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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 %
XT
1126
XTX Topco
Cayman Islands
$786K +$786K +8,579 New
HFM
1127
Hartford Funds Management
Pennsylvania
$784K +$137K +1,490 +21%
FMTC
1128
Farmers & Merchants Trust Company
California
$781K -$17K -186 -2%
IIA
1129
ICW Investment Advisors
Arizona
$779K -$23K -251 -3%
MSG
1130
Main Street Group
Virginia
$778K +$335K +3,661 +76%
SFG
1131
Summit Financial Group
West Virginia
$777K – – –
SWM
1132
Salvus Wealth Management
New Jersey
$776K +$916 +10 +0.1%
CCWM
1133
Cassaday & Co Wealth Management
Virginia
$770K -$8.52K -93 -1%
AI
1134
Atom Investors
Texas
$768K +$768K +8,387 New
FG
1135
Foster Group
Iowa
$767K -$164K -1,787 -18%
PWM
1136
PBMares Wealth Management
Virginia
$765K -$23.5K -257 -3%
PP
1137
Patten & Patten
Tennessee
$765K +$35.3K +385 +5%
CPIG
1138
Chicago Partners Investment Group
Illinois
$763K +$6.74K +69 +0.9%
FAM
1139
Formidable Asset Management
Ohio
$763K +$221K +2,417 +41%
PIMG
1140
Patriot Investment Management Group
Tennessee
$759K – – –
V
1141
ViaWealth
Kansas
$757K -$52.2K -570 -6%
PF
1142
Phoenix Financial
Israel
$757K +$757K +8,287 New
MIM
1143
Morningstar Investment Management
Illinois
$754K – – –
EIM
1144
Ervin Investment Management
Washington
$752K – – –
RCA
1145
Ranch Capital Advisors
Florida
$750K -$17.9K -194 -2%
SHA
1146
Seneca House Advisors
Virginia
$748K -$117K -1,273 -13%
RBC
1147
Romano Brothers & Co
Illinois
$748K -$4.58K -50 -0.6%
ISL
1148
Ingalls & Snyder LLC
New York
$747K +$110K +1,200 +17%
HAS
1149
Holland Advisory Services
Florida
$744K +$10.5K +115 +1%
WI
1150
Wintrust Investments
Illinois
$743K -$24.2K -264 -3%
44 45
46
47 48