -$406K -4,431 -32%
Fisher Asset Management
1074
Fisher Asset Management
Washington
$882K +$96.9K +1,058 +12%
H
1075
HoyleCohen
California
$882K -$17.1K -187 -2%
41 42
43
44 45