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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 %
BPWM
1051
Badgley Phelps Wealth Managers
Washington
$1.24M -$99.3K -809 -7%
CWM
1052
Congress Wealth Management
Massachusetts
$1.24M +$835K +6,876 +205%
DEM
1053
Disciplined Equity Management
Florida
$1.24M -$34K -280 -3%
CFM
1054
Crawford Fund Management
Massachusetts
$1.24M -$146K -1,200 -11%
SNBOSCI
1055
Security National Bank of Sioux City Iowa
Iowa
$1.24M +$1.24M +10,199 New
WG
1056
Wealth Group
North Carolina
$1.24M -$34.2K -282 -3%
WHC
1057
Wulff, Hansen & Co
California
$1.24M -$9.71K -80 -0.8%
GH
1058
GAM Holding
Switzerland
$1.24M +$1.24M +10,176 New
GC
1059
Gilbert & Cook
Iowa
$1.23M +$486 +4 +0%
KFC
1060
Klingenstein Fields & Co
New York
$1.23M -$2.31K -19 -0.2%
CP
1061
Castleview Partners
Texas
$1.23M +$219K +1,800 +22%
AAM
1062
Aureus Asset Management
Massachusetts
$1.23M – – –
AFTS
1063
American Financial & Tax Strategies
New York
$1.22M – – –
TPI
1064
Trust Point Inc
Wisconsin
$1.22M -$486 -4 -0%
AWAP
1065
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M -$9.59K -79 -0.8%
KCM
1066
Knoll Capital Management
Florida
$1.21M – – –
AL
1067
Arnhold LLC
New York
$1.21M – – –
NB
1068
Northwest Bancshares
Pennsylvania
$1.21M -$19.9K -164 -2%
CCA
1069
Cravens & Co Advisors
Tennessee
$1.21M -$94.3K -777 -7%
IP
1070
Ignite Planners
California
$1.21M -$35.6K -293 -3%
HFM
1071
Hartford Funds Management
Pennsylvania
$1.21M +$25K +206 +2%
EWA
1072
Exencial Wealth Advisors
Oklahoma
$1.21M -$8.5K -70 -0.7%
FCP
1073
Fidelis Capital Partners
Florida
$1.21M +$18.9K +144 +2%
VCS
1074
Vaughan & Co Securities
New Jersey
$1.21M -$12.4K -102 -1%
PNC
1075
Park National Corp
Ohio
$1.21M -$54.4K -448 -4%
41 42
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