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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 %
DSA
1076
Droms Strauss Advisors
Missouri
$867K – – –
MCIA
1077
Mountain Capital Investment Advisors
Colorado
$866K -$6.64K -69 -0.8%
HIC
1078
Harvey Investment Company
Kentucky
$864K – – –
FMWA
1079
Forvis Mazars Wealth Advisors
Missouri
$863K -$48.8K -519 -5%
FLPIM
1080
F.L. Putnam Investment Management
Massachusetts
$863K +$46.3K +492 +6%
PFP
1081
Paragon Financial Partners
California
$862K – – –
LI
1082
LMCG Investments
Massachusetts
$861K – – –
QI
1083
Qtron Investments
Massachusetts
$860K – – –
NRD
1084
Nebula Research & Development
New York
$857K +$857K +9,114 New
TSWM
1085
Triangle Securities Wealth Management
North Carolina
$855K -$3.48K -37 -0.4%
NS
1086
NBC Securities
Alabama
$854K -$5.27K -56 -0.6%
ATPW
1087
Ashton Thomas Private Wealth
Arizona
$849K +$23.8K +253 +3%
VIP
1088
Vista Investment Partners
Oklahoma
$849K +$849K +9,020 New
SMC
1089
Smith, Moore & Co
Missouri
$840K +$14.1K +150 +2%
FPWM
1090
FSB Premier Wealth Management
Iowa
$838K +$182K +1,935 +28%
Vontobel Holding
1091
Vontobel Holding
Switzerland
$837K -$159K -1,695 -16%
EAM
1092
Erste Asset Management
Austria
$835K – – –
SC
1093
Steph & Co
Wisconsin
$833K -$26.7K -284 -3%
HI
1094
Hendershot Investments
Virginia
$833K -$29.2K -310 -3%
V
1095
ViaWealth
Kansas
$831K – – –
AWM
1096
Adams Wealth Management
Utah
$830K -$10.2K -108 -1%
CCA
1097
Cravens & Co Advisors
Tennessee
$828K -$4.42K -47 -0.5%
GL
1098
Graypoint LLC
New York
$828K +$38.8K +412 +5%
IIA
1099
ICW Investment Advisors
Arizona
$823K -$32.9K -350 -4%
SPI
1100
Sutton Place Investors
New York
$822K +$822K +8,734 New
42 43
44
45 46