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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 %
VIP
1101
Vista Investment Partners
Oklahoma
$914K – – –
RFM
1102
Royal Fund Management
Florida
$911K -$156K -1,533 -15%
SC
1103
Steph & Co
Wisconsin
$905K -$49.9K -492 -5%
TSWM
1104
Triangle Securities Wealth Management
North Carolina
$904K -$16.7K -165 -2%
FG
1105
Foster Group
Iowa
$903K +$54.4K +537 +6%
UOTTAIMCU
1106
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$902K +$878K +8,666 +3,688%
PWP
1107
Precedent Wealth Partners
Texas
$900K +$97.1K +958 +12%
CGL
1108
Clarius Group LLC
Washington
$900K +$27.5K +271 +3%
EAM
1109
Erste Asset Management
Austria
$899K – – –
IF
1110
Intrua Financial
Texas
$893K +$379K +3,741 +74%
CFG
1111
Cooper Financial Group
California
$887K -$420K -4,148 -32%
American Century Companies
1112
American Century Companies
Missouri
$882K +$174K +1,715 +25%
CIP
1113
Convergence Investment Partners
Florida
$881K -$28.9K -285 -3%
KCM
1114
Kathmere Capital Management
Pennsylvania
$881K +$391K +3,862 +80%
FAM
1115
Formidable Asset Management
Ohio
$879K +$34.9K +344 +4%
SWM
1116
Salvus Wealth Management
New Jersey
$878K +$20K +197 +2%
CCWM
1117
Cassaday & Co Wealth Management
Virginia
$876K +$24.9K +246 +3%
WKWM
1118
Walter & Keenan Wealth Management
Indiana
$876K -$5.27K -52 -0.6%
HI
1119
Hendershot Investments
Virginia
$871K -$25.3K -250 -3%
CFA
1120
CWS Financial Advisors
Michigan
$870K +$811 +8 +0.1%
TCA
1121
Transcend Capital Advisors
New Jersey
$869K +$129K +1,276 +17%
GM
1122
GeoWealth Management
Illinois
$867K +$215K +2,126 +33%
WI
1123
WBI Investments
New Jersey
$863K -$840K -8,293 -49%
SP
1124
Stablepoint Partners
Massachusetts
$862K -$41.4K -362 -5%
KCM
1125
Kanawha Capital Management
Virginia
$861K +$127K +1,258 +17%
43 44
45
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