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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 %
APP
1101
Avantax Planning Partners
Iowa
$820K -$22.7K -241 -3%
FMTC
1102
Farmers & Merchants Trust Company
California
$819K +$27K +287 +3%
EA
1103
Everpar Advisors
Oklahoma
$818K +$818K +8,695 New
TAM
1104
Tocqueville Asset Management
New York
$815K -$76.2K -810 -9%
WKWM
1105
Walter & Keenan Wealth Management
Indiana
$810K +$94 +1 +0%
PWM
1106
PBMares Wealth Management
Virginia
$810K -$169K -1,801 -17%
WLIM
1107
White Lighthouse Investment Management
Massachusetts
$809K – – –
Fisher Asset Management
1108
Fisher Asset Management
Washington
$807K -$331K -3,522 -29%
KFSC
1109
Keystone Financial Services (Colorado)
Colorado
$805K +$45.1K +479 +6%
DSC
1110
Duncker Streett & Co
Missouri
$800K +$941 +10 +0.1%
HA
1111
Herold Advisors
New York
$800K -$61.2K -650 -7%
CCWM
1112
Cassaday & Co Wealth Management
Virginia
$799K -$5.17K -55 -0.6%
SFG
1113
Summit Financial Group
West Virginia
$798K – – –
SB
1114
Strategic Blueprint
Georgia
$798K +$13.8K +147 +2%
FCCM
1115
First City Capital Management
Georgia
$797K -$10.6K -113 -1%
SWM
1116
Salvus Wealth Management
New Jersey
$796K -$5.27K -56 -0.7%
RCA
1117
Ranch Capital Advisors
Florida
$789K -$6.64K -70 -0.8%
WI
1118
Wintrust Investments
Illinois
$787K +$106K +1,126 +16%
FFN
1119
Focus Financial Network
Minnesota
$783K +$303K +3,180 +63%
DWT
1120
Dorsey & Whitney Trust
South Dakota
$781K -$144K -1,528 -16%
HIA
1121
Harbor Investment Advisory
Maryland
$781K -$47.4K -504 -6%
BP
1122
Ballentine Partners
Massachusetts
$780K -$299K -3,180 -28%
PIMG
1123
Patriot Investment Management Group
Tennessee
$779K – – –
WWM
1124
Wagner Wealth Management
South Carolina
$778K +$5.83K +62 +0.8%
LGG
1125
Luts & Greenleigh Group
Maryland
$774K +$188 +2 +0%
43 44
45
46 47