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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 %
MWM
1126
Mission Wealth Management
California
$860K -$89.4K -882 -9%
PP
1127
Patten & Patten
Tennessee
$854K +$8.11K +80 +1%
MC
1128
McMorgan & Co
California
$854K -$173K -1,707 -17%
FMTC
1129
Farmers & Merchants Trust Company
California
$850K -$13.4K -132 -2%
BOH
1130
Bank of Hawaii
Hawaii
$849K -$231K -2,281 -21%
APC
1131
Aspire Private Capital
North Carolina
$847K +$95.3K +940 +13%
LGG
1132
Luts & Greenleigh Group
Maryland
$847K +$847K +8,359 New
TC
1133
TwinBeech Capital
New York
$847K -$36.9M -363,837 -98%
CP
1134
Castleview Partners
Texas
$844K +$272K +2,688 +48%
LI
1135
LMCG Investments
Massachusetts
$843K -$83.6K -825 -9%
RCA
1136
Ranch Capital Advisors
Florida
$842K +$12.5K +122 +2%
AAIM
1137
Asset Advisors Investment Management
Georgia
$841K +$841K +8,300 New
NS
1138
NBC Securities
Alabama
$840K -$88.7K -876 -10%
DI
1139
DDFG Inc
California
$839K +$839K +8,283 New
V
1140
ViaWealth
Kansas
$837K – – –
GBT
1141
Grove Bank & Trust
Florida
$835K -$108K -1,067 -11%
HAS
1142
Holland Advisory Services
Florida
$834K +$11.2K +111 +1%
PIMG
1143
Patriot Investment Management Group
Tennessee
$832K -$7.5K -74 -0.9%
WDC
1144
Woodward Diversified Capital
California
$828K +$13.5K +133 +2%
ISL
1145
Ingalls & Snyder LLC
New York
$827K +$507 +5 +0.1%
DOA
1146
D'Orazio & Associates
Virginia
$825K +$21.9K +216 +3%
WI
1147
Wintrust Investments
Illinois
$823K +$1.82K +18 +0.2%
BW
1148
Bison Wealth
Georgia
$821K – – –
ECM
1149
Evergreen Capital Management
Washington
$820K -$248K -2,414 -23%
PFS
1150
Physicians Financial Services
North Carolina
$820K +$224K +2,210 +38%
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