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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 %
HCM
1076
Howard Capital Management
Georgia
$1.2M +$1.2M +9,871 New
MWM
1077
Mission Wealth Management
California
$1.2M +$168K +1,383 +16%
FCFC
1078
First Commonwealth Financial Corp
Pennsylvania
$1.2M +$21K +173 +2%
WCM
1079
Whitener Capital Management
North Carolina
$1.19M – – –
LMKC
1080
L.M. Kohn & Company
Ohio
$1.19M +$328K +2,700 +38%
GA
1081
GoalVest Advisory
New York
$1.19M +$27.3K +225 +2%
AIA
1082
Alera Investment Advisors
Illinois
$1.19M +$40.8K +336 +4%
CCFM
1083
Clear Creek Financial Management
Washington
$1.19M -$121 -1 -0%
OIS
1084
Okabena Investment Services
Minnesota
$1.19M -$146K -1,206 -11%
MSAM
1085
Moloney Securities Asset Management
Missouri
$1.18M – – –
PA
1086
Planning Alternatives
Michigan
$1.18M -$5.46K -45 -0.5%
AWM
1087
Accurate Wealth Management
Florida
$1.18M -$31.9K -265 -3%
RCAG
1088
Rehmann Capital Advisory Group
Michigan
$1.18M -$66.9K -548 -5%
AWA
1089
Arete Wealth Advisors
Illinois
$1.18M -$129K -1,062 -10%
PWPS
1090
Pinnacle Wealth Planning Services
Ohio
$1.17M -$20.3K -167 -2%
OBWG
1091
Onyx Bridge Wealth Group
New York
$1.17M +$1.94K +16 +0.2%
SMC
1092
Smith, Moore & Co
Missouri
$1.17M -$26.1K -215 -2%
SFI
1093
Siemens Fonds Invest
Germany
$1.17M -$16.9K -139 -1%
CM
1094
Crestline Management
Texas
$1.17M +$1.17M +9,610 New
DI
1095
DDFG Inc
California
$1.16M +$155K +1,280 +15%
APC
1096
Aspire Private Capital
North Carolina
$1.16M +$143K +1,177 +14%
AWM
1097
Avior Wealth Management
Nebraska
$1.15M +$4.37K +36 +0.4%
RMSCM
1098
R.M. Sincerbeaux Capital Management
New York
$1.15M – – –
SCM
1099
Shelton Capital Management
Colorado
$1.14M -$29K -239 -2%
WAG
1100
Wallace Advisory Group
California
$1.14M -$17.2K -170 -1%
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