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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 %
SWMP
1076
Signature Wealth Management Partners
New Jersey
$966K -$20.3K -200 -2%
AIA
1077
Alera Investment Advisors
Illinois
$959K +$609K +6,012 +174%
AWM
1078
Avior Wealth Management
Nebraska
$959K -$243K -2,394 -20%
RMSCM
1079
R.M. Sincerbeaux Capital Management
New York
$958K -$193K -1,900 -17%
IFAM
1080
Institutional & Family Asset Management
Colorado
$954K +$1.93K +19 +0.2%
ST
1081
Smithfield Trust
Pennsylvania
$948K +$2.72K +27 +0.3%
DBRC
1082
D.B. Root & Company
Pennsylvania
$946K +$11.2K +111 +1%
PF
1083
Phoenix Financial
Israel
$945K +$104K +1,027 +12%
SIMG
1084
Sonora Investment Management Group
Arizona
$944K – – –
TPWA
1085
TRUE Private Wealth Advisors
Oregon
$942K -$237K -2,341 -20%
KB
1086
Kimelman & Baird
New York
$942K +$942K +9,293 New
LCWP
1087
Legacy Capital Wealth Partners
Arkansas
$941K +$729K +7,199 +344%
FMII
1088
Farmers & Merchants Investments Inc
Nebraska
$939K +$152K +1,500 +19%
CPIG
1089
Chicago Partners Investment Group
Illinois
$938K +$41.1K +358 +5%
SB
1090
Strategic Blueprint
Georgia
$937K +$6.38K +63 +0.7%
WAM
1091
Walker Asset Management
Missouri
$933K -$98.1K -968 -10%
QWM
1092
Quadcap Wealth Management
Texas
$932K -$20.7K -204 -2%
SW
1093
SVB Wealth
Massachusetts
$931K -$315K -3,108 -25%
HIC
1094
Harvey Investment Company
Kentucky
$930K – – –
OP
1095
ORG Partners
Indiana
$929K +$582K +5,748 +168%
BIAS
1096
Beacon Investment Advisory Services
New Jersey
$927K -$135K -1,335 -13%
KIG
1097
Kowal Investment Group
Wisconsin
$927K -$376K -3,707 -29%
KPP
1098
Kings Path Partners
Texas
$925K +$925K +9,131 New
FOFP
1099
Fee-Only Financial Planning
South Carolina
$917K – – –
PCM
1100
Prelude Capital Management
New York
$916K +$916K +9,044 New
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