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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 %
FOFP
1101
Fee-Only Financial Planning
South Carolina
$829K -$27.5K -300 -3%
VIP
1102
Vista Investment Partners
Oklahoma
$826K – – –
MUAMU
1103
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$825K +$825K +9,000 New
WTA
1104
Washington Trust Advisors
Massachusetts
$824K -$73.3K -800 -8%
CIP
1105
Convergence Investment Partners
Florida
$823K -$23.2K -253 -3%
BW
1106
Bison Wealth
Georgia
$821K -$76.5K -835 -9%
PWLP
1107
Prio Wealth Limited Partnership
Massachusetts
$820K +$243K +2,653 +42%
EWM
1108
Empirical Wealth Management
Washington
$818K -$1.16M -12,652 -59%
VAS
1109
Valicenti Advisory Services
New York
$818K -$47.1K -514 -5%
SPI
1110
Sutton Place Investors
New York
$817K +$17.1K +187 +2%
CCA
1111
Cravens & Co Advisors
Tennessee
$816K +$9.9K +108 +1%
FCP
1112
Fidelis Capital Partners
Florida
$815K +$144K +1,572 +21%
EAM
1113
Erste Asset Management
Austria
$813K – – –
PP
1114
Paloma Partners
Connecticut
$813K +$784K +8,560 +2,744%
HI
1115
Hendershot Investments
Virginia
$811K – – –
GI
1116
GAMMA Investing
California
$809K +$75.9K +828 +10%
FA
1117
FDx Advisors
Illinois
$804K -$1.69M -18,411 -68%
SEC
1118
Seven Eight Capital
New York
$799K +$437K +4,768 +121%
KFSC
1119
Keystone Financial Services (Colorado)
Colorado
$799K +$15.2K +166 +2%
WKWM
1120
Walter & Keenan Wealth Management
Indiana
$797K +$7.7K +84 +1%
AWM
1121
Adams Wealth Management
Utah
$791K -$17.4K -190 -2%
CGL
1122
Clarius Group LLC
Washington
$789K -$248K -2,709 -24%
EWG
1123
Executive Wealth Group
Washington
$788K +$529K +5,825 +204%
WLIM
1124
White Lighthouse Investment Management
Massachusetts
$788K – – –
CFA
1125
CWS Financial Advisors
Michigan
$786K -$108K -1,178 -12%
43 44
45
46 47