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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 %
ACGA
1101
Atlanta Consulting Group Advisors
Georgia
$1.14M +$1.14M +9,353 New
KB
1102
Kimelman & Baird
New York
$1.13M – – –
FMII
1103
Farmers & Merchants Investments Inc
Nebraska
$1.13M – – –
LIM
1104
Longfellow Investment Management
Massachusetts
$1.12M -$443K -3,648 -28%
ACM
1105
Aster Capital Management
United Arab Emirates
$1.12M +$1.12M +9,220 New
BWL
1106
Bogart Wealth LLC
Virginia
$1.12M -$267K -2,198 -19%
HIC
1107
Harvey Investment Company
Kentucky
$1.12M – – –
CPIG
1108
Chicago Partners Investment Group
Illinois
$1.11M +$39.3K +299 +4%
LCWP
1109
Legacy Capital Wealth Partners
Arkansas
$1.11M -$15.2K -125 -1%
PDL
1110
Portfolio Design Labs
California
$1.11M -$1.93M -15,901 -63%
KIG
1111
Kowal Investment Group
Wisconsin
$1.11M -$121 -1 -0%
FW
1112
FullCircle Wealth
Texas
$1.11M -$116K -886 -9%
KPP
1113
Kings Path Partners
Texas
$1.11M – – –
SC
1114
Steph & Co
Wisconsin
$1.11M +$24.5K +202 +2%
LFG
1115
Larson Financial Group
Missouri
$1.1M +$767K +6,317 +227%
DWT
1116
Dorsey & Whitney Trust
South Dakota
$1.1M +$256K +2,105 +30%
QWM
1117
Quadcap Wealth Management
Texas
$1.1M -$19.2K -158 -2%
VIP
1118
Vista Investment Partners
Oklahoma
$1.1M – – –
FLPIM
1119
F.L. Putnam Investment Management
Massachusetts
$1.09M -$119K -978 -10%
AFG
1120
Atomi Financial Group
New York
$1.09M -$620K -5,104 -36%
SCM
1121
Stevens Capital Management
Pennsylvania
$1.09M +$773K +6,369 +246%
FOFP
1122
Fee-Only Financial Planning
South Carolina
$1.08M -$21.4K -176 -2%
EAM
1123
Erste Asset Management
Austria
$1.08M – – –
FG
1124
Foster Group
Iowa
$1.08M -$4.74K -39 -0.4%
MIM
1125
MTM Investment Management
South Carolina
$1.07M -$71.5K -600 -6%
43 44
45
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