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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 %
CW
1076
CIC Wealth
Maryland
$881K -$5.04K -55 -0.6%
SQA
1077
Simon Quick Advisors
New Jersey
$880K -$55.7K -608 -6%
MIM
1078
MTM Investment Management
South Carolina
$878K – – –
APWA
1079
Atlas Private Wealth Advisors
New Jersey
$865K -$886K -9,670 -51%
SC
1080
Steph & Co
Wisconsin
$863K +$51.9K +567 +6%
STAS
1081
Strong Tower Advisory Services
Minnesota
$862K +$135K +1,476 +19%
QWM
1082
Quadcap Wealth Management
Texas
$862K -$158K -1,728 -16%
VCS
1083
Vaughan & Co Securities
New Jersey
$861K -$4.4K -48 -0.5%
IFAM
1084
Institutional & Family Asset Management
Colorado
$861K +$1.56K +17 +0.2%
UCB
1085
United Community Bank
South Carolina
$858K -$95.5K -1,042 -10%
MWM
1086
Mission Wealth Management
California
$858K -$345K -3,766 -29%
ST
1087
Smithfield Trust
Pennsylvania
$855K +$1.73K +19 +0.2%
GBT
1088
Grove Bank & Trust
Florida
$852K -$1.01M -11,078 -54%
DBRC
1089
D.B. Root & Company
Pennsylvania
$845K +$601K +6,562 +246%
SB
1090
Strategic Blueprint
Georgia
$841K +$64.8K +707 +8%
GC
1091
Gratus Capital
Georgia
$841K +$278K +3,030 +49%
HIC
1092
Harvey Investment Company
Kentucky
$841K – – –
NS
1093
NBC Securities
Alabama
$841K +$8.62K +94 +1%
LI
1094
LMCG Investments
Massachusetts
$838K – – –
OBWG
1095
Onyx Bridge Wealth Group
New York
$838K -$47.8K -503 -5%
FLPIM
1096
F.L. Putnam Investment Management
Massachusetts
$834K -$6.87K -75 -0.8%
IW
1097
Imprint Wealth
South Carolina
$833K +$102K +1,112 +14%
TSWM
1098
Triangle Securities Wealth Management
North Carolina
$833K – – –
SIM
1099
Sentry Investment Management
Wisconsin
$831K +$90.5K +987 +12%
DSA
1100
Droms Strauss Advisors
Missouri
$830K -$13.6K -149 -2%
42 43
44
45 46