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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 %
MIM
1126
Morningstar Investment Management
Illinois
$774K -$36.3K -386 -4%
EIM
1127
Ervin Investment Management
Washington
$772K -$31.4K -334 -4%
RBC
1128
Romano Brothers & Co
Illinois
$772K -$5.36K -57 -0.7%
Los Angeles Capital Management
1129
Los Angeles Capital Management
California
$772K -$3.11K -33 -0.4%
FTIS
1130
First Trust Investment Solutions
Florida
$771K +$771K +8,200 New
AIM
1131
Aigen Investment Management
New York
$768K -$23.1K -246 -3%
LCWP
1132
Legacy Capital Wealth Partners
Arkansas
$767K -$11K -117 -1%
WA
1133
Waverly Advisors
Alabama
$764K -$26.5K -282 -3%
AMBIA
1134
Allen Mooney & Barnes Investment Advisors
Georgia
$763K -$7.72K -82 -1%
IW
1135
Imprint Wealth
South Carolina
$763K +$7.63K +80 +1%
DOA
1136
D'Orazio & Associates
Virginia
$762K -$68.1K -724 -8%
SIM
1137
Sentry Investment Management
Wisconsin
$760K -$88.3K -938 -10%
CCM
1138
Chilton Capital Management
Texas
$755K +$4.05K +43 +0.5%
HAS
1139
Holland Advisory Services
Florida
$753K +$10.2K +108 +1%
GP
1140
Girard Partners
Pennsylvania
$753K -$6.96K -74 -0.9%
AA
1141
Ancora Advisors
Ohio
$752K -$115K -1,222 -13%
PP
1142
Patten & Patten
Tennessee
$749K +$2.63K +28 +0.4%
TFA
1143
Tranquilli Financial Advisor
New Jersey
$749K -$34.3K -365 -4%
BFA
1144
Bill Few Associates
Pennsylvania
$749K +$18.9K +201 +3%
STAS
1145
Strong Tower Advisory Services
Minnesota
$748K +$43.3K +460 +6%
CFO
1146
CVA Family Office
Colorado
$748K +$2.82K +30 +0.4%
FAN
1147
Financial Advisors Network
California
$748K +$157K +1,673 +27%
KCM
1148
Kanawha Capital Management
Virginia
$746K -$10.3K -109 -1%
NHT
1149
New Hampshire Trust
New Hampshire
$745K -$6.68K -71 -0.9%
PVI
1150
Pine Valley Investments
New Jersey
$745K -$2.55K -27 -0.3%
44 45
46
47 48