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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 %
KCM
1051
Knoll Capital Management
Florida
$1.01M – – –
State Farm Mutual Automobile Insurance
1052
State Farm Mutual Automobile Insurance
Illinois
$1.01M – – –
CP
1053
Cumberland Partners
Ontario, Canada
$1.01M +$1.01M +10,000 New
FLPIM
1054
F.L. Putnam Investment Management
Massachusetts
$1.01M +$91.1K +899 +10%
IIM
1055
Ipswich Investment Management
Massachusetts
$1M +$507 +5 +0.1%
SMC
1056
Smith, Moore & Co
Missouri
$999K -$52.7K -520 -5%
WCM
1057
Whitener Capital Management
North Carolina
$997K +$261K +2,576 +35%
PWPS
1058
Pinnacle Wealth Planning Services
Ohio
$997K -$3.75K -37 -0.4%
CCFM
1059
Clear Creek Financial Management
Washington
$993K +$5.47K +54 +0.6%
SFI
1060
Siemens Fonds Invest
Germany
$991K -$674K -6,653 -40%
HFM
1061
Hartford Funds Management
Pennsylvania
$990K +$123K +1,209 +14%
PA
1062
Planning Alternatives
Michigan
$989K +$4.56K +45 +0.5%
GIBU
1063
Gulf International Bank (UK)
United Kingdom
$988K -$25.3K -250 -2%
MYLI
1064
Meiji Yasuda Life Insurance
Japan
$988K -$471K -4,650 -32%
MSAM
1065
Moloney Securities Asset Management
Missouri
$987K -$9.63K -95 -1%
SQA
1066
Simon Quick Advisors
New Jersey
$984K +$11.5K +113 +1%
NCFG
1067
New Century Financial Group
New Jersey
$984K +$377K +3,716 +62%
PGF
1068
Plan Group Financial
Oklahoma
$983K +$468K +4,623 +91%
FCFC
1069
First Commonwealth Financial Corp
Pennsylvania
$982K +$216K +2,127 +28%
OBWG
1070
Onyx Bridge Wealth Group
New York
$977K +$83.1K +820 +9%
SCM
1071
Shelton Capital Management
Colorado
$975K -$60.8K -600 -6%
GA
1072
GoalVest Advisory
New York
$971K -$91.9K -907 -9%
MIM
1073
MTM Investment Management
South Carolina
$971K – – –
KFSC
1074
Keystone Financial Services (Colorado)
Colorado
$970K +$87K +859 +10%
FMC
1075
First Merchants Corp
Indiana
$967K +$967K +9,541 New
41 42
43
44 45